09/10/2014
Beacon Gains European Status
Cambridgeshire based, Chartered Independent Financial Advisers, Beacon Wealth Management has added yet another status to their award-winning services.
09/10/2014
BMO Harris Private Banking Named Best Private Bank
We're thrilled and honoured to be receiving this award once again
09/10/2014
RBC Head Calls for Tailored Broker Fiduciary Rules
An extension also must acknowledge that certain essential broker functions could not survive under the same fiduciary standard that governs investment advisors, adds Taft on a conference call with reporters this week.
09/10/2014
Wealth effect may one day stop being so great for wealthy, says wealthy person
Schwarzman’s gratitude is appropriate.
09/10/2014
Singapore Yacht Show And Wealth-X Announce Knowledge Partnership
The partnership will extend to joint presentations both in Asia and Europe on the opportunities for yachting companies to capitalise on fast growing private wealth and changing tastes in Asia.
09/10/2014
Edmond de Rothschild IP raises €300m for new fund
Edmond de Rothschild Investment Partners says it has raised €300m from institutional investors in less than a year for its Winch Capital 3 fund.
09/09/2014
Territory wants to attract those seeking helpin succession planning and setting up trusts
09/09/2014
The latest figures for all sectors of Jersey’s finance industry show stability and signs of new growth, led by the funds sector where the value of funds business passed through the £200 billion mark for the first time since June last year.
09/09/2014
In this period, the company’s revenues from management of investments amounted to RON 33.7 million (EUR 7.5 million), over the results posted the year before.
09/08/2014
Quilter Cheviot rejects £600m Old Mutual bid as Investec lurks
A flurry of deals has been accelerated by regulatory reforms known as the Retail Distribution Review, which have altered the way that wealth managers are remunerated for their work, shifting from a largely commission-based system to one predicated upon th
09/08/2014
After Merill Lynch merger, Julius Baer grows in Lebanon
The group noted in its presentation that the integration of Merrill Lynch’s international wealth management business entered its final phas
09/08/2014
ABN Amro rises again
Singapore's oldest surviving bank says Republic is critical to its growth
09/08/2014
The GCC continues to be a standout region for wealth creation
Some of these newly affluent clients are the product of market performance and the broader impact of GCC economic growth. Others are Arab, Asian and Western expatriates. This is driving overall demand for basic investment services and financial planning,
09/08/2014
Growth Capital: Nutmeg - tech take on wealth management that lets you start with just £1000
It’s heartbreaking to see how antiquated the wealth-management industry is
09/08/2014
Tilney Bestinvest finalises charity team plans
Company chief investment officer Gareth Lewis will have a strategic oversight role in investment strategy.
09/07/2014
Stockbroker snaps up private wealth unit
The land grab continues among the stockbroking community.
09/05/2014
Credit Suisse combines Europe private bank
Significant progress has been made in solving legacy cross-border tax matters with the aim to finalise by the end of 2015
09/05/2014
No more secrets - Swiss banks learn to shape up, not shut up
The key paradigm shift is that, in the old days, Swiss private banking imported clients
09/05/2014
Private bankers link training to take-up of funds
The structure that has been put in place to promote funds has been quite successful
09/05/2014
No more secrets - Swiss banks learn to shape up, not shut up
Switzerland's allure as a place to stash cash has been badly damaged by a U.S.-led campaign against tax cheats, and the country's roughly 140 private banks can no longer rely on a reputation for secrecy to attract wealthy customers.