10/03/2014
Britain’s emergence as the strongest European rival to Switzerland for private banking and wealth management has been highlighted by figures showing that UK assets under management rose 11.4 per cent to £524.4bn last year.
10/03/2014
By refusing to give any bidder or joint venture partner rights to the Coutts brand, RBS is likely to put off most private equity investors, unless they already own a private bank to which they could transfer its customers.
10/03/2014
It has carried out due diligence on a number of wealth managers and has formally endorsed the two firms, to which it recommends advisers refer bespoke discretionary asset management clients.
10/02/2014
Representatives from Guernsey are heading to Hong Kong and mainland China during the next fortnight to reinforce the Island's financial services offering to current and prospective Asian contacts.
10/02/2014
The Manchester office of wealth manager Brewin Dolphin is on target to double funds under management within three years.
10/02/2014
Deutsche Asset & Wealth Management (DeAWM) announced today the opening of its Private Bank in Dallas
10/02/2014
Offshore funds within the region are expected to grow at 10% annually and Malaysia should consider either to establish an offshore or onshore Islamic wealth management hub.
10/02/2014
Malaysia has the first-mover advantage to develop the untapped Islamic private banking market and further develop the niche segment of private banking in general.
10/01/2014
This is a boom time for these markets
10/01/2014
The British Bankers’ Association has urged the Bank of England to exclude high-net-worth clients from its new LTI cap.
10/01/2014
Established in 2009, Janus is a leading corporate services business, providing corporate secretarial, tax and accountancy, business support and immigration services.
09/30/2014
The importance of the Middle East business is increasing
09/30/2014
Old Mutual Wealth has sought to expand its presence across the distribution chain over the past year
09/30/2014
The new service is aimed at investors with at least £1m of borrowing requirements, but AES International and Nedbank Private Wealth allow their clients to split this borrowing across property and investment portfolios so the clients can benefit from
09/30/2014
To remain competitive, managers are increasingly looking to outsource operational functions, leverage providers to reduce the costs associated with maintaining their back-office systems, and develop web functionalities.
09/29/2014
"With the rise in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions, including the Gulf," he added.
09/29/2014
Forbes estimated that the 61-year-old Indian entrepreneur has a net worth of $3.5 billion.
09/29/2014
The radio program “This American Life” released a transcript of a broadcast
09/29/2014
Fintech companies are disrupting the status quo for traditional wealth management firms, which have for so long built their businesses around plush London premises, suited and booted advisers and thousands of back-office staff.
09/29/2014
Investors in the Multi Asset fund will also benefit from a reduction in the external management charge.