05/18/2015
These prestigious awards highlight not only fund performance, but also the firms and people working tirelessly behind the scenes to successfully form, manage and advise on all aspects of funds in the current market.
05/18/2015
Switzerland was singled out in this week’s Economist cover story on the dangers of tax-free debt
05/18/2015
Trade body will bring benefits to the financial advice sector
05/18/2015
More than 500 people attended the Guernsey Funds Forum 2015 in London last week.
05/17/2015
Julius Baer rose as much as 4.8 percent, the most in more than five weeks
05/17/2015
Finter Bank Zurich AG has agreed to pay $5.4 million in a deal with the Justice Department to resolve tax-related offenses
05/17/2015
History is littered with examples of people ruined by coming into money too young
05/17/2015
A good system of private governance will rely on building a balanced team of family members and advisers
05/17/2015
Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big-picture level for the company but also in recruiting new reps
05/17/2015
The event is part of the Markets Group series of Private Wealth forums throughout Latin America that provide education on regulation, wealth protection, asset allocation and private client management.
05/17/2015
Some 40 Sri Lankans stashed away around US$ 50 million in secret Swiss bank accounts
05/15/2015
China’s newly minted rich are more concerned about holding onto their wealth than adding to it, unlike many of their Asian counterparts.
05/15/2015
It has been granted an extension to its licence to offer an enhanced level of fund servicing capabilities in the UK.
05/15/2015
Lee Woon Shiu suggests offshore trusts to help China’s rich preserve, protect and transfer their wealth
05/15/2015
Jersey's positive role in helping to drive forward and shape the international transparency landscape has been praised by a senior OECD tax expert at this year’s Jersey Finance Annual London Private Client Conference.
05/15/2015
The interactive courses use games, polls and simulations to help users learn about topics
05/14/2015
SIAM COMMERCIAL Bank is partnering with Knight Frank Thailand to open a window to real-estate investment in London for its ultra-high-net-worth customers to help them diversify their investment portfolio amid the economic instability.
05/14/2015
Intesa Sanpaolo SpA, Italy’s second-largest bank, is seeking to buy an international private bank with a market value that’s similar or lower than its own division to retain control.
05/14/2015
The more detailed your business plan, the more authentic it will appear.
05/14/2015
For the year ended 28th September 2014, Stocktrade had income of £9.6m and contributed approximately £1.3m of pre-tax profit.