06/03/2014
The millions of pounds which will be easier to access in UK pension schemes following the spring budget can help nurture a new era of business entrepreneurism
06/03/2014
Lombard Odier Partner Says EU Will Block Swiss Offshore Banks
Almost 12 years after opening borders to EU expatriates, Swiss citizens recoiled, backing an initiative to impose limits on immigration that contravenes an EU treaty agreement.
06/03/2014
An introduction will be provided by Fiona Le Poidevin (pictured), chief executive of Guernsey Finance – the promotional agency for the island’s finance industry.
06/03/2014
Macnguyen uses a bottom-up, fundamental value-based investment approach
06/03/2014
Ex-Adam & Co team 'empowers' wealth managers with tech portal
The move to one name signals the ambition of the Group to build a strong, consistent and recognisable core brand, benefitting both its clients and standing within the marketplace.
06/02/2014
Weetabix scion and RBC back £80m buyout at Amber Taverns
MxP Partners, founded by Michael George after the sale of the cereal brand, bought Amber Taverns from Legal & General Capital in a deal worth £80m.
06/02/2014
Royal Bank of Canada Weighs Investing Up to $1 Billion in Spinout
The new firm will be called Taursa Capital Partners and open by the end of the year, said the people, who asked not to be identified because the plans are private and subject to regulatory approval.
06/02/2014
One of Britain's best connected business knights explains why he is becoming chairman of Hassium Asset Management
06/02/2014
With wealth comes responsibility, and for many Qatari families a key priority is putting in place a strategy based on a vision that will benefit future generations in a fruitful and meaningful way.
06/02/2014
Barclays is working with advisers to sell its offshore fiduciary services division, according to four people familiar with the situation.
06/02/2014
Successful priority banks should be able to deliver value-added services. With the sustained transformations that have taken place within the banking industry in Indonesia, it is observed by many analysts that retail banking has transformed itself into f
06/02/2014
New Solution Brings Together Wealth Intelligence And KYC To Enable Businesses To Meet Compliance Needs And Mitigate Risk
06/02/2014
Mirabaud Asset Management has launched a Global Equity High Income fund for new recruit Kirill Pyshkin.
06/02/2014
The fund is well diversified and invests across all sectors and emerging markets globally
06/02/2014
With the high-net-worth market now reaching the saturation point, advisors are better off tapping the fourth and third income quintiles the middle market if they intend to stay in the business over the long term.
06/02/2014
The number of German millionaires is expected to rise by 11% over the next four years, but wealth distribution remains uneven.
06/01/2014
The affluent, being financially comfortable through years of hard work, are at a stage in their lives where they can afford to reassess their values, objectives, and outlook in life.
05/30/2014
Rich Asians like to trade, especially in foreign exchange and derivatives, and they do it well
05/30/2014
Wealth management goes online in the US
A new advisory platform targeting US households that have between $100,000 and $1 million of investable assets could disrupt the wealth management industry.
05/30/2014
Helping Gen Y Manage Its Millions
Lockup expiration days are typically volatile, as insiders rush to sell. It’s the kind of impulsive investing move that Wealthfront is trying to correct.