02/17/2016
Robo financial advising on the rise, but gen Xers still prefer the human touch
“Robo-advisors are generating a lot of buzz in the personal finance world, but when it comes to fully relying on them, both Gen Xers and boomers hesitate"
02/17/2016
Wealth managers consider removing sterling hedges
Yen and euro stronger
02/17/2016
Tim flies the flag at high-powered event in Kuwait
He promoted the Isle of Man as a jurisdiction of choice when dealing with offshore structures.
02/17/2016
Wealth manager expands team with two senior appointments.
Strong growth from WH Ireland as Isle of Man office marks two years in business
02/17/2016
European Banks' Woes Aren't Fully Justified, Say Wealth Managers
There is no specific issue that explains why European banks are more vulnerable
02/17/2016
The return on the GBP hedged index over six months to 29 January 2016 would have been -12.1%
02/16/2016
For the previous two years, behavior was a factor in the reviews but employees were not given a separate score for it.
02/16/2016
Almost a year on from the acquisition and less than six months into his new role, Mr Loudon feels the often-difficult process of combining businesses has not prevented the company from looking “in such good shape” in the present day.
02/16/2016
The official opening on the 28th April will run from 5.30pm – 8.00pm at the new office near the South Terminal (First Point, Buckingham Gate, RH6 OPP) and will include drinks and canapes.
02/16/2016
Working with emerging market specialist LGM
02/15/2016
The decision is a victory for U.K. Chancellor of the Exchequer George Osborne, who made tax and regulatory concessions to large banks
02/15/2016
Nordea Private Banking ranks among the top 20 Private Banks in Europe.
02/15/2016
Provides Innovative Approaches to Implement Climate Change and Fossil Fuel Aware Investing
02/15/2016
The Butterfield Group’s growth strategy is focused on markets where it has a substantial presence and can achieve economies of scale.
02/12/2016
the new structure will aim to seeking innovative solutions through traditional investment funds.
02/12/2016
Sources familiar with the sales process had told Reuters earlier that Credit Suisse was also weighing a bid for Barclays‘ wealth unit, but it wasn’t immediately clear if the Swiss bank had submitted an offer.
02/12/2016
To be sure, competition for business is fierce, with countless firms fishing for a limited number of super rich clients.
02/12/2016
Wealthy people can now access the full English country house experience with no strings attached
02/12/2016
Consolidated net profit in 2015 fell to 452 million Swiss francs ($462.64 million) but assets under management or custody rose by 2 billion francs to 437 billion francs.
02/11/2016
The Together campaign launched last September following an 18-month long rebrand of UBS to reflect a shift in strategy to focus on wealth management.