06/22/2016
Societe Generale Private Banking accompanies many of Europe’s leading family businesses through key moments in their personal and professional careers
06/22/2016
The average Australian is now significantly wealthier than the average US citizen, according to a report
06/22/2016
The business blamed costs associated with the three acquisitions it made last year plus lower than expected trading volumes.
06/22/2016
A second transfer of $2 million was made three years later into the account of a Dubai firm that he controlled, the people said.
06/21/2016
The deal has opened up significant opportunities for Royal Bank of Canada to augment its top line by leveraging on City National’s high net worth and commercial clients’ network as well as expanding its franchise in the U.S.
06/21/2016
Business property relief is one of the principle carve-outs in inheritance tax, reducing the recognised value of certain transfers by either 50% or 100%.
06/21/2016
Credit Suisse shares have lost about 42 percent this year, touching the lowest since at least 1989 on June 16, data compiled by «Bloomberg» show.
06/21/2016
The country is expected to have nearly 15,700 UHNWIs by 2024
06/21/2016
Mary Haly, Senior Portfolio Manager, Coutts, discusses Central Bank policy and how we give give our clients exposure to alternatvie investments such as Infrastructure.
06/21/2016
Unconfirmed New York Post story revives old rumor that the Swiss company may want to unload its U.S. wirehouse
06/21/2016
The acquisitions of Tilney & Co in 2002 and Insinger de Beaufort in 2006 further grew the team which now comprises seven portfolio managers and four investment advisers.
06/21/2016
More cuts are expected to be announced in the coming months, the sources said.
06/21/2016
KMH founder partners, Nicolas Medan and Guillaume Hublot, said: “KMH has expanded considerably over the last few years primarily through three acquisitions and the creation of a Swiss entity based in Geneva.
06/21/2016
The company has close to half a billion pounds in assets under management and the balance sheet strength that allows Coram to implement its strategy at a pace that exceeds original expectations.
06/20/2016
London-listed boutique fund manager Jupiter Asset Management expects HK to provide sustainable growth opportunities
06/20/2016
The first casualty of the wealth management wars may be UBS
He also thinks UBS would likely not recover the multimillion-dollar price it paid in its 2010 transaction for the former PaineWebber.
06/20/2016
Private wealth in the US hit the skids last year as markets contracted.
06/20/2016
It was also very special to see the Birthday Honours list and in particular to note the CBE awarded to Alison Hutchinson, Chief Executive of Pennies, for services to the Economy and Charities.
06/20/2016
My main message was that the international finance industry faces many new challenges in the light of the Panama Papers and assorted initiatives from the OECD, the EU and the G8/G20.
06/20/2016
HSBC sees opportunities in succession planning and creation of governance structures