02/08/2016
London audience hears of Guernsey's funds advantages
The masterclass was hosted by Guernsey Finance in conjunction with the Guernsey Investment Fund Association (GIFA).
Wealth and Asset Management
02/08/2016
Paul Abberley named one of PAM Insight’s 50 Most Influential figures
Charles Stanley CEO, is named one of PAM Insight’s 50 Most Influential figures
02/05/2016
Tilney Bestinvest to acquire Ingenious Asset Management
The deal is expected to complete in April, subject to regulatory approval.
02/04/2016
Wells Fargo Denies Report of Deal Talks With Credit Suisse
The newsletter didn’t cite the source of its information.
02/04/2016
Cayman’s offshore banking sector shrinking
A major sector of the banking industry in the Caymans could be wiped out by tough regulations designed to fight money-laundering.
02/04/2016
Private Investor club completes first deal of 2016
High Net Worth individuals can access these opportunities through our Investor Club, and we’re seeing strong levels of interest amongst prospective investors at this time.
02/04/2016
RBS calls off planned sale of India banking business
The India operations of the RBS banking business comprise corporate and institutional banking, trade finance and cash management.
02/04/2016
OMI tackles high net worth channels with new investments
One year on from rebranding Skandia International as Old Mutual International, sales director Marcel Bradshaw talks about the positive impact of the process, the rationale behind the company’s sponsorship of the England rugby teams and the shift to
02/04/2016
HSBC setting up local subsidiary to handle retail, wealth business
All other lines of business of HSBC in Singapore, which include commercial banking, private banking and global banking and markets, will continue to operate under the existing Singapore branch.
02/04/2016
Financial Crisis ‘Cast Long Shadow on Investors’: UBS
Survey of wealthy and affluent investors finds nearly 90% are keeping or increasing cash holdings since 2008
02/04/2016
OM Asset Management Sees Fall In Fourth-Quarter Net Income
In a statement, the New York-listed asset manager said economic net income amounted to USD36.5 million in the three months ended December 31.
02/03/2016
World's second-oldest bank is used to taking long view
A bank established more than 400 years ago does not need to rush into things.
02/03/2016
Wealth Managers, Start Paying Attention To Social Impact
One of the striking features of the report in recent years, is the increasing interest among wealthy individuals regarding social impact.
02/03/2016
RBC Wealth Management partners FutureAdvisor on digital advice pilot
The service will initially be targeted at clients who also want to use automated investment strategies and tools
02/03/2016
BNY Mellon to buy Menlo Park investment firm
Atherton Lane Advisers co-founders Perry Olson, Janet Littlefield and Gary Patterson will join BNY Mellon Wealth Management, with Mr. Olson assuming a senior leadership role, the company said.
02/03/2016
UAE Insurance Authority issues licence to Guardian Wealth Mgt
The UAE’s insurance regulator has granted its first brokerage licence in around eight years, to international IFA firm Guardian Wealth Management.
02/03/2016
Maitland's Well-Kept SA Success Story
It’s about getting a licence to act as a manco and administrator for private equity and real estate funds in the EU.
02/03/2016
New management at Richmond Fiduciary Group following MBO
Richmond was established in 1988, is based in Guernsey, and offers fiduciary services including professional trust and company formation and management. The directors, together with the senior managers have over 250 years combined experience in the intern
02/02/2016
Private bank taking look at Barclays Asia wealth arm - CEO
Barclays has picked Lazard to help advise on the deal amid efforts to scale back in Asia, three sources with knowledge of the matter said last month.
02/02/2016
BNP Paribas to simplify its wealth management structure
The move would fit with the bank’s broader plan to review operations, cut expenses and boost cross-selling, as compliance and regulatory costs weigh on profitability targets.