09/09/2015
Trust company launches Jersey-based wealth management service
The service will be managed out of the Jersey office.
Wealth and Asset Management
09/09/2015
The attractions of Guernsey for South Africa - Dixcart
Guernsey is one of the leading tax-free jurisdictions for the administration of international private wealth.
09/09/2015
Wealth and accountancy firms team up for new venture
The firm was named as the 'UK best single office tax practice' by tax publisher Lexis Nexis in 2012.
09/09/2015
FallLine Securities Launches First Wealth Management Platform Designed Exclusively for Elite Private Wealth Advisors
The firm provides everything Private Wealth Advisors need to launch and build their own independent hybrid Registered Investment Adviser firm
09/08/2015
Canaccord Genuity Wealth Management Launches Equity Portfolio Service
“The GPS Global Equity Portfolio Service was developed to meet growing client demand for offerings that provide exposure to a high quality mix of larger cap global equities.
09/08/2015
Towry unveils new online client portal
The wealth management firm is running a pilot of the service with a number of clients, providing access to personal finances online.
09/08/2015
What Guernsey Can Offer Chinese HNWIs'
What the survey highlights in greater detail is how real estate continues to be a big driver of wealth in China
09/08/2015
Diversify for capital protection
Nedbank Private Wealth invited the media to a discussion on the main issues affecting the markets
09/08/2015
Relief rally seen; not sure if it can sustain: Julius Baer
Emerging markets are looking oversold after the bruising slide over the last couple of weeks, says Mark Matthews of Bank Julius Baer.
09/07/2015
Wealth Planning Goes Back to the Future by David Dorgan
Article first published in CONNECT, Issue 41, September 2015
09/07/2015
It's Not What You Do - It's Why You Do It
If one thing is for certain, it is that in an industry where products and services are commoditised
09/07/2015
‘After Schroders... I’ve got one more big job in me’
But the down-to-earth Mr Buxton is eager to stress that the additional position he has taken on at OMGI “isn’t a traditional chief executive role”.
09/07/2015
Cim Global Business sponsors South-East Asian Private Equity Conference
SEAPEC provides valuable opportunities to exchange ideas, discuss current practical challenges and to share best practices.
09/07/2015
Tacit strikes out alone as AUM hits £350m
We have a good relationship with Raymond James and have decided to stay with them for the back-end and the link to Pershing.’
09/06/2015
Meet the upmarket fixer who knows the habits of the super rich
It's tough being super-rich...
09/06/2015
Bank of America Board Under Fire for Combining Chairman and Chief Jobs
The move by the board last October angered some shareholders, who have said the positions needed to be remain separate to ensure better management.
09/06/2015
Private and investment banking: an unhappy union
It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
09/04/2015
UBS Diverts $5 Billion of Asia Deposits to Curb Basel III Costs
UBS benefits from being able to keep the accounts of these deposit holders, for relationship purposes and potential transactions in future.
09/04/2015
How wealth managers fared in the August mayhem
The meltdown was sparked after Chinese policymakers stunned the world in August
09/04/2015
Aberdeen acquires Parmenion
Parmenion is currently owned by a combination of partners in a limited liability partnership.