02/10/2015
Independence by Convergent Receives New Wealth Advisor Award
Recognized as Best Registered Investment Advisor (RIA) for High Net Worth Advisory by Private Asset Managementeceives New Wealth Advisor Award
02/10/2015
Old Mutual Wealth to help finance deals in Intrinsic buyout scheme
Buyers must have been ARs with Intrinsic for at least three continuous years, whilst sellers must have been part of Intrinsic or Positive Solutions for at least five years.
02/10/2015
LeoGroup Acquires Apex Wealth Services
Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios.
02/10/2015
Private client structuring: private trust companies and private trust foundations
Guernsey is renowned for being one of the leading jurisdictions for fiduciary work having built a strong reputation over decades and providing private clients with the right wealth structures quickly and with a high degree of expertise and professionalism
02/10/2015
Tips from UBS's top advisor to the super-rich
The Swiss franc was one of them until the Swiss National Bank unexpectedly abandoned the cap on the currency's value against the euro in January, causing it to appreciate sharply and hitting Swiss exporters in the process.
02/10/2015
Digital Investing Tools Are Disrupting the European Investor-Advisor Relationship - Accenture
Twenty-seven percent of European investors have switched wealth management firms to get a new digital tool or service
02/10/2015
Pershing’s Nexus Loans product allows private clients to leverage assets within their investment portfolio through a non-purpose collateralised loan.
02/10/2015
The firm’s founder Keith Plester and managing director Jon Rowe will retire on completion of the deal
02/10/2015
As some areas of the Middle East lurch deeper into political tumult, wealth managers.
02/09/2015
Private bank J. Safra Sarasin said on Friday it was introducing charges on some cash deposits, the latest Swiss bank to make such a move following the Swiss National Bank's introduction of negative interest rates.
02/09/2015
Team of journalists from 45 countries unearths secret bank accounts maintained for criminals, traffickers, tax dodgers, politicians and celebrities
02/09/2015
The announcement comes in the wake of its 2015 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market” yet.
02/09/2015
Prediction that the nation will be third-largest economy by 2030 makes it attractive for new entrants in the business
02/09/2015
Hong Kong has overtaken Singapore to be the fifth largest wealth management centre in the world, a new report has shown.
02/09/2015
Succession, stress and other issues facing SE Asia's family businesses
Results of the survey found that just 58% of family-run businesses in Singapore have prepared themselves for succession
02/09/2015
This is an edited extract from a statement issued by HSBC responding to revelations of misconduct at its Swiss bank
02/09/2015
Standard Chartered Plc will shift its retail banking focus to affluent clients from ordinary customers and urge them to bank online as part of a broader restructuring led by embattled CEO Peter Sands
02/09/2015
Growing concern over co-investor risk is leading some buyers to turn away from pooled vehicles entirely in a bid to reclaim control of their investments.
02/09/2015
SNI could sell at least 19 percent of one of Morocco and Africa's biggest banks for an estimated 900 million euros ($1 billion)
02/09/2015
The business currently employs 21 advisers and is planning to expand on the back of growing demand for investment advice in the likes of France, Spain, Portugal, Malta and Cyprus.