06/01/2015
In Hunt for Higher Profits, a New Frontier for Wealth Management
He needed to liquidate $5 million of assets to put into a family entity for estate planning purposes, and he needed to do it before the year ended.
06/01/2015
Investment Subsidiary to Manage Alternative Assets
05/31/2015
Baroness Ariane de Rothschild tells "Globes" about the tax dispute that has persuaded her husband Benjamin not to set foot in Israel
05/29/2015
Citi Private Bank Nabs Senior Banker From J.P. Morgan
Citi Private Bank has snagged a senior private banker from J.P. Morgan Private Bank.
05/29/2015
Former Deutsche fund manager Helene Jelman has joined forces with ex-Brooks Macdonald director Michael Usher to launch an investment firm
05/29/2015
The firm may target clients in Asia with assets of between $5 million and $20 million when a digital banking platform is ready, Raju said.
05/29/2015
Opinion is divided on the extent to which private-bank clients should be encouraged to consider FX as an asset class and to look at strategies to generate returns from currency volatility
05/29/2015
Why is everyone in Monaco so darn rich?
When people think of Monaco, wealth, fast cars and casinos come to mind
05/28/2015
Beijing is preparing to relax restrictions on foreign stock purchases by individuals giving China's retail investors greater access to the Australian equities market.
05/28/2015
Wealth management solutions firm argues technology investment key to successful deal making.
05/28/2015
It’s called the Private Client Advisory Development Program.
05/28/2015
We have taken on new people and we have taken on new clients, and we want to make sure our back office can keep pace with our front office.
05/28/2015
Technology is likely to appeal to multi-tasking millionaires with little time to spare
05/28/2015
Listed wealth manager raises £2m for latest buyout
Has announced plans to acquire financial planning firm
05/28/2015
Google executive chairman’s family office moves into hedge funds
By comparison, the still largely East Coast - based U.S. hedge fund business seems buttoned-up, preppy and almost normal.
05/28/2015
RBC analysts said: "We believe that lower revenue margins will persist for the following reasons: lower commissions; competition caused by increased transparency; use of third parties in securing flows, including lower margin agent business; an incre
05/28/2015
CIMB Private Banking said SMA would provide investors access to investment strategies from leading global asset managers
05/27/2015
Jersey Brief on behalf of Volaw Group
Volaw is one of Jersey’s leading providers of fiduciary services, acting for individual, family, corporate and institutional clients.
05/27/2015
‘We are hugely encouraged by the long-term prospect for Africa’
Recently, Richard Pattle Lvo, vice chairman, Standard Chartered private bank, and Bjorn Stauch, the bank’s head of private banking, UK and Jersey, were in Nigeria. In this interview with Iheanyi Nwachukwu,
05/27/2015
He said: "We are always looking to deliver the very best service to our clients. With such exciting changes in the retirement space, this new arrangement will allow us to focus on our expert retirement planning advice and management of client investm