01/06/2015
Tax will always be a relevant consideration in any wealth structuring exercise, but it is very rarely the primary driver. We serve needs based around the preservation of and succession to wealth and our ability to meet these needs is entirely unaffected
01/05/2015
The study released by Wall Street Journal’s brand partner Sotheby’s International Realty, confirmed the importance of lifestyle as a factor in a real estate purchase
01/05/2015
Besides print and television medium, the agency will be required to disseminate information about stake sale through "social Media
01/05/2015
Fleming Family & Partners says it is in good shape ahead of a merger with Stonehage
01/05/2015
Transaction to Support Insight Investment's* Fixed Income Offering in the U.S.
01/05/2015
Funds formerly managed by star managers Julie Dean and Bill Gross have been hit by outflows after those managers moved on.
01/05/2015
There is no evidence that clients lost money as a result of the latest breach of customer information at a financial firm, Morgan Stanley said in a statement.
01/05/2015
These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.
01/05/2015
Swiss asset management group GAM has opted to merge its emerging market equity fund run by Citywire A-rated manager Tim Love into a newly-launched fund overseen by Julius Baer. The GAM Star Emerging Equity, a Dublin-domiciled fund launched in March 2012
01/04/2015
Coutts International is expected to change hands during the course of 2015,
01/02/2015
Aberdeen Asset Management was the big loser of 2014 in the UK and European investment industry as it suffered more than $12bn of outflows from investor fears about emerging markets and the growing popularity of cheap tracker funds.
01/01/2015
Some platforms will struggle with the increased demand next April, specifically for drawdown, according to Fundsnetwork’s head of advisory services Jon Everill.
12/31/2014
Goldman Sachs paid its top 121 London bankers about 3 million pounds on average last year, far exceeding payouts at other leading banks
12/31/2014
The Royal Bank of Scotland Group has started the sale of Coutts International, its private banking and wealth management business.
12/31/2014
UBS floor director rang the opening bell on Tuesday to celebrate 50 years on the floor of the New York Stock Exchange.
12/31/2014
Before the golden sun sets, 2014’s calender is destroyed, And mobile networks get jammed, I wish in 2015 every moment is enjoyed. Happy New Year 2015 !
12/31/2014
When considering risks, the report noted that the withdrawal of stimulus is a wild card, an unpredictable event that might lead to favoring a long / short strategy as opposed to a long only approach.
12/30/2014
Luxembourg’s regulators have extremely strict standards
12/30/2014
Redemption orders for ASHR will continue to be accepted
12/30/2014
High net worth individuals are defying the stereotype portraying them as extravagant spenders, the managing partner of a wealth management firm has claimed.