04/09/2015
Managing Risk in Family Businesses
While advisors fiddle with asset allocations, families may face disaster
Wealth and Asset Management
04/08/2015
Private bank Coutts trims equity positions, favours Spain, Italy over Germany
Private bank Coutts is selling some of its equity positions after a sharp stock market rally in Europe and Japan since October
04/08/2015
Bank Wealth Execs: How Much Are They Paid?
Banks talk a big game about the importance of wealth management, and for many of the biggest, it's not just lip service
04/08/2015
The world of private banking has undergone major overhauls
In this environment, Switzerland's financial industry seems to be most affected. I am however confident that the stability of the country coupled with its deep-rooted tradition of excellence in private-banking services will continue to be important a
04/08/2015
deVere named winner of ‘Excellence in Independent Financial Advice'
These high-profile international awards celebrate and reward outstanding individuals, teams and organisations in their respective fields of expertise.
04/08/2015
Sesame advisers look set to shun new network
A group of them have already said they will go directly authorised and use Bankhall’s services rather than join another network.
04/08/2015
Rothschilds to Rename Holding Company Amid Family Feud
The company that houses the Rothschild & Cie. investment bank plans to rename itself Rothschild & Co.
04/08/2015
Julius Baer Jumps on Credit Suisse Takeover Speculation
Julius Baer Group Ltd. jumped to the highest since it began trading in its current form more than five years ago
04/07/2015
Focus Financial invests in $600 million wealth manager
Deal comes amid slowdown for large investors in financial advisory firms
04/07/2015
How Rich Millennials Will Reshape Wealth Management
Every generation of affluent consumers makes their mark in reshaping the wealth management industry
04/07/2015
£1m stake in wealth boutique changes hands
A significant interest in European Wealth has been sold on the market.
04/07/2015
UK financial adviser to launch high net worth wealth service
Both companies will continue to outsource investment management.
04/07/2015
UBP chief rejects claims that Swiss private banking is dead
“The high level of expertise we have, as well as the stability of Switzerland and its low debt levels, still make it an attractive place as a custodian of wealthy people’s assets,” Mr de Picciotto told the Financial Times in a rare inter
04/07/2015
Harrogate firm to launch high net worth wealth service
The wealth management arm will offer a range of financial planning and portfolio management services to new and existing high net worth clients.
04/06/2015
Stem cell company tells investors, 'Make money and save humanity'
A new investment model will see high net worths sponsor ground-breaking research to wipe out the world's diseases
04/06/2015
German Econ Min: Would Freeze Bank Accounts of Greeks Suspected of Tax Fraud-Report
Germany would be willing to freeze the bank accounts of wealthy Greeks suspected of tax fraud
04/06/2015
Goldman Sachs gives away £17m to UK charities
The investment bank increased its donations to UK charities in the past year, with schools and universities the main beneficiaries
04/06/2015
Wealth management titans engage in war of words
A war of words between two of the biggest names in wealth management last month may have only been the first salvo in what could be a long-running feud.
04/06/2015
Advisory fees show signs of a rebound
Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue
04/06/2015
Monex Group Joins a Consortium of Investors Forming Wealth Management Bank
The Japanese company which owns a number of subsidiaries providing online securities and foreign exchange trading is venturing into a new business endeavor with a number of partners.