04/18/2016
Close Brothers Asset Management has announced the Family Business Road Trip 2016, a tour of some of the UK’s most successful family businesses, in association with Family Business United.
04/18/2016
“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to
04/18/2016
Swiss group aims to double assets under management to $20bn
04/18/2016
The Securities and Exchange Surveillance Commission on Friday recommended that the Financial Services Agency penalise Credit Suisse's Japanese brokerage unit after finding that one of its analysts leaked non-public information on a company's ear
04/18/2016
The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea
04/18/2016
Nab-owned wealth management firm JBWere has announced a research and distribution partnership with investment bank Moelis Australia.
04/18/2016
The fund will follow the same investment process as the €1.4 billion (£1.1 billion) Edmond de Rothschild Fund Europe Synergy strategy which already has 30% in the UK.
04/18/2016
Rise of Africa’s rich has been good business for banks but less good for development
04/18/2016
However, Weber argued that this isn't easy given the current climate of balance sheet reductions in the banking sector.
04/18/2016
The global corporate, trust, funds and accounting services company is led by Chief Executive Officer Farah Ballands, supported by Estera’s existing management team with over 150 years of combined industry experience.
04/15/2016
Credit Suisse Private Banking Asia Pacific and CA Indosuez Wealth Management say investors are favoring higher-quality issuers, while UBS AG Wealth Management warns of the prospect of exchange-rate losses on local-currency bonds.
04/15/2016
The joint author of the renowned research ‘Global Shell Games’ will be a keynote speaker at this year’s Jersey Finance Annual Private Wealth Conference, where he will also launch his latest research report.
04/15/2016
The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.
04/14/2016
The attraction of the Coutts deal was not Europe but Asia, says Union Bancaire Privee’s CEO Guy de Picciotto.
04/14/2016
Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth m
04/14/2016
Wealth management is typically viewed as more relaxed – advising private, often non-professional investors who frequently make decisions over a longer timeframe.
04/14/2016
The bankers were all focused on high net worth, as opposed to ultrahigh net worth, individuals.
04/14/2016
These facts have never changed, and it's hard to argue that Cameron ever portrayed himself as anything else.
04/14/2016
With financial technology start-ups gradually making inroads into "high-volume, low-value -add" services such as payments and foreign exchange.
04/14/2016
The service will be available to new clients and to existing users of the Group’s non-advised Online Investment Service.