03/26/2015
Qatar Islamic Bank has held an exclusive event for its private banking customers at Four Seasons Hotel in Doha, when for the first time in Qatar, Knight Frank presented its 2015 Wealth Report.
03/26/2015
Brokers need to spell out their potential conflicts of interest to clients, New York City Comptroller Scott Stringer believes.
03/25/2015
Global adviser group deVere provided evidence of what a spokesperson described as "one of the largest financial scams in history" to a US-based investigative news service.
03/25/2015
Swiss private bank to buy majority stake in British asset manager
Partners and key employees will retain a 40 per cent stake in the business
03/25/2015
Cyprus offers a wealth of investment opportunities
03/25/2015
Vontobel drives growth through its core capabilities and well defined focus markets
03/25/2015
The provider stated that the move - which has been trailed by bankrolling IFA acquisitions - was in response to fundamental changes
03/25/2015
Jersey has an opportunity to diversify its alternative funds capabilities and a growing role to play as a European domicile supporting US fund managers, according to panellists at this year’s Jersey Finance Annual London Fund Conference.
03/25/2015
Nomura Holdings, Inc. today announced that it has reached an agreement to sponsor the 2020 Olympic and Paralympic Games as the exclusive Gold Partner in Securities category
03/25/2015
Senior management of Conifer will continue to lead the business and own a significant minority interest in the company.
03/25/2015
Middle Eastern Private Banking continues to expand in 2015
The report concluded that growth and hiring will continue at a fast pace
03/25/2015
Program to Create Line-Up of Project-Ready Certified Consultants to Support Private Banking Platform Activity
03/25/2015
This was primarily via German and UK equities, to which he currently has 30% allocated. To gain exposure to Europe, Higgins bought low cost ETFs.
03/24/2015
Meet the bankers with the clients that banks in Singapore are now desperate to capture
The population of high-net-worth individuals, those with more than US$1m in investable assets, in China surged to 758,000 in 2013, up 17.8% from the year before, according to a report by Capgemini and RBC.
03/24/2015
Investec Wealth & Investment is investing £500 million of client capital into hedge funds and alternatives, saying that deflation is now less probable.
03/24/2015
In July 2014 Julius Baer announced its strategic cooperation with Bank Leumi, which included the acquisition of Leumi’s private banking business in Switzerland.
03/24/2015
Institutional fund managers are finding it difficult to accept hospitality beyond reasonable limits because compliance is getting stricter
03/23/2015
Four nods for Fiducia in Money Marketing Financial Services Awards
Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.
03/23/2015
Threatening to blacklist jurisdictions which fail to compile public registers of the beneficial owners of trusts and companies is all well and good
03/23/2015
The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.