02/20/2017
Swiss Banks Face Withdrawals Due to Tax Clampdown
Those who decline to participate in amnesty programs often have to move their accounts.
Wealth and Asset Management
02/20/2017
Chinese Banks' Off-Book Wealth Products Exceed $3.8 Trillion
The products are a key reason behind the growth of shadow banking in China, and have been used by some financial institutions as a way to extend funds to risky borrowers and evade capital requirements.
02/20/2017
St James’s Place joins drive for more ethical investment
Wealth manager to raise profile on environmental, social and governance issues
02/20/2017
Northern Trust to Acquire Fund Services Units of UBS
Northern Trust has operated in Luxembourg since 2004, and the transaction will make Northern Trust a top 10 asset servicing provider in terms of assets under administration.
02/20/2017
This majestic castle is real and it is for sale
The original inspiration for the unique waterfront home came from a ‘Madonna and Child’ stained glass window
02/20/2017
Barclays launches tailored mortgage for entrepreneurs
Barclays will also consider applications from entrepreneurs with two years trading accounts.
02/20/2017
Have you checked your Wealth Manager's EQ?
People often get confused between investment manager and Wealth Manager.
02/20/2017
Euclidea goes live with private banking service available to all
Supervised by the Bank of Italy, in November 2016 Euclidea received authorisation from Consob to operate as Investment Manager.
02/20/2017
Chelverton Investor Club completes its first deal of 2017 - Qualification Check
In regulated industries or other sensitive areas, such as financial services, healthcare or education, knowing employees are who they claim to be and are qualified to do the job is critical.
02/17/2017
Swiss banks face withdrawals due to tax clampdown
Those who decline to participate in amnesty programmes often have to move their accounts.
02/17/2017
Enness Private Clients launches international high net worth mortgage brokerage
The launch of Enness International allows a focused team to offer our clients mortgage advice on their European property portfolio.
02/17/2017
Anand Rathi buys Religare’s wealth management arm
The sale of the wealth management unit to Anand Rathi is part of restructuring process initiated by Religare group founders Malvinder and Shivinder Mohan Singh
02/17/2017
This is the future of financial advice
The future of the industry is not going to be purely robo, but rather we will see a rise in the hybrid model of financial advice
02/17/2017
Robo adviser beats benchmarks in first year
Wealthify achieved higher growth for their clients investments
02/17/2017
Wealth managers to blame for property fund suspensions
Chief executive of Aviva’s £1.4bn property fund takes aim at professional investors
02/17/2017
How Cazenove caters to a niche for discretion
This goes to the heart of the philosophy of Cazenove Capital Management.
02/17/2017
US makeover proposed for UK asset management boards
Regulator wants to copy US mutual governance, with majority of independent directors
02/17/2017
UBS: Five More Years of «Webermotti»
What are the mid-term career plans of UBS' top two?
02/17/2017
Julius Baer and the Russian Client Who Brought Down a Bank
The court proceedings against Julius Baer have been initiated in the plaintiff's country of domicile in the European Union
02/17/2017
Driving top and bottom lines with digital onboarding
Organisations need to focus on some key aspects of running their business