04/06/2015
Advisory fees show signs of a rebound
Industry analysts wonder whether fees have finally hit rock bottom and the upward trend will continue
Wealth and Asset Management
04/06/2015
Monex Group Joins a Consortium of Investors Forming Wealth Management Bank
The Japanese company which owns a number of subsidiaries providing online securities and foreign exchange trading is venturing into a new business endeavor with a number of partners.
04/06/2015
The Lion Wakes: a Modern History of HSBC by Richard Roberts and David Kynaston: review
Jeremy Warner explores HSBC's rise from an outpost of empire to a global leviathan
04/06/2015
Change our tax system to keep our wealth creators
Before you write it off as a tax cut for the rich, weigh up the real and tangible benefits of this radical plan
04/06/2015
Rob Arnott Wins Wealth Management Madness 2015
Founder and chairman of Research Affiliates Rob Arnott is the 2015 champion of Wealth Management Madness
04/06/2015
DiCaprio proposes resort on private island to “change the world”
In an article published in its Sunday print edition, the New York Times announced that Leonardo DiCaprio has plans to change the world.
04/02/2015
Swiss Private bank trims executive ranks of Americas wealth management unit
Two members of the firms's Wealth Management Americas' executive committee have stepped down
04/02/2015
British Expats Facing Confusion Over Onshore and Offshore Bank Accounts
British people and expats with accounts with international banks in the Channel Island of Jersey are facing confusion over a global clampdown on tax avoidance and money laundering
04/02/2015
Caribbean tax haven resists UK pressure for company register
The government of the British Virgin Islands (BVI) said it has no plans to establish a central register of true company owners
04/02/2015
Nikko partners with Eurasia
Nikko Asset Management has entered into a partnership with Eurasia Group
04/02/2015
Credit Suisse Debt Prowess Risks Spoiling Bets on Thiam
“Credit Suisse’s strengths historically have been in fixed income.”
04/02/2015
Adviser or firm: Where do the loyalties of the wealthy lie?
No more than 3% choose a fresh start.
04/02/2015
HSBC tax evasion customers in India told to get a lawyer
HSBC customers in India suspected of tax evasion have been given 30 days to nominate a legal representative in Switzerland
04/02/2015
UBP eyes Asia partnerships after Coutts deal
UBP's global head of private banking Michel Longhini is looking at partnerships for future expansion
04/02/2015
The Swiss financial centre still leads the world
Several tax agreements and the Foreign Account Tax Compliance Act, and it has agreed to adopt the new OECD Common Reporting Standard based on the principle of automatic exchange of information.
04/02/2015
The Changing Face of Wealth Management
Wealth management now and in the future will be as different as the makeup of the (changing) wealthy. It will also be very similar
04/02/2015
AFH Financial acquires IFA in £460k deal
AFH Financial has acquired Nottingham-based IFA Clarendon Financial Solutions for £461,000.
04/02/2015
More Management Changes at Standard Chartered
Standard Chartered PLC on April 1 announces further Board changes and several appointments to key leadership roles
04/02/2015
Canaccord Genuity president and chief executive has passed away
Paul was 52 years old and leaves behind his wife, four children and his extended family.
04/02/2015
Life after Tilney: Deutsche AWM targets ultra high net market
Deutsche Asset & Wealth Management is targeting the ultra-high net worth market with a refocused business, following the sale of its Tilney regional office network last year