03/17/2016
With a referendum three months away, many asset managers are weighing how they might cope with a 'Brexit', including the possible loss of the right to sell funds freely across the bloc.
03/17/2016
Some of our clients who usually place trades via their relationship managers are now trading global equities directly on the digital platform anytime at their convenience.
03/17/2016
The EFG Chile office operates in the country with a local brokerage license, enabling it to offer clients a combination of local and international wealth management services.
03/17/2016
Jersey Finance is delighted to announce our 2016 GCC Roadshow events, which will take place in Doha on Monday 18 April and in Dubai on Wednesday 20 April.
03/17/2016
Mark Peters, Head, Private Clients and Wealth Management – ADCB explains why it is so important to have a local private bank that knows its clients business from A to Z
03/17/2016
UBS’s expansion in China comes at a difficult time for its wealth-management business, the firm’s largest unit, which posted a 47 percent slump in pretax profit in the fourth quarter.
03/17/2016
This combination of structuring and innovation has led to growth in the take-up of AIFs in recent years among India’s wealthy.
03/17/2016
Engel's remarks come less than a month after Citigroup unveiled a plan to exit retail banking and credit card operations in Brazil, Argentina and Colombia to curb costs and boost profitability.
03/17/2016
Over their lifetime, savers will be able to have contributions of 128,000 matched by the government for a maximum bonus of 32,000 pounds.
03/17/2016
The Family Wealth Report Awards were designed to recognize companies, teams and individuals who have demonstrated innovation and excellence during 2015.
03/16/2016
We are delighted to have been named the ‘Best Private Bank in the Middle East’ for the second year in a row
03/16/2016
Banks around the globe have been hurt by record-low interest rates, plunging commodity prices and cooling emerging-market growth
03/16/2016
Rowan Dartington is aiming to near double its assets under management over the next two years, according to executive chairman Graham Coxell.
03/15/2016
A native of Lebanon, he founded Compagnie de Banque et d’Investissements in Geneva in 1969, one of the first companies to recognize the potential of hedge funds for investors looking for ways to make money in both rising and falling markets.
03/15/2016
Using a handful of hypothetical situations, J.P. Morgan makes note of the crucial difference between those who become millionaires before the final quarter of their life and those who merely suffer endlessly with just hundreds of thousands of dollars to k
03/15/2016
SocGen has agreed the deal with its French rival Oddo, which acquired the business as part of its €760m takeover of BHF Kleinwort Benson earlier this year.
03/15/2016
Been working with AAM since 2009
03/15/2016
The firm’s latest results, published on Friday, revealed UK platform adjusted operating profits rose 74 per cent year-on-year, from £19m in 2014 to £33m this year.
03/15/2016
Spiralling costs prompt sale
03/14/2016
In February of this year, FINRA (the Financial Industry Regulatory Authority) sent a letter to a number of broker-dealers.