10/13/2014
NM Rothschild & Sons Ltd., the world’s largest family-owned financial advisory firm, is seeking partners in Africa’s largest economies to help it seize opportunities as growth accelerates.
10/13/2014
This partnership will enable the Centre to further extend its research and educational efforts in the area of long-horizon investing. In recognition of this support, the unit will be renamed the Newton Centre for Endowment Asset Management.
10/12/2014
BloombergBlack honcho comes full circle with new gig
The man behind Bloomberg LP's ill-fated foray into wealth management is back.
10/12/2014
Why the French are saying au revoir to France
Centre-right deputies are convinced that the people who are the "lifeblood" of France are leaving
10/10/2014
Old Mutual Sweetens £650m Bid For Wealth Firm
People close to the situation said that a deal between the two companies was not certain
10/10/2014
South African financial services group Sweetens £650m Bid For Wealth Firm
A deal could be struck within a few weeks, continuing a shake-up of the City's wealth management landscape at a time of substantial regulatory change.
10/10/2014
“Nobody says Ferrari doesn’t make cars or is too small to exist"
10/10/2014
Both the onshore and offshore banks in the region want to profit from the crucial challenge of cultural diversity
10/10/2014
The speakers at these events reaffirmed already-established views, but they also did more.
10/10/2014
It forms part of RBS’s broader target to bring the cost/income ratio of its Commercial & Private Banking division, which houses Coutts, down to 60% via ‘an active programme of cost savings’.
10/10/2014
A little country with more to its repertoire than tax breaks
10/09/2014
That is where you’ll find the big discretionary managers will have much lower property exposure than we are able to have
10/09/2014
Investors are looking for growth in their portfolios
10/09/2014
The financial regulator is exploring tax and legal amendments to facilitate sharia-compliant wealth management
10/09/2014
The United States and European Union -- of which Switzerland is not a member -- have repeatedly pushed the Alpine country to give ground as they try to crack down on tax cheats who stash cash abroad.
10/09/2014
Both the onshore and offshore banks in the region want to profit from the crucial challenge of cultural diversity, writes Eduardo Leeman, chief executive officer, Falcon Private Bank.
10/09/2014
Deutsche Bank has announced it will be withholding millions of euros worth of bonuses as part of a management-led change to the culture at the bank.
10/09/2014
UBS AG is tightening its rules on how employees can trade securities for personal accounts, telling staffers it wants to prevent potential abuses.
10/08/2014
Private banks in Asia could well be next under the spotlight as US authorities step up their campaign to clamp down on tax avoidance, according to Latham & Watkins.
10/08/2014
Incoming chief executive of the Wealth Management Association Liz Field is to spearhead a strategic review of the industry and is calling on the trade body's members to give their views.