05/02/2016
Financial advisory practices are small businesses. As such, they face the issues most small business face and one of those issues is succession. Only 30 percent have succession plans and many of those plans are of dubious quality.
05/02/2016
Switzerland’s largest independent private bank to allow clients to domicile wealth in UK
Offers asset and wealth management services, said it hopes to allow customers to register assets through an onshore booking centre in London from the second half of this year, subject to approval from the UK financial regulator.
05/01/2016
The profits passed through Luxembourg
04/29/2016
The publication's April issue ranks the top fee-only advisers in the Washington metro area and hit newsstands at the beginning of the month.
04/29/2016
Natixis Recognized for Excellence in Advisor Support and for Offering Broad Solutions to Investors
04/29/2016
The awards were announced in April at a Gala Dinner at The Guildhall, which was hosted by BBC news presenter, Sophie Raworth.
04/29/2016
As the industry continues to digest what the fiduciary rule means, advisors will need “to diversify their service offering” as a means to delivering “more value to prevent fee compression.”
04/29/2016
The people close to the plans insisted that the planned changes for wealth management were about seizing a strategic opportunity and not about responding to weakness in the division’s performance.
04/29/2016
Acquisition International is a monthly magazine published by AI Global Media, a UK-based publishing house with a global reach, and its prestigious Fund Awards act as a guide to the very best firms and individuals in the fund industry.
04/29/2016
Today's update confirms our view that significant risks exist," Bank Vontobel analyst Andreas Venditti said in a note to investors.
04/29/2016
Royal Bank of Scotland Group Plc said regulators are investigating the Coutts International private-banking business it sold to Union Bancaire Privee last year.
04/28/2016
The new fund will offer commodities exposure with a flexible approach, allowing the team to take advantage of a wide range of opportunities, as well as limit downside risk.
04/28/2016
EFG Buys Luxembourg Private Bank
The transaction will significantly strengthen EFG International’s presence in Luxembourg and will reinforce the Bank’s focus on growing its wealth management presence in Europe.
04/28/2016
Owner of a personal lifestyle company providing services for private high net worth individuals
04/28/2016
The operation will focus on wealth planning for high-net-worth individuals and include property development structuring, VAT services, pension provision, yacht registration, corporate services and intellectual property and image rights structuring.
04/27/2016
RBC Royal Bank launches private banking in Cayman
Patrice Ritchie, interim head, Private Banking, noted the bank’s service philosophy is based on a personal relationship with each client.
04/27/2016
Barclays in talks to sell French wealth, retail banking businesses
European private equity group AnaCap Financial Partners has entered exclusive talks to buy Barclays' French retail banking and wealth business.
04/27/2016
Private banks target the ultra-rich with higher minimum investments, but Deutsche’s Raju has a different plan.
04/27/2016
The pay plans were approved but 36.4 per cent of votes were cast against.
04/26/2016
UBS launches new HNW offering in Taiwan
The service is available via a model which provides clients who subscribe with access to premium research insights and products previously available only to HNW clients.