12/15/2014
Northland Wealth Management, a recognized leader in the Canadian wealth management industry, is the first independent Canadian wealth management firm to be selected for nomination by Private Asset Management [PAM] Magazine's prestigious annual awards
12/15/2014
The first launch will be in the UK and is scheduled for the first week of January 2015, but RCR says it plans to add a new market every six to eight weeks. The firm says the product is 'the first independent
12/13/2014
In an interview with the APA Schnetzer called for a higher taxation of capital in the EU, along with a coordinated wage policy that would see wages increase in tandem with productivity growth.
12/12/2014
Swiss bankers worry this will make the country less attractive for investment
12/12/2014
The island's financial services regulator has reported a total of 140 new funds during the 12 months to the end of September
12/12/2014
Swiss bank seals deal to buy asset manager Swisscanto
"The takeover is simply a quantum leap which, in a short time, allows us to implement our strategy more quickly," Martin Scholl told Reuters on the sidelines of a news conference to present the deal.
12/12/2014
Research from Old Mutual Wealth has revealed adviser support for inheritance tax reform, with 44 per cent of advisers in favour of lifting the threshold to £1m.
12/12/2014
Watson previously managed personal tax matters for high net-worth individuals within UK accounting firms, before moving to Geneva where she took on senior roles for independent trust companies.
12/12/2014
Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.
12/12/2014
Three employees from Canaccord Genuity Wealth Management in the Channel Islands have been included in the Citywire Top 100 Fund Selectors list for 2014.
12/12/2014
Reports of the wirehouses' demise have been greatly exaggerated.
12/12/2014
A vote on the matter will be called at an extraordinary general meeting of unitholders on the 14th of January.
12/11/2014
There are opportunities for growth in that market for sure
12/11/2014
Swiss private bank continues Asian expansion
The rapid growth of Asia’s super rich has made the region a prime target for the industry since the global financial crisis but many banks have struggled to produce profits in the face of rising regulatory costs, particularly around money laundering
12/11/2014
Coutts & Co’s Singapore operation has been subject to a $30,000 administrative penalty for contravening rules set forth by the Securities and Investments Act relating to unregulated representatives
12/11/2014
Donor-advised funds run by huge money-management firms are exploding.
12/11/2014
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
12/10/2014
Right, but that still doesn't make them criminals
12/10/2014
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
It’s clear, for example, that many are actively evaluating the opportunities and benefits that will be possible with advances in cognitive computing.