11/03/2014
Family trusts trump SMSFs on simplicity, says HLB Mann Judd
Family trusts are being overlooked in favour of SMSFs as a way of managing wealth, but accountancy firm HLB Mann Judd argues these investment vehicles “shouldn't be ignored”.
11/03/2014
Deutsche Skatbank, a division of VR-Bank Altenburger Land, is introducing negative interest rates.
11/03/2014
The Greek government is looking to make changes to its golden visa programme, allowing investors to obtain full Greek citizenship after seven years.
11/03/2014
Two of the banks that advised French advertising giant Publicis on its failed merger with US peer Omnicom have got a second bite at the cherry, advising the French company on its latest multibillion dollar acquisition.
11/02/2014
Leyne was accused of making "unauthorised deals" by Swiss hedge fund before his death in apparent suicide
11/01/2014
Bank to offer video service to top clients
A bank is set to offer a face-to-face video service for its top customers in a digital revolution which it claims is a first for the UK banking industry.
10/31/2014
Gay and lesbian CEOs may still be few in number—but the ranks of openly gay and lesbian millionaires and billionaires are growing rapidly. The announcement by Apple CEO Tim Cook on Thursday highlights just how rare it is for a Fortune 100 CEO to co
10/31/2014
Rivals say they are working to pick off Convergent Wealth Advisors clients following the apparent suicide of its former CEO and reports about irregularities at an outside fund he managed.
10/31/2014
Having a clear purpose is “worthless” unless every person in the organisation is engaged with it
10/31/2014
DBS interested in buying RBS's Coutts: CEO
"We will take a look at Coutts when it comes on the block," said DBS chief executive Piyush Gupta on Friday.
10/30/2014
Ms Field also appealed for a period of calm, adding: “After five years of implementing transformative pieces of legislation post-crash, we need to have a cumulative impact assessment of their effects and an audit of whether all member states are app
10/30/2014
Any account holder or client could seek damages against any bank or bankers that did not maintain his/her confidentiality
10/30/2014
Private banks in Singapore are breathing life into a generally dull fintech job market in Singapore
10/30/2014
Getting to the top is a lot easier than retaining same position
10/30/2014
This comes on the back of increasingly high demand for specialist financial advice from clients in this part of the globe.
10/30/2014
Northern Trust, a leading provider of Wealth Management services for affluent individuals, families and family offices, was also named Best Private Bank for Socially Responsible Investing.
10/30/2014
Awards recognize RBC's continued excellence in wealth management
10/29/2014
Old Mutual’s acquisition of Quilter Cheviot could pave the way for an initial public offer (IPO) of its wealth business.
10/29/2014
It will be managed by the group's head of convertible bonds, Jean-Edouard Reymond.
10/28/2014
Discretionary or wealth management is often seen as a bespoke service