12/11/2014
Guernsey Private Wealth Focus December 2014
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
Wealth and Asset Management
12/10/2014
Israeli Swiss bank tax evasion investigation widens
Right, but that still doesn't make them criminals
12/10/2014
Tax Battle in Germany Shakes Family Dynasties
In a case referred by the country’s highest tax-affairs court, Germany’s Constitutional Court will rule this month on whether the tax exemption is in line with the constitution.
12/10/2014
Telepresence And The Family Office
It’s clear, for example, that many are actively evaluating the opportunities and benefits that will be possible with advances in cognitive computing.
12/10/2014
Under pressure Swiss banks eye Chinese wealth
Switzerland's banking sector, facing the end of the secrecy that was once the bedrock of its business, is turning to China as it seeks new markets for the future.
12/10/2014
UBS wants 'super-teams' to draw more assets from the very wealthy
To compete with private banks and legions of other firms jockeying for money from the super-wealthy, brokerage firms tell advisers to work more intensely with the rich
12/10/2014
Finance heavyweights set up HNW business
Former MLC chief executive and former JBWere chief executive have launched a new private wealth management firm, Koda Capital.
12/10/2014
Zurich-based wealth manager to Run Asset Management Arm as Separate Entity
A Zurich-based bank and wealth manager, plans to operate its asset-management arm as an independent legal entity.
12/10/2014
Advisors Focus On Older Millionaires, Female Clients, Report Says
The report, Innovation in Wealth Management Practice, states that firms looking to stay competitive in the post-recession are providing more customized services.
12/10/2014
Citi Private Bank's Spain property club eyes €400m investments
Citi Private Bank in Spain, which manages mainly high net worth wealth, is launching an investment club together with local partner Mazabi to help clients into property assets that could be worth as much as €400m in total.
12/10/2014
Bitcoin Trust Wins 48,000 Silk Road Bitcoins Auctioned by US Marshals
Bitcoin Investment Trust, an investment fund focused on the digital currency for high net-worth individuals, has won the bidding for 48,000 Bitcoins auctioned last Thursday, Brendan O'Connor, managing director of the SecondMarket exchange, said on Tu
12/10/2014
Mercantile Bank launches SA’s first private bank for entrepreneurs
“We believe that entrepreneurs are critical contributors to the economic growth of South Africa. This is why we’ve created something that is relevant for this sector, and the best part?
12/09/2014
Morgan Stanley Launches The Institute of Family Wealth Management
The IFWM is the first-of-its-kind interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.
12/09/2014
Many Financial Advisors Waste Their Money On Coaching
Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance.
12/09/2014
Welcome to the new age of philanthropy - philanthropreneurship
Philanthropreneurs such as Pierre Omidyar and Steve Case solve social and environmental problems by bringing money and expertise together
12/09/2014
Roman Avdeev named Legend of PBWM Industry at SPEAR’S Russia Awards
Roman Avdeev was also awarded the title “Legend of the Industry” and as always, the legendary brand Chivas Regal had the honor to present the award to the laureate.
12/09/2014
Independence is still important to investors: 2plan
Investors continue to state that ‘independence’ is an important factor when choosing a financial adviser, according to new research from 2plan Wealth Management.
12/09/2014
HSBC Group Chief Executive Stuart Gulliver Addresses CEOs and Business Leaders at Second Annual Out on the Street: Asia LGBT Leadership Summit
An initiative of the global LGBT business advisory firm Out Leadership, the Summit brings together executives from leading financial institutions to share strategy around issues vital to LGBT equality and critical to creating marketplace opportunity.
12/09/2014
Availability Dates for 2015 American Gold and Silver Eagles
The United States Mint has announced the year end ordering policy for 2014-dated gold and silver bullion coins as well as the on-sale dates for upcoming 2015-dated bullion coins.
12/09/2014
When You Should Fire Your Private Banker
Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.