02/11/2015
Guernsey boosts financial services ties with the USA
Guernsey's Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island's reputation as a leading international finance centre.
Wealth and Asset Management
02/11/2015
The rate of American expats giving up U.S. citizenship due to tax laws will slow
Last year’s figure, according to these official statistics, had jumped by 14 per cent on the 2013 figure – which was also a record year.
02/10/2015
AXA Wealth ready for April reforms
Axa Wealth has a full suite of retirement products ahead of April to help advisers and their clients with income options
02/10/2015
Brady Dougan Holds Course at Credit Suisse Despite Tough Markets
The Credit Suisse CEO sticks to the One Bank strategy of investment banking and wealth management as new capital rules pose his toughest challenge yet.
02/10/2015
HSBC files raise questions about oversight of senior bankers past and present
The five were involved in either acquiring, overseeing or managing the Swiss operation, which helped clients conceal assets from the taxman
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 Launches Multi-Currency Collateralised Lending
Pershing’s Nexus Loans product allows private clients to leverage assets within their investment portfolio through a non-purpose collateralised loan.
02/10/2015
Wealth firm makes seventh acquisition in eight months
The firm’s founder Keith Plester and managing director Jon Rowe will retire on completion of the deal
02/10/2015
Passport to overseas success
As some areas of the Middle East lurch deeper into political tumult, wealth managers.
02/09/2015
J. Safra Sarasin to charge some clients for cash deposits
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
Massive leak has exposed shady details of HSBC’s Swiss banking arm
Team of journalists from 45 countries unearths secret bank accounts maintained for criminals, traffickers, tax dodgers, politicians and celebrities
02/09/2015
Defaqto awards Bordier (UK) trio of 5 Star ratings for Discretionary Fund Management
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
India’s wealth management turf gets greener
Prediction that the nation will be third-largest economy by 2030 makes it attractive for new entrants in the business
02/09/2015
S'pore overtaken by HK in ranking of largest wealth management centres: Deloitte
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