02/18/2016
Multrees Investor Services, a leading independent custody and consolidated reporting specialist for wealth managers and family offices, is celebrating its five year anniversary this month.
02/18/2016
Offshore wealth management firm expands funds portfolio
An Island-based offshore wealth management firm says it is adding 28 new funds to its product range.
02/18/2016
Credit Suisse is not the only financial institution to streamline its operations.
02/18/2016
It should be managed to generate consistently solid returns, not “recklessly abandoned.
02/17/2016
Bank of the West Promotes Members of its Southern California Wealth Management Team
"It is rewarding that clients are looking to Bank of the West for solutions to their wealth management needs," said Edward Mora, senior vice president and regional manager in Bank of the West's Wealth Management Group.
02/17/2016
Knight Vinke sells UBS stake after failing to win strategy change
We can confirm that we sold our position in UBS towards the end of 2015, realising a substantial gain for our investors.
02/17/2016
European Banks' Woes Aren't Fully Justified, Say Wealth Managers
Wealth managers ask whether some of the sharp selling of European banks' shares, and fears about their overall health, are really justified at current levels.
02/17/2016
Morgan Stanley Wealth Management Launches new manager analysis screening and scoring process
As the ‘adverse’ denotes, one of the keys to the process is finding fixed income managers that have been able to outperform their peer groups in environments that have been unfavorable for active manager relative performance
02/17/2016
Robo financial advising on the rise, but gen Xers still prefer the human touch
“Robo-advisors are generating a lot of buzz in the personal finance world, but when it comes to fully relying on them, both Gen Xers and boomers hesitate"
02/17/2016
Wealth managers consider removing sterling hedges
Yen and euro stronger
02/17/2016
Tim flies the flag at high-powered event in Kuwait
He promoted the Isle of Man as a jurisdiction of choice when dealing with offshore structures.
02/17/2016
Wealth manager expands team with two senior appointments.
Strong growth from WH Ireland as Isle of Man office marks two years in business
02/17/2016
European Banks' Woes Aren't Fully Justified, Say Wealth Managers
There is no specific issue that explains why European banks are more vulnerable
02/17/2016
The return on the GBP hedged index over six months to 29 January 2016 would have been -12.1%
02/16/2016
For the previous two years, behavior was a factor in the reviews but employees were not given a separate score for it.
02/16/2016
Almost a year on from the acquisition and less than six months into his new role, Mr Loudon feels the often-difficult process of combining businesses has not prevented the company from looking “in such good shape” in the present day.
02/16/2016
The official opening on the 28th April will run from 5.30pm – 8.00pm at the new office near the South Terminal (First Point, Buckingham Gate, RH6 OPP) and will include drinks and canapes.
02/16/2016
Working with emerging market specialist LGM
02/15/2016
The decision is a victory for U.K. Chancellor of the Exchequer George Osborne, who made tax and regulatory concessions to large banks
02/15/2016
Nordea Private Banking ranks among the top 20 Private Banks in Europe.