02/02/2016
Old Mutual Wealth has today signed an agreement to buy the Singapore-based expat-focused financial advisory firm AAM Advisory as part of its plans to concentrate the Old Mutual International business on only two core markets in North/SE Asia.
02/01/2016
Also, the residency rights obtained through a 'golden visa' can be upgraded to citizenship after a few years.
02/01/2016
The situation is particularly difficult in Asia where the maintenance of wealth is a fairly new development.
02/01/2016
Coutts targets wealthy people with at least £1m in 'investable assets' and has been in the city for less than 13 years
02/01/2016
Julius Baer says still on lookout for acquisitions, expects consolidation in Swiss market to continue
02/01/2016
The reports follow the news in December that Palamon Capital Partners, Towry’s private equity backers, had decided to sell the advice business, then reportedly valued at £600m, after giving up on plans to float it on the stock market.
02/01/2016
This was offset by net sales into Isas dropping 10 per cent to £3.5bn, and unwrapped products falling 18 per cent to £3.7bn.
02/01/2016
Davies and Yearsley worked alongside each other at Hargreaves Lansdown where the former was a board director and latter worked in fund research.
02/01/2016
High-net-worth individuals are among those most frenetically integrating digital technologies into their lives, yet many wealth management firms have been slow to realise that an online offering is more than just a hygiene factor in their proposition; it
02/01/2016
Starting in 1967 with the Jostedalsbreen Glacier Expedition, Sir Ranulph has since undertaken physical challenges across all the world’s terrains and continents.
02/01/2016
“Each and every one of us will by touched by terminal illness; be it through a friend, a loved one or from a terminal diagnosis of our own,” explained Frederik van Tuyll, CEO of TMF Group.
02/01/2016
The Swiss banking group SYZ has unveiled a new advertising campaign centred on iconic personalities.
01/29/2016
That's helping to keep a lid on borrowing costs for Asia's investment-grade firms, which are paying lower premiums for international notes than their US peers for the first time in nearly seven years, according to Bank of America Merrill Lynch i
01/29/2016
Iran is opening up to foreign investors after the lifting of international sanctions earlier this month ended a decade of isolation.
01/29/2016
Chandler, now Head of Wealth Management Advisor Group, East,at UBS, was born in Denver to two school teachers.
01/29/2016
He received his award at FinanceAsia’s annual awards dinner at the Grand Hyatt in Hong Kong before more than 260 leading players from the world of AsiaPacific
01/28/2016
Wealth management and fiduciary services are core businesses for Butterfield Group
01/28/2016
New funds focused on taking the right risk at the right time to help participants build more reliable retirement outcomes and live well, for life
01/28/2016
U.S. Trust, Bank of America Private Wealth Management, a private wealth management organization, has hired six new private client advisors nationwide.
01/27/2016
BHF Kleinwort Benson Group has announced that the Company's Board of Directors has published its response memorandum in respect of the mandatory public takeover bid launched by Oddo et Cie SCA