09/14/2015
Private bank to sell direct to adviser clients
Commission will accrue on daily balances until 30 November and will be paid in January 2016.
Wealth and Asset Management
09/14/2015
Cantor Wealth loses third exec this year
Scott Hotham, head of private wealth management sales, resigned last week just shotly after the firm said it was looking to jump-start growth
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.