10/24/2015
BRI Wealth Management’s top value funds for a choppy market
BRI Wealth Management’s Dan Boardman-Weston tells FE Trustnet which funds he thinks look particularly attractive at the moment and why value funds might be the best way to achieve growth.
10/23/2015
The implications of the UK’s clampdown on non-doms
The single family office, which provides a range of services to wealthy families, may be under threat, according to King-Christopher.
10/23/2015
Confusion prompts wealth manager rebranding
Alongside the name change, the business has undergone a full rebranding, including a new website.
10/23/2015
UBS: 'County is strengthened by its diverse businesses'
A leading wealth management firm has joined the list of backers for the Leicester Mercury Business Summit.
10/23/2015
UBS, Credit Suisse Can Use Low-Trigger Tier 1 Cocos for Capital
Analysts have been seeking more details on the rule, with some warning that it raises the risk the banks might call in the debt early.
10/23/2015
Nedbank Seeks Low-Risk Clients as South Africa Economy Slows
The bank’s also participating in plans to help state-backed power utility Eskom Holdings SOC Ltd. end a power shortage, financing 35 billion rand ($2.6 billion) of renewable-energy projects.
10/23/2015
Swiss Wealth Management—Quo Vadis?
By Dr. Rob Straw, Director of Education at the Swiss Finance Institute
10/23/2015
Offices that manage the affairs of a single wealthy family typically manage only their own money, which means they remain outside the jurisdiction of the Financial Conduct Authority.
10/22/2015
Credit Suisse Joins the Queue of Banks Bulking Up in Asia
Bank seeks to more than double Asia-Pacific pretax income by 2018-end
10/22/2015
Polaris Wealth Advisers and Greystone Financial Group Combine
The New Polaris Greystone Financial Group Will Manage Nearly $1 Billion through Offices in California, Texas and Michigan
10/22/2015
Fiserv forms wealth management partnership
Wealth advisors must have easy and immediate access to information about their customers to provide advice at the point of thought, and our partnership with InvestEdge makes this possible.
10/22/2015
Swiss private banking group to issue perpetual tier 1 subordinated bonds
Julius Baer Group Ltd. has requested Moody’s to rate the bonds.
10/22/2015
The loss followed a pre-tax profit of £164,000 in 2013.
10/21/2015
6,600 people work in its London office.
10/20/2015
The Best International Banking Service award recognises banks that provide services to expatriates
10/20/2015
This is because this market follows a different dynamics and is immune to slowdown affecting the real estate sector in general.
10/20/2015
This report reviews the performance and asset allocations of HNWIs and Ultra HNWIs in Singapore.
10/20/2015
Revealing the top entrepreneurs who are shaping the future of the region
10/20/2015
The event, the 25th Private Banker International Global Wealth Summit and Awards brought together private banks, family offices, independent wealth managers and intermediaries in an active discussion of the key issues facing the industry across the world
10/20/2015
At present impact investing remains on the fringes of the asset management world but this looks set to change as an increasing number of millennials start investing.