04/02/2015
Several tax agreements and the Foreign Account Tax Compliance Act, and it has agreed to adopt the new OECD Common Reporting Standard based on the principle of automatic exchange of information.
04/02/2015
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar
04/02/2015
AFH Financial has acquired Nottingham-based IFA Clarendon Financial Solutions for £461,000.
04/02/2015
Standard Chartered PLC on April 1 announces further Board changes and several appointments to key leadership roles
04/02/2015
Paul was 52 years old and leaves behind his wife, four children and his extended family.
04/02/2015
Deutsche Asset & Wealth Management is targeting the ultra-high net worth market with a refocused business, following the sale of its Tilney regional office network last year
04/01/2015
Rich Insights: Michel Longhini, UBP’s Chief Of Private Banking
Wealth-X speaks with Union Bancaire Privée about buying the ex-UK business of The Queen's Bank, Coutts
04/01/2015
The people should decide
04/01/2015
Citigroup Inc. is targeting a 10 percent increase in its Asian wealth assets
04/01/2015
Tavistock also recently bought Standard Financial Group and its troubled adviser network Financial Ltd, following shareholder approval in February.
04/01/2015
UBS Wealth Management Americas is starting a new program this week to help finanical advisors who want to leave the business find new homes for their high-net-worth clients.
04/01/2015
Morgan Stanley gave James Gorman the biggest raise yet among Wall Street chief executive officers for last year, boosting his pay 25 percent to $22.5 million.
03/31/2015
Northern Trust to Provide Global Custody Services for Nunavut Trust
The Nunavut Trust was established in 1990 to manage, on behalf of the beneficiaries, capital transfers paid to the Inuit of Nunavut as laid out in the Nunavut Land Claims Agreement signed by the Inuit of Nunavut and the Government of Canada.
03/31/2015
Scotiabank Bahamas To Close Branches, 50 Jobs To Go
Scotiabank (Bahamas) will soon close seven branches throughout the country, a move that will affect approximately 50 employees
03/31/2015
Italian online fashion retailer buys Richemont's Net-a-Porter
Italian online fashion retailer has agreed to acquire Richemont's Net-a-Porter in an all-share deal that will create an industry leader in the fast-growing online luxury goods market.
03/31/2015
The Swiss private bank Julius Baer expects to grow its business in the double digits annually over the next five years
03/30/2015
Move follows criticism from Dutch lawmakers
03/30/2015
Chairman David Kassie will assume the role of CEO on an interim basis until Mr. Reynolds is able to resume his duties.
03/30/2015
During the session, panellists discussed financial regulation, corporate governance, and jurisdictional competition, and agreed that collaboration between international finance centres was highly desirable.
03/29/2015
According to sources, HSBC has been asked by Indian authorities to show cause why action should not be initiated against it in case of non-cooperation with regard to "suspected tax evaders and offenders of tax crimes"