05/04/2015
Swiss banks have discovered thousands of accounts opened before 1955 and dormant for at least 50 years, a German newspaper reported on Sunday, saying the move could help reveal where wartime Nazi loot was stashed.
05/04/2015
Two Indian-origin billionaires in the UK have offered to build 1,200 quake-resistant houses in the affected villages of the country
05/04/2015
No bigger player of financial regulation arbitrage than HSBC
By subtly threatening to move its headquarters, HSBC is playing financial regulation arbitrage
05/04/2015
Simon, Charles, and Mark bring to Koda unique skills sets, which will complement our growing team of experienced advisers, all of whom are committed to our independent and transparent model.
05/04/2015
Cantella, BNY Mellon Expand Relationship with Private Banking Solutions
Earlier this year, Cantella & Co. began working with The Bank of New York Mellon to offer Private Banking Services to Pershing end-clients.
05/03/2015
Bradley Birkenfeld, the former UBS employee who helped bring down Swiss banking secrecy, has explained to Swiss public television SRF why he blew the whistle on the bank’s tax evasion violations in the United States.
05/01/2015
Clarion Wealth celebrates 30 years with plans to move its HQ
In 2013 Clarion Financial Planners, which was previously known as Clarion Plc, divided its financial planning and investment management activities into two separate companies
05/01/2015
Caring for Valuables and Collectibles in the Afterlife
“It’s Not Just for Pharaohs Anymore,” Convergent CEO Says
05/01/2015
Creating Wealth—A Survey of Entrepreneurs Worldwide: Their Insights. Their Challenges. Their Needs
The mindset of the world’s entrepreneurs is crucial for our future economic growth. they will build their businesses, invest in them and create jobs—if they are confident in their countries’ economies, and if they find the legal and soci
05/01/2015
AFH makes its largest acquisition to date
Wealth consolidator AFH has made its tenth deal in less than a year with the acquisition of a national advisory firm.
05/01/2015
GAM AGM confirms chairman and share dividend
At the Annual General Meeting (AGM) held on 30 April 2015, the shareholders of GAM Holding AG approved a dividend of CHF 0.65 per share and also confirmed in their office all members of the Board of Directors who stood for re-election.
05/01/2015
In flux: private banking in 2015
Private banking and wealth management can be hugely lucrative, bringing in fees and boosting profits in a way that other areas of banking struggle to match
05/01/2015
Here's what UBS's millionaire clients would do differently if they only had five years to live
FA Insights is a daily newsletter from Business Insider that delivers the top news and analysis for financial advisers
05/01/2015
Vontobel Asset Management set to expand institutional strategy for Asia-Pacific region
Vontobel Asset Management is set to ramp up its institutional sales efforts in Asia
05/01/2015
Praxis and IFM merger receives regulatory approval
THE merger of Guernsey-based Praxis Group and Jersey-based IFM Group to create one of the largest independent and owner-managed financial services groups headquartered in the Channel Islands has been given regulatory approval.
05/01/2015
Ex-Brewin Brighton trio launch wealth boutique
Brewin directors Pegler, Ewen Emmerson and Francis Jarman have founded Brighton Capital Management, alongside former Barclays Wealth head of strategy and proposition Tim O’Connor.
05/01/2015
More bogus firms offer fake Ferrari shares
Fears mount about the scale of the Ferrari shares scam as more ordinary British savers are being aggressively pursued to invest thousands of pounds
05/01/2015
Newly established tax haven beckons foreign investment in Europe
The zone will be established for a 35-year period and the move will also create new jobs and positively impact on both the regional and national economy.
05/01/2015
Wealth Structuring 20:20 Publication by Appleby
Wealth Structuring 20:20 is an annual, on-line magazine that aims to tap into the issues facing high net worth individuals around the globe
05/01/2015
Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”