02/13/2015
Richard Frisby, FBA vice chairman said British Polo Day “will provide our members with a chance to network with some of the world’s wealthiest horse enthusiasts and talk to them about the prestige and tradition that surrounds British racing.&r
02/12/2015
CIBC FirstCaribbean Private Wealth Management Office Opens in Nassau
It was attended by clients and members of the public and private sectors, including The Hon. Michael Halkitis, Minister of State for Finance and Christina Rolle, Executive Director Securities Commission.
02/12/2015
Guernsey bank deposits grow for second consecutive quarter
The increase is the second consecutive quarterly rise and figures from the Guernsey Financial Services Commission (GFSC) show that the total value of Guernsey bank deposits reached £83.7 billion at the end of December 2014.
02/12/2015
European Fund Sounds Alarm After Bitter Sale of Swiss Jewel Sika
The Burkards hashed out the 80 percent premium deal with Cie. de Saint-Gobain SA, without telling management.
02/12/2015
Ex-Barclays Wealth chief plans comeback
He is now looking to re-enter wealth management and is exploring a number of projects
02/12/2015
Credit Suisse board takes 25 pct pay cut after U.S. tax fine
The SNB move has caused a headache for Swiss banks and exporters with the bulk of their spending in francs.
02/12/2015
UBS Wealth Management Americas Reports Fewer Financial Advisers
UBS hasn't fielded a smaller adviser force since the end of 2011
02/12/2015
UK wealth manager targets Gulf expats
An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.
02/11/2015
Number of advisors with the wirehouse now down to less than 7,000
02/11/2015
Profits and advisor headcounts slipped during the fourth quarter at UBS
02/11/2015
Island's History of Robust Regulation, Rule of Law, Global Tax Treaties and Lack of Bank Secrecy Laws Ought to be Recognised by UK Labour Party
02/11/2015
A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required to ensure a successful outcome
02/11/2015
As a result of its geographic location close to Africa, time zone and extensive range of double tax agreements, Mauritius has become a desirable location from which to do international business particularly into Africa and India.
02/11/2015
Guernsey's Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island's reputation as a leading international finance centre.
02/11/2015
Last year’s figure, according to these official statistics, had jumped by 14 per cent on the 2013 figure – which was also a record year.
02/10/2015
AXA Wealth ready for April reforms
Axa Wealth has a full suite of retirement products ahead of April to help advisers and their clients with income options
02/10/2015
Brady Dougan Holds Course at Credit Suisse Despite Tough Markets
The Credit Suisse CEO sticks to the One Bank strategy of investment banking and wealth management as new capital rules pose his toughest challenge yet.
02/10/2015
HSBC files raise questions about oversight of senior bankers past and present
The five were involved in either acquiring, overseeing or managing the Swiss operation, which helped clients conceal assets from the taxman
02/10/2015
Independence by Convergent Receives New Wealth Advisor Award
Recognized as Best Registered Investment Advisor (RIA) for High Net Worth Advisory by Private Asset Managementeceives New Wealth Advisor Award
02/10/2015
Old Mutual Wealth to help finance deals in Intrinsic buyout scheme
Buyers must have been ARs with Intrinsic for at least three continuous years, whilst sellers must have been part of Intrinsic or Positive Solutions for at least five years.