12/08/2014
SIFA, which was established in 1992, seeks to bring together solicitors and professional impartial financial planners to provide complementary legal and financial services. It now supports more than 170 firms across the UK.
12/08/2014
RBS launches sale of Coutts, invites bids before Christmas - sources
First-round bids are due before Christmas, they added.
12/08/2014
BANKING the wealthy is expected to become increasingly lucrative as the number of ultra-rich Africans grows rapidly, prompting Standard Bank to sharpen its focus on millionaires in Nigeria and Kenya.
12/08/2014
In another coup for the Brewin Podcast Stephanie Flanders, JP Morgan Chief Market Strategist and former BBC Economics Editor, joins Brewin Dolphin’s Guy Foster and Ben Gutteridge to discuss the market’s most pressing issues.
12/08/2014
Yet almost two years and three investment bank restructurings later, some investors are becoming impatient about what they see as the Swiss lender’s piecemeal strategy and a history of over-optimistic forecasts.
12/08/2014
A survey of 644 advisers found that 49 per cent have segmented their client base by size
12/05/2014
Guernsey fiduciary services industry targets new markets -FT
The trust — a legal concept dating back to ancient Rome — has been a bedrock of Guernsey’s finance industry for the past 50 years.
12/05/2014
Guernsey’s economy shows signs of recovery despite protests -FT
Six years on from the global crisis, Guernsey’s comfortable, slow-paced lifestyle remains largely intact.
12/05/2014
Uber raises another $1.2 billion, pledges to become 'more humble company'
The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."
12/05/2014
CIBC is eyeing acquisitions in the private banking and wealth management
“We’re trying to look at companies that could fit our culture and will contribute not only to the strength of our culture, but also will contribute over the medium term to our bottom line,” Dodig told a conference call with investors Thu
12/05/2014
UBS to set up new group asset and liability unit
UBS said on Thursday it will set up a separate group asset and liability unit to help it manage risk in the bank's new structure, which ensures it can be broken up more easily in case of a renewed crisis.
12/05/2014
The Coalition may reconsider laws implemented by the previous Labor government, designed to publicly disclose private companies’ taxable income, after fielding complaints from private business owners concerned they may be kidnapped and held for rans
12/05/2014
The World Economic Forum has a message for wealthy families thinking about impact investing: don’t just buy on the buzz, do your homework.
12/05/2014
The Grand Duchy is increasingly marketing itself as the go-to place for art-related business in Europe.
12/04/2014
Planning for Family Philanthropy
Think about how you discuss philanthropy and charity with your family. Growing up in my family the act of charity was a modeled behaviour, even if it wasn’t discussed outright.
12/04/2014
Biggest Bank in U.A.E. Targets Wealth Management
The biggest United Arab Emirates bank by assets, expects to expand its money management business abroad to tap growth in emerging markets.
12/04/2014
The moment Sallie Krawcheck got hooked on social
The Ellevate chair spoke with Fortune’s senior editor at large Pattie Sellers about the importance of investing in your connections on social.
12/04/2014
Estonia Is First Country In The World To Offer E-Residency
Estonia has become the first country in the world to offer E-Residency, a way of legitimising your online identity throughout the global internet.
12/04/2014
7 Things to Know About the Super-Rich Now
The business cycle and investment markets have allowed wealthy business owners to boost the value of assets diminished by the financial crisis.
12/04/2014
5 Things High Net Worth Individuals Need To Know About Medical Marijuana
Clouding the issue (pun intended) is medical marijuana vs. recreational marijuana. Most people draw little distinction between recreational and medical marijuana, placing both in the same illegal category.