12/05/2014
WEF Offers Impact Investing Road Map for Wealthy Families
The World Economic Forum has a message for wealthy families thinking about impact investing: don’t just buy on the buzz, do your homework.
Wealth and Asset Management
12/05/2014
Luxembourg realigns itself as an art and antiques haven
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.
12/04/2014
The “new” way of working that’s slowly starting to shake up banking careers in Asia
Private bankers in Asia may eventually find that their careers are focused more on providing financial advice and less on flogging financial products – and this may make it easier for them to move firms.
12/04/2014
China banks' wealth management products given bond, stock market entry
China will allow wealth management products sold by its commercial banks to enter the domestic bond and stock markets, in a move to encourage direct investment through these products instead of through trust companies,
12/04/2014
Jersey strengths showcased to key Asian advisers in inaugural Roadshow series
Jersey’s strengths as a centre for wealth management, company listings and fund servicing were showcased to over 500 stakeholders in key Asian markets last month, through Jersey Finance’s inaugural Asia Roadshow.
12/04/2014
Ex-Goldmans duo aim to 'disrupt' wealth industry with new boutique
Ex-Goldmans duo aim to 'disrupt' wealth industry with new boutique
12/04/2014
Guernsey Innovates For Middle Eastern Wealth
Fiona Le Poidevin, Chief Executive of Guernsey Finance, looks at what sets Guernsey apart from others as a premier location for private wealth.
12/04/2014
Aberdeen Asset Management chief executive Martin Gilbert cashes in
Finance director Bill Rattray, chief investment officer Anne Richards and group head of equities Hugh Young all cashed in.
12/03/2014
CIBC's Wealth Management Group named "Best Wealth Management Provider - Canada
CIBC has been named Best Wealth Management Provider in Canada for 2014 by World Finance, a U.K.-based leading financial magazine.
12/03/2014
DBS Said to Work With Citigroup to Study Possible Coutts Offer
DBS Group Holdings Ltd., Southeast Asia’s largest lender, is working with Citigroup Inc. as it studies a potential bid for the international business of Royal Bank of Scotland Group Plc’s private bank
12/03/2014
Wealth managers hit by regulatory problems and tough markets
WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems
12/02/2014
Centric Wealth beefs up domestic equities portfolio, appoints Vinva to manage $100 million
Centric Wealth, part of the Findex Group, has announced the inclusion of Vinva Investment Management to its Australian Equities portfolio via the launch of Australian Equities Extension Fund
12/02/2014
Swiss to Keep Tax Breaks for Millionaires, SRF Projections Show
Swiss voters probably elected to keep a 152-year-old tax break for rich foreigners that is in force in Geneva and other wealthy areas
12/02/2014
Wealthy Investors Want More Private Equity
While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.