06/12/2017
Swiss Asset Manager Looks to Asia
The IAM also announced the addition to its board of a seasoned wealth manager with strong Asian links and experience.
Wealth and Asset Management
06/12/2017
Ex-Coutts Boss Opens Bedrock Zurich Office
Bedrock was founded in 2004 by Maurice Ephrati, David Joory, Sandy Koifman and Ariel Arazi as one of the first independent investment boutiques.
06/12/2017
Role reversal: How advisers stole a march on high-net-worth market
Advisers, discretionary fund managers and private banks are rethinking how they engage with wealthier clients
06/12/2017
Ex-England cricketer launches investment firm
Abercross Holdings has acquired Typhoo Tea and plans to buy more UK businesses
06/11/2017
China slows wealth management product issuance amid tightened regulation: report
China's fast-expanding wealth management industry has been considered a source of financial risk, as off-balance-sheet WMPs channel deposits into risky investments without enough regulation.
06/11/2017
Asia catches the sustainable investment bug … at last
The region is late to the party, but with much ground to catch up on and demand from both governments and investors, there's ample room for growth
06/11/2017
Seven Tips For Protecting Clients From Elder Abuse
How many of your clients fit into these vulnerable demographics, and how many of them have plans in place to protect themselves from exploitation?
06/10/2017
Slow adoption of technology hurts asset managers
Money managers at risk of losing market share to digitally savvy disrupters
06/09/2017
Wealth Management Data Startup Addepar Raises $140 Million
Ultra-wealthy clients typically hold their assets in family trusts, limited partnerships or in alternative and illiquid investments spread across several banks and accounts.
06/09/2017
How to service Chinese wealth as it goes global
They face similar succession issues as individuals from many other countries.
06/09/2017
British Overseas Territories and Crown Dependencies - Disclosure of beneficial ownership and control
This will affect companies and other legal entities incorporated in the Isle of Man, Cayman Islands, BVI, Anguilla, Gibraltar, Jersey and Guernsey. Arrangements will come into effect on 1st July 2017.
06/09/2017
ERI wins prestigious award
We are proud to have been voted the winner of this prestigious award
06/09/2017
Private Banker award winners announced
The awards, presented in London on Thursday evening, celebrate the best among the private banks serving wealthy clients across the UK and Europe.
06/09/2017
'Behind every business there is a family' by Penny Lovell
The process began with the nominations at the end of 2016 and shortlists were announced in January. Judges then descended upon the offices of Farrer & Co LLP in early spring to deliberate over the entries.
06/09/2017
Credit Suisse to cut further 1,500 jobs in cost-cutting drive
The intention is to reduce headcount in the UK further to 5,000 by the end of 2017, according to industry sources.
06/09/2017
The Coming Challenges For Asset Managers And Financial Advisors
We asked a nationally recognized financial services communications expert and business consultant for his real-world perspective on major challenges and trends in the financial services industry.
06/09/2017
High-net-worth wealth managers can't survive the digital age on just 'their name and wood paneling'
After his presentation he told Business Insider that the majority of high-net-worth money managers are ignoring Wall Street's wave of digitalization.
06/08/2017
Citigroup Expands Asia Digital in Bid to Reach Affluent Clients
The retail division currently has about 400,000 affluent clients in Asia, with assets ranging from $100,000 to $10 million.
06/08/2017
Treat Customers Fairly Charter for Private Wealth Management Industry
The Charter incorporates five high-level principles together with examples of measures to guide PWMA members in their implementation.
06/08/2017
Guernsey Trust & Company Focus - June 2017
Review of recent news and upcoming events from Guernsey's international finance centre.