01/31/2014
Malta bows to EU, amends controversial 'citizenship for sale' program
European Union had pressured the island nation to require applicants to live in country for one year
01/31/2014
Trusts Save Taxes by Paying Out More Now
This year's new, higher income tax rates for top earners has advisers who deal with trusts doing a lot of what Paul Lee calls "running the brackets."
01/31/2014
Growth is expected to come from a focus on ultra-high net worth clients, intermediaries and its US division, which provides a range of wealth management services to clients with ties to America.
01/31/2014
London-based wealth manager 'first UK wealth manager to achieve ‘B Corp’ certification'
The London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new ac
01/31/2014
Kent-based law firm launches wealth management arm
We think it will take the advice and support we can give to clients to another level entirely in terms of holistic approach."
01/30/2014
Vital Regeneration launches “HELP Enterprise” in partnership with BNP Paribas, Dolphin Square Foundation and Westminster City Council
01/30/2014
Rothschild and Topwater Capital ink exclusive arrangement
Under this arrangement, European investors interested in investing with Topwater Capital may only do so through one or more entities managed by Rothschild.
01/30/2014
Aviva is introducing a platform charge of 0.15% for new customers with portfolios valued at more than £400,000.
01/30/2014
Jersey’s 'future proof' funds regime to be showcased to London audience
Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.
01/30/2014
The Millionaire Corner survey provides a snapshot of the more upbeat investment mindset with which these investors began the New Year.
01/30/2014
Jersey Finance highlights its plans and priorities for 2014
An outline of Jersey Finance’s promotional activities for the year ahead and a review of key developments in 2013 was provided today (Tuesday 28 January) at Jersey Finance’s Annual Review presentation held at the Hotel de France. Hosted by Jer
01/29/2014
I decided to take it in a different direction
01/29/2014
There’s a huge difference between haute couture and off-the-peg in wealth management
01/29/2014
An acquisition the bank said “aligns with our strategy to grow our wealth management business in North America and supports our goal to grow wealth management to 15% of the bank’s overall earnings.”
01/29/2014
Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.
01/29/2014
The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.
01/29/2014
Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.
01/29/2014
RBC Wealth Management also came runner-up in the ‘Jersey Trust Company of the Year’, 'Guernsey Trust Company of the Year', 'Caribbean Trust Company of the Year' and 'Hong Kong Trust Company of the Year' categories
01/29/2014
The Succession Group was established in Plymouth by Simon Chamberlain in 2009.
01/29/2014
Miss Le Poidevin was one of only four women to win awards at the Citywealth Power Women Lunch 2014 which was held on Thursday 23 January in London.