02/10/2016
Private Client Resources, the leader in wealth data aggregation and reporting for ultra high net worth clients and investors, announced today the launch of a series of innovative new products and services.
02/10/2016
The system outage means written information on client Isa and unit trust holdings cannot be sent out to clients.
02/10/2016
The scheme will offer the well-heeled incentives to bring money back to the country but it won't require taxpayers to repatriate their assets
02/10/2016
Our idea is not to compete with the Sparkassen and Volksbanken, but rather to work together on a complementary basis.
02/10/2016
Tidjane Thiam said the Swiss bank’s balance sheet is stronger than ever
02/10/2016
Zeltner is smart and extremely likeable.
02/10/2016
Real estate, art and passion investments such as classic cars, yachts or private jets represent a dynamic trillion dollar market.
02/10/2016
Offering support services to companies moving abroad is a core business and of growing importance.
02/10/2016
Survey results are based primarily on a peer ranking methodology.
02/10/2016
For many of the largest private banks 2015 was a year of restructuring and geographical retrenchment.
02/10/2016
The divide is caused by marketing that doesn’t tell the story behind the brand and by campaigns that fail to reach clients where they are, he said.
02/10/2016
Robo-advice, in which customers fill out an online questionnaire and then receive investment options based on an algorithm, has come to the fore within the UK wealth management sector.
02/09/2016
Residency through real estate investment shows strong growth
02/09/2016
The decision over whether a fund was a 'closet tracker' was decided by three main metrics: active share, tracking error and R2 ratio
02/09/2016
“We are thrilled to receive this endorsement from Defaqto and to be recognised for our levels of service by the financial adviser community as a whole. We place great importance in understanding and meeting the varying needs of financial advisers an
02/08/2016
Yak had applied to the courts for the accounts to be unfrozen in order to pay his income tax, legal fees and other expenses.
02/08/2016
Switzerland's second-largest bank reported a worse-than-expected 2015 net loss of 2.94 billion Swiss francs $2.97 billion after booking a big impairment charge at its investment banking business.
02/08/2016
Good inflows into BNP Paribas’s Wealth Management division, driven by domestic and Asian markets, resulted in annual assets under management growth of 6.8% to €954bn in 2015.
02/08/2016
Emirates NBD Private Banking was recently named ‘Outstanding Private Bank – Middle East’ at the2015 Private Banker International Global Wealth Awards
02/08/2016
The breakfast included a talk on the theme of inter-generational wealth, led by James Brown, head of client services at ComPeer, a business management consultant firm.