05/18/2015
Brown Brothers Harriman is shaking up its private-banking business
The 200-year-old partnership offers a sense of stability, and the principals have skin in the game.
05/18/2015
The $19 million Ocean Strategy fund owns companies helping to sustain the globe’s water resources
05/18/2015
Attrition and breakaways have shrunk head counts at wirehouses
Dwindling head count presents one of the biggest threats to the wirehouses as they look to keep pace
05/18/2015
Activist group says Aberdeen Asset Management, Hermes, M&G, BlackRock, HSBC and Schroders mostly sided with company management in pay disputes
05/18/2015
Artemis Racing became the first America’s Cup challenger to launch its AC45 development catamaran in Bermuda this week
05/18/2015
Asean: The Future in Wealth Management
Southeast Asia’s economic boom is resulting in the emergence of a new middle class, heralding vast opportunities for global wealth management
05/18/2015
These prestigious awards highlight not only fund performance, but also the firms and people working tirelessly behind the scenes to successfully form, manage and advise on all aspects of funds in the current market.
05/18/2015
Switzerland was singled out in this week’s Economist cover story on the dangers of tax-free debt
05/18/2015
Trade body will bring benefits to the financial advice sector
05/18/2015
More than 500 people attended the Guernsey Funds Forum 2015 in London last week.
05/17/2015
Julius Baer rose as much as 4.8 percent, the most in more than five weeks
05/17/2015
Finter Bank Zurich AG has agreed to pay $5.4 million in a deal with the Justice Department to resolve tax-related offenses
05/17/2015
History is littered with examples of people ruined by coming into money too young
05/17/2015
A good system of private governance will rely on building a balanced team of family members and advisers
05/17/2015
Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big-picture level for the company but also in recruiting new reps
05/17/2015
The event is part of the Markets Group series of Private Wealth forums throughout Latin America that provide education on regulation, wealth protection, asset allocation and private client management.
05/17/2015
Some 40 Sri Lankans stashed away around US$ 50 million in secret Swiss bank accounts
05/15/2015
China’s newly minted rich are more concerned about holding onto their wealth than adding to it, unlike many of their Asian counterparts.
05/15/2015
It has been granted an extension to its licence to offer an enhanced level of fund servicing capabilities in the UK.
05/15/2015
Lee Woon Shiu suggests offshore trusts to help China’s rich preserve, protect and transfer their wealth