09/10/2015
Ex-Ashcourt compliance director launches consultancy
Wealth managers are having to pay more for in-house compliance personnel.
Wealth and Asset Management
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.
09/07/2015
Wealth Planning Goes Back to the Future by David Dorgan
Article first published in CONNECT, Issue 41, September 2015
09/07/2015
It's Not What You Do - It's Why You Do It
If one thing is for certain, it is that in an industry where products and services are commoditised
09/07/2015
‘After Schroders... I’ve got one more big job in me’
But the down-to-earth Mr Buxton is eager to stress that the additional position he has taken on at OMGI “isn’t a traditional chief executive role”.
09/07/2015
Cim Global Business sponsors South-East Asian Private Equity Conference
SEAPEC provides valuable opportunities to exchange ideas, discuss current practical challenges and to share best practices.
09/07/2015
Tacit strikes out alone as AUM hits £350m
We have a good relationship with Raymond James and have decided to stay with them for the back-end and the link to Pershing.’