01/07/2016
Having announced the acquisition in October and with full regulatory approvals from the Cayman Islands Monetary Authority now granted, JTC is strongly positioned to provide a full spectrum of fund administration services, adding to the private client ser
01/07/2016
Sun, who served as UBS’s Hong Kong-based chairman of the financial institutions group for investment banking in the region, retired in July for personal reasons.
01/06/2016
These deposits fetch slightly higher interest rates, but one can also look at tax-free bonds or debt funds which are more tax-efficient
01/06/2016
Yale's secret societies often seem shrouded in complete mystery.
01/06/2016
The implication of that being that the rich will see their wealth grow faster than incomes for the rest of us will rise and thus we get ever increasing inequality.
01/06/2016
Key to this success is Fabian Delahaye, the French navigator who recently competed in the Transat Jacques Vabre with Jean Pierre Dick.
01/06/2016
Vestima has over 140,000 mutul fund ISINs and 50,000 hedge funds and is recognised as a Commercial Settlement System (CSS).
01/06/2016
Coutts’s view underscores investor concern the U.S. economy isn’t strong enough to justify higher interest rates.
01/06/2016
The bond is only available for clients who want a DFM to run the portfolio linked to the bond, therefore Old Mutual International will make other DFMs available through the bond.
01/06/2016
Alarm Bells Sound over Wealth Management Products
The authorities have failed to supervise risky investments offered by trust companies, but this cannot go on much longer
01/05/2016
Stifel Financial Corp. said Monday that it closed its buy of Eaton Partners LLC. Financial terms weren’t announced.
01/05/2016
Forbes has just released its annual "30 Under 30" list for various industries.
01/05/2016
Santander plans to have a force of 225 advisers across the country by the end of March.
01/05/2016
Mrs Le Poidevin, who took the helm at the CISE at the start of 2015, has now featured in each edition.
01/05/2016
Point72 manages about $10 billion in assets, the vast majority of it Cohen's, plus some employees.
01/05/2016
Vontobel's three main businesses are wealth management, investment banking and asset management.
01/05/2016
The Swiss-based private bank will purchase a $17.5m stake in Jupai, a US-listed Chinese wealth manager.
01/05/2016
Old Mutual International has launched a new international life assurance bond aimed at high net worth investors in the UK.
01/05/2016
With four offices in Wisconsin and another in Minneapolis, the Baker Tilly wealth management firm’s humble Upper Midwest domain
01/04/2016
The fractions of wealth held abroad are highly variable.