12/04/2014
Aberdeen Asset Management chief executive Martin Gilbert cashes in
Finance director Bill Rattray, chief investment officer Anne Richards and group head of equities Hugh Young all cashed in.
12/04/2014
Finance director Bill Rattray, chief investment officer Anne Richards and group head of equities Hugh Young all cashed in.
12/03/2014
CIBC has been named Best Wealth Management Provider in Canada for 2014 by World Finance, a U.K.-based leading financial magazine.
12/03/2014
DBS Group Holdings Ltd., Southeast Asia’s largest lender, is working with Citigroup Inc. as it studies a potential bid for the international business of Royal Bank of Scotland Group Plc’s private bank
12/03/2014
WH Ireland warns on profits as Brewin Dolphin takes a hit from IT problems
12/02/2014
Centric Wealth, part of the Findex Group, has announced the inclusion of Vinva Investment Management to its Australian Equities portfolio via the launch of Australian Equities Extension Fund
12/02/2014
Swiss voters probably elected to keep a 152-year-old tax break for rich foreigners that is in force in Geneva and other wealthy areas
12/02/2014
While the affluent population has always invested in privately held firms, interest in private equity as an asset class has surged in recent years prompting a commensurate response from the financial community.
12/02/2014
Old Mutual Wealth is currently moving clients onto its clean charging structure
12/02/2014
The US bank once again was named top stockbroker with 211 stock market listed clients.
12/02/2014
Over 80 family office and wealth advisory executives assembled in New York City earlier this month for RayLign Advisory’s 2014 conference program entitled “Listening to the Unspoken How Families Evaluate and Select Advisors.”
12/02/2014
British expats are becoming more interested in purchasing property in Italy, according to international real estate agency Knight Frank.
12/02/2014
With its business model featuring similar core areas of competence, target markets and client structures, VP Bank Group is ideally placed to integrate the extra staff deriving from the takeover successfully, and support them professionally in advising the
12/02/2014
Europe has long established itself as the most sought after region in terms of high net worth immigration, accounting for over half of the total number of global citizenship applications, with the Caribbean in second place, followed by North America in th
12/01/2014
HSBC’s Bernard Rennell wants to work with Asia’s wealthy families on both corporate & private banking.
12/01/2014
City-state increasingly seen as a regional ‘centre of expertise,’ says Canadian who heads up BMO private banking there
12/01/2014
Customers will be able to speak to several advisors from across the Bank simultaneously and also invite other parties such as joint-account holders additional account signatories or even external professionals to join.
12/01/2014
The plan would have forced the Swiss National Bank to buy massive amounts of gold
12/01/2014
WEALTHY foreigners who have sought tax exile in Switzerland could be tempted to find a new home elsewhere — many in Britain — if Swiss voters back a referendum today abolishing their special status.
12/01/2014
Tech bubble worries shadow markets
12/01/2014
NCB Capital, a major provider of wealth management services in the GCC and claimed to be Saudi Arabia’s largest asset manager, has been named the best overall research house in the annual Euromoney Middle East Equity Research awards for 2014.