Wealth and Asset Management

05/04/2015

Fast growing wealth firm makes senior appointments

Simon, Charles, and Mark bring to Koda unique skills sets, which will complement our growing team of experienced advisers, all of whom are committed to our independent and transparent model.

05/03/2015

Whistleblower Birkenfeld: “I helped Switzerland”

Bradley Birkenfeld, the former UBS employee who helped bring down Swiss banking secrecy, has explained to Swiss public television SRF why he blew the whistle on the bank’s tax evasion violations in the United States.

05/01/2015

GAM AGM confirms chairman and share dividend

At the Annual General Meeting (AGM) held on 30 April 2015, the shareholders of GAM Holding AG approved a dividend of CHF 0.65 per share and also confirmed in their office all members of the Board of Directors who stood for re-election.

05/01/2015

In flux: private banking in 2015

Private banking and wealth management can be hugely lucrative, bringing in fees and boosting profits in a way that other areas of banking struggle to match

05/01/2015

Praxis and IFM merger receives regulatory approval

THE merger of Guernsey-based Praxis Group and Jersey-based IFM Group to create one of the largest independent and owner-managed financial services groups headquartered in the Channel Islands has been given regulatory approval.

05/01/2015

Ex-Brewin Brighton trio launch wealth boutique

Brewin directors Pegler, Ewen Emmerson and Francis Jarman have founded Brighton Capital Management, alongside former Barclays Wealth head of strategy and proposition Tim O’Connor.

05/01/2015

Don’t Underestimate the Robos

Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”