04/05/2016
Wealth management firm merges with law firm for one-stop shop
The company - which has been rebranded as Progeny Wealth - form part of a new multi-service professional platform.
04/05/2016
Credit Suisse has high hopes for China
The drive is part of the Swiss bank’s renewed focus on Asia under the strategy of Tidjane Thiam, who took over last summer.
04/05/2016
Credit Suisse CEO Thiam targets bigger China presence
The CEO said he saw this as a natural development as the country transforms itself into a consumption-driven economy rather than one led by investment.
04/05/2016
New independent family wealth consultant launches in Hong Kong
Capital Solutions, a new independent consultancy providing holistic and integrated solutions for private wealth assets, has launched in Hong Kong.
04/05/2016
Queen’s bank and HSBC set up offshore companies
There is nothing unlawful about using offshore companies.
04/05/2016
EFG names advisers for BSI integration
The transaction is expected to close in the fourth quarter of 2016.
04/05/2016
UBS Wealth eyes alternatives top spot
UBS Wealth Management has made becoming the wealth management market leader in alternatives investing a key priority.
04/05/2016
A Bath wealth management firm has been shortlisted for a national award for adviser firm of the year.
Was recently named South West Adviser of the Year for the second time by industry journal New Model Adviser.
04/05/2016
Standard Life’s buying spree hits London
Mr Howe said becoming part of 1825 is the natural next phase in the evolution of the business.
04/05/2016
The new office will be used by Lombard International's sales team as the firm looks to expand its offerings of high-net-worth solutions. The office will be located at 400 Park Avenue.
04/04/2016
Israeli high-tech targets high-net worth investors
With 70% of capital concentrated in few hands, Denny Chared hopes to convince untapped billionaires to invest in Israeli high tech.
04/04/2016
Former FSC boss John Brogden changes tune on bank owned wealth managers
One time lobbyist for the retail wealth management industry, John Brogden, now reckons the big four banks should scrap their "vertically integrated" business models, citing conflicts of interest and flawed pay policies.
04/04/2016
Shareholder group fights pay package for Baer's Collardi, again
Collardi's compensation has been an issue before, when in April 2013 nearly two-thirds of shareholders voted against the private bank’s executive pay plan for the previous year.
04/04/2016
Citi to safeguard $230bn in Swiss custody deal
They do complex support jobs for clients, from handling tax claims to processing trades.
04/04/2016
Last year it sold its corporate broking arm, Charles Stanley Securities, to Panmure Gordon.
04/04/2016
The executive management of Kairos will remain unchanged. The company’s partners will also retain a stake in Kairos post listing.
04/04/2016
A huge leak of confidential documents has revealed how the rich and powerful use tax havens to hide their wealth.
04/04/2016
This partnership will also include client workshops and events as well as ongoing advisor professional development.
04/04/2016
He is a champion for Singaporeans at UBS, but insists that a global hub needs international talent
04/04/2016
Leading UK wealth management firms merge
Combination will create one of the leading UK wealth management firms offering both financial planning and investment management