06/09/2017
How to service Chinese wealth as it goes global
They face similar succession issues as individuals from many other countries.
Wealth and Asset Management
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.
06/08/2017
China Wealth Market Report Challenges, Opportunities & HNW Investors 2017
The average portfolio is heavily invested into cash and near-cash products and property, and this is not expected to change in the near future.
06/07/2017
UBS sells wealth management operations in Netherlands
The transaction also comprises the products and services of the Netherlands branch of UBS Europe SE.
06/07/2017
SJP reveals plans for world domination
The international division of the business was launched after SJP bought The Henley Group in mid-2014.
06/07/2017
Cordium helps wealth and fund firms fight tax evasion
The solution from the governance, risk and compliance provider is designed to help wealth and fund firms adapt to new requirements of the Criminal Finances Act
06/07/2017
Quilter Cheviot's Simon Walker talks wealth management in the city
The wealth management industry in the North is progressing
06/07/2017
SAIL Capital Wins its 5th International Award This Year
“Best Cleantech Private Equity Firm - New York”
06/07/2017
Guardian Wealth Management has launched a new division
This can “often tend to foster an initial transactional relationship between client and adviser
06/07/2017
The changing landscape of private wealth
There's been a seismic shift in the regulatory landscape for international HNWs, and the industry needs to adapt, writes Robert Paul
06/07/2017
Robo-Advisors, Partnerships and Inorganic Intelligence to Drive Future of Wealth Management Industry
Client Assets on Digital Advice Platforms to Cross $400 Billion by End of 2018