10/02/2015
Adding Wealth Management to Tax Services
Four key steps to expanding your client offerings
Wealth and Asset Management
10/02/2015
How much SA cash is ‘hidden’ in Swiss banks
SwissLeaks Reviewed was a joint project by the FTC and Christian Aid.
10/01/2015
Deutsche Bank Would Cut Yuan Risk From China Stocks With ETF
The fund, which will track a hedged version of the CSI 300 index, will mitigate its exposure to the Chinese currency using one-month forward contracts on offshore-traded yuan.
10/01/2015
Rathbones snaps up IFA
Our decision to acquire the Vision Group is a reflection of its proven ability to grow and the strong relationship we have built up in the last five years.
10/01/2015
Private bank to merge Jersey and Guernsey operations
63 people are employed by them in Jersey, and 92 in Guernsey.
10/01/2015
Asset Protection Planning Increasingly Appeals To The Ultra-Wealthy
There are three main reasons for the greater attention and resources the ultra-wealthy are committing to asset protection planning.
10/01/2015
Donating air miles to charity
Looking for a worthwhile way to spend your unused air miles, or just want to make a difference by donating to charity?
10/01/2015
Rathbones to acquire Vision as part of its continuing growth strategy
It was vitally important to us that any future partner understood the unique Vision culture and ethos that exists within our business
10/01/2015
Julius Baer CEO Says He’s Confident About Asia After China Trip
Julius Baer is Switzerland’s third-largest asset manager behind UBS Group AG and Credit Suisse Group AG
10/01/2015
BMB Refocused as Specialist Advisor and Investor for Forbes 500 Families
The BMB Group, founded in 2006 by members of Asian and Gulf based ruling families, has refocused its business to provide capital and specialist advice exclusively for Forbes 500 families.
10/01/2015
Old Mutual Wealth eyes online simplified advice service
Old Mutual Wealth is piloting an online simplified advice service for advisers to white-label.
09/30/2015
Brokers Managing $3.3 Billion Take Flight from Merrill Lynch
Seven Merrill advisers will form their own independent practice
09/30/2015
Lessons learnt from int’l expansion says St James’s Place
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Lessons learnt from int’l expansion says St James’s Place
St James’s Place has faced many challenges in new international territories which have provided the blueprint for further overseas expansion, says its commercial director Iain Rayner.
09/30/2015
Seven of the Nation’s Top Financial Advisors Unite to Create Ultra High Net Worth Wealth Management Boutique
The firm advises ultra high net worth individuals and families, non-profit organizations and corporations across the United States.
09/30/2015
Integration of Philadelphia Financial and Lombard International Assurance Forms Industry Leader in Global Wealth Management Solutions
Philadelphia Financial to Be Re-Branded Lombard International
09/30/2015
SJP hunts for advisers ‘no previous experience required’
The first intake will begin in February 2016, following interviews for candidates starting this month.
09/30/2015
French Duncan re-brands wealth management arm
The business division, laterally known as French Duncan Financial Services Ltd, has been renamed French Duncan Wealth Management
09/30/2015
Wealth Adviser Daily Briefing: For Rich Clients, Firms Add a ‘Quarterback’
That is why Chicago-based adviser Joshua Coleman says firms need a financial “quarterback,” or someone who can connect wealthy clients with attorneys, consultants, insurance experts and more.
09/29/2015
Merrill Lynch forms wealth management group
The new wealth management group will be based in Austin, Texas.