04/18/2016
The global corporate, trust, funds and accounting services company is led by Chief Executive Officer Farah Ballands, supported by Estera’s existing management team with over 150 years of combined industry experience.
04/15/2016
Credit Suisse Private Banking Asia Pacific and CA Indosuez Wealth Management say investors are favoring higher-quality issuers, while UBS AG Wealth Management warns of the prospect of exchange-rate losses on local-currency bonds.
04/15/2016
The joint author of the renowned research ‘Global Shell Games’ will be a keynote speaker at this year’s Jersey Finance Annual Private Wealth Conference, where he will also launch his latest research report.
04/15/2016
The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.
04/14/2016
The attraction of the Coutts deal was not Europe but Asia, says Union Bancaire Privee’s CEO Guy de Picciotto.
04/14/2016
Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth m
04/14/2016
Wealth management is typically viewed as more relaxed – advising private, often non-professional investors who frequently make decisions over a longer timeframe.
04/14/2016
The bankers were all focused on high net worth, as opposed to ultrahigh net worth, individuals.
04/14/2016
These facts have never changed, and it's hard to argue that Cameron ever portrayed himself as anything else.
04/14/2016
With financial technology start-ups gradually making inroads into "high-volume, low-value -add" services such as payments and foreign exchange.
04/14/2016
The service will be available to new clients and to existing users of the Group’s non-advised Online Investment Service.
04/14/2016
PRAXISIFM has acquired a fiduciary and corporate governance consultancy to enhance its presence in Switzerland and expand its operational footprint in Africa.
04/14/2016
Highlight a much more critical industry-wide issue – that of the cost of servicing smaller accounts with expensive infrastructure.
04/14/2016
But the Panama Papers have brought to light some questionable business dealings with alleged drug traffickers, money launderers and terrorist financiers.
04/14/2016
The company’s aim is to be the regtech that delivers the KYC experience of the future.
04/14/2016
For HSBC the latest initiative to drum up new business will be offering investment advice to people with smaller sums to invest.
04/14/2016
The award for Best Discretionary Service at the 2016 City of London Wealth Management Awards was presented to JM Finn & Co at a ceremony at The Guildhall.
04/14/2016
From a pre-RDR heyday, where independent advice was the dominant force in distribution, EY now predicts restricted advice will make up at least half of the market by 2020/21.
04/13/2016
BNP Paribas sells Dutch private bank
International wealth managers are selling assets as the cost of regulation and client tax compliance crimps margins.
04/13/2016
Swiss businesses are eager to get a foothold in the Iranian market now that most trade sanctions have been lifted, but restrictions still in place from the United States are creating major money transfer problems.