03/24/2015

Julius Baer transfers acquired Leumi clients

In July 2014 Julius Baer announced its strategic cooperation with Bank Leumi, which included the acquisition of Leumi’s private banking business in Switzerland.

03/23/2015

Guernsey: Ahead Of The Curve

Threatening to blacklist jurisdictions which fail to compile public registers of the beneficial owners of trusts and companies is all well and good

03/23/2015

Standard Bank Private Clients rebrands Wealth and Investment

The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.

03/22/2015

Rothschilds and the emails of the super rich

The wealth of some of Ireland's richest families, and who manages it for them, could come under the spotlight later this week as a legal schemozzle unfolds in the Four Courts