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Wealth and Asset Management

09/14/2015

Deutsche Bank Plans to Cut About 25% of Jobs: Reuters

Deutsche Bank employed 98,647 people at the end of June, including 14,940 at Postbank, a German consumer lender

09/11/2015

Rothschild Group looks to link up with Bangladesh businesses

Pitton and Jogishwar Singh, another managing director of Rothschild Group, are now in Bangladesh for a four-day tour

09/11/2015

Virtual Reality To Be Worth $7 Billion By 2020: Deutsche Bank

Deutsche Bank projects that the Virtual Reality Segment would have a total addressable market of $7 billion in the next five years, with the medium gaining mainstream consumer adoption by next year

09/10/2015

Ex-Ashcourt compliance director launches consultancy

Wealth managers are having to pay more for in-house compliance personnel.

09/10/2015

Charles S. Hallac, Co-President of BlackRock, Dies at 50

Mr. Hallac’s specialty was in operations and technology

09/10/2015

Equiom’s expertise in the spotlight again at Monaco

Equiom has gained global recognition within the yachting industry by providing tax efficient bespoke yacht ownership structures.

09/09/2015

Unigestion wins Emerging Markets Manager of the Year

Together this has led to the consistent outperformance of the fund achieved by our equities team.

09/09/2015

Cayman Islands: RBC Private Banking to launch in October

The exclusive Private Banking option will be offered to select clients and promises superior, convenient financial services.

09/09/2015

Wealth management firm Swoops For £8M NorthWest Competitor

They will pay an initial £5m comprising £2.5m in cash and 420,000 shares.

09/09/2015

Trust company launches Jersey-based wealth management service

The service will be managed out of the Jersey office.

09/09/2015

The attractions of Guernsey for South Africa - Dixcart

Guernsey is one of the leading tax-free jurisdictions for the administration of international private wealth.

09/09/2015

Wealth and accountancy firms team up for new venture

The firm was named as the 'UK best single office tax practice' by tax publisher Lexis Nexis in 2012.

09/09/2015

FallLine Securities Launches First Wealth Management Platform Designed Exclusively for Elite Private Wealth Advisors

The firm provides everything Private Wealth Advisors need to launch and build their own independent hybrid Registered Investment Adviser firm

09/08/2015

Canaccord Genuity Wealth Management Launches Equity Portfolio Service

“The GPS Global Equity Portfolio Service was developed to meet growing client demand for offerings that provide exposure to a high quality mix of larger cap global equities.

09/08/2015

Towry unveils new online client portal

The wealth management firm is running a pilot of the service with a number of clients, providing access to personal finances online.

09/08/2015

What Guernsey Can Offer Chinese HNWIs'

What the survey highlights in greater detail is how real estate continues to be a big driver of wealth in China

09/08/2015

Diversify for capital protection

Nedbank Private Wealth invited the media to a discussion on the main issues affecting the markets

09/08/2015

Relief rally seen; not sure if it can sustain: Julius Baer

Emerging markets are looking oversold after the bruising slide over the last couple of weeks, says Mark Matthews of Bank Julius Baer.

09/07/2015

Wealth Planning Goes Back to the Future by David Dorgan

Article first published in CONNECT, Issue 41, September 2015

09/07/2015

It's Not What You Do - It's Why You Do It

If one thing is for certain, it is that in an industry where products and services are commoditised

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