10/13/2016
Ascot Lloyd mulls AIM listing to fund expansion plans
The independent advice firm is currently in talks with investors about the possible listing but would divulge no further details at this stage.
Wealth and Asset Management
10/13/2016
Sanlam combines DFM and advice arms
The South African insurer says that the restructure is part of a plan to provide “holistic advice, investment and asset management” in the UK.
10/13/2016
The Wealth Wallahs
The Wealth Wallahs is more than a delightful peek into the world of wealth
10/13/2016
Societe Generale says looking to cut workforce in Switzerland
The private banking activity of Societe Generale in Switzerland is considering reducing its workforce
10/13/2016
UBS/PwC Billionaires Report reveals billionaire wealth declining by $300 billion
Average billionaire wealth dropped from $4.0 billion to $3.7 billion
10/13/2016
Sanlam unveils adviser buy-out plan
Sanlam Partners, a new initiative to give “culturally aligned” financial planning firms
10/12/2016
Cayman Enterprise City and Strategic Wealth Preservation Announce Partnership
The strategic partnership is being developed with a focus on CEC’s Cayman Commodities and Derivatives Park.
10/12/2016
Finance firm boss faces £1 million fraud charge
It is expected that formal committal proceedings will take place on 21 November.
10/12/2016
Geneva's banks prepare for a tough 2017 with no Brexit bonus
The Geneva Financial Center, which represents more than 110 banks with 18,855 local employees at the end of 2015, found.
10/12/2016
Making a Splash in Las Vegas
The Cayman Enterprise City team - and a number of CEC clients such as Meticulosity SEZC- had an amazing time and learned more than they thought possible.
10/12/2016
Leading trust and corporate services provider expands in Asia
Established in 2002 and led by Chief Executive Officer Angelo Venardos, Heritage Trust Group provides trust, foundation, fiduciary, corporate and accounting services.
10/12/2016
Hong Kong Wealth Firms Wanted
The new district has 29 buildings that will provide office premises, dining and recreational facilities, as well as residential units for staff of banks, hedge funds and venture capital firms.
10/12/2016
UBS Feels Asset Management Industry Pressure
Asset management has grown far more competitive as clients shift more funds to passive managers, which are cheaper than active managers
10/12/2016
Brown Shipley buys Manchester wealth manager
With a heritage spanning over 200 years, Brown Shipley provides investment management, wealth management and private banking services to a range of clients.
10/12/2016
A Financial Capital Europe Can Waltz To
A big Russian bank is considering shifting more of its of business to the Austrian capital as Britain heads for Brexit
10/11/2016
Swiss investment house enters UK with corporate bond
OMNIA raises an agreed proportion of the asset’s value – which is never in excess of 50% of the value of the assets
10/11/2016
Singapore directs Falcon Bank to stop operations in Singapore
Falcon Bank has demonstrated a persistent and severe lack of understanding of MAS' AML requirements and expectations
10/11/2016
Falcon Bank says will focus elsewhere after losing Singapore licence
Falcon Bank will focus on growing their businesses in the core locations Switzerland, Middle East and London
10/11/2016
The best way to help people pass wealth their grandchildren is to scrap inheritance tax
How and to whom wealth is passed on is clearly a matter of personal choice, not of government decree
10/11/2016
The Countries Where The Super-Rich Are More Likely To Have Inherited Their Wealth [Infographic]
The situation is similar in Sweden where 43.8 percent of ultra high net worth individuals inherited their fortune.