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
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 big Russian bank is considering shifting more of its of business to the Austrian capital as Britain heads for Brexit
10/11/2016
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
Falcon Bank has demonstrated a persistent and severe lack of understanding of MAS' AML requirements and expectations
10/11/2016
Falcon Bank will focus on growing their businesses in the core locations Switzerland, Middle East and London
10/11/2016
How and to whom wealth is passed on is clearly a matter of personal choice, not of government decree
10/11/2016
The situation is similar in Sweden where 43.8 percent of ultra high net worth individuals inherited their fortune.
10/11/2016
UBS is not a European bank, but a Swiss bank and Switzerland is not part of the EU
10/11/2016
The Wealthy Are Not All the Same
The rhetoric often portrays the wealthy as a homogenous group that inherited its wealth
10/11/2016
The Monetary Authority of Singapore on Tuesday said it had ordered Zurich-based Falcon Private Bank's Singapore branch to cease operating because of "a persistent and severe lack of understanding" of Singapore's money-laundering contro
10/11/2016
Will offer bespoke and model portfolios
10/11/2016
Vistra was able to help overcome extreme complexity and provide integrated corporate secretarial and governance assistance during the transaction.
10/11/2016
Flows hit by Brexit and market uncertainty
10/11/2016
The managed separation process is expected to be completed by the end of 2018.
10/11/2016
This means that non-EU managers can quickly set up and bring to market funds under the supervision of the pre-authorised manager.
10/11/2016
Henderson asset manager, will acquire Janus Capital Denver based fund company
10/11/2016
Stealth wealth: inside the secretive world of wealth management
Capital Without Borders by Brooke Harrington reveals a new, hidden focus for financial services: keeping family assets secure.