01/28/2015
Switzerland, facing an erosion of the banking secrecy laws that helped make it the world's banker, is now touting its reputation as a safe and stable haven to become a global data vault
01/28/2015
Wealth manager said market volatility had kept transaction volumes low in recent months
01/28/2015
The amount of clients' money managed by Mattioli Woods has now topped £5 billion for the first time – up 16 per cent year on year.
01/27/2015
The acquisition allows DC Wealth, a former long-standing Sutton Coldfield firm which moved to Lichfield in recent years, to be directly authorised under the Financial Conduct Authority
01/27/2015
James Hay prides itself on offering a highly flexible and modular approach to wealth and investment planning for its 49,000+ investors
01/27/2015
Guernsey has been crowned European domicile of the year for the third successive year at the UK Captive Services Awards 2015.
01/27/2015
UBS said on Tuesday it had introduced a deposit charge for certain large account balances in Switzerland, following policy moves by the Swiss National Bank which have sent the value of the safe-haven Swiss franc soaring.
01/26/2015
Sudden appreciation in Swiss currency impinges heavily on their overseas income
01/26/2015
The firm, which currently runs over £450 million, is looking to expand its regional footprint.
01/26/2015
When it comes to developing and investing in energy, high net-worth investors say. "all of the above," according to a recent poll conducted by Morgan Stanley Wealth Management.
01/25/2015
Two of the bank's investors have told its chairman to find a replacement for Peter Sands
01/25/2015
Got a spare billion? Investment bankers are keen to help
The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers.
01/25/2015
Analysts and bankers believe the dramatic central bank u-turn will be extremely damaging for Swiss private banks and asset managers that have a high proportion of their costs in Swiss francs, but most of their revenues in foreign currencies.
01/23/2015
Former BBC Newsnight anchor, Jeremy Paxman, will be asking the questions about the prospects for the international funds industry when he is the moderator at this year’s Jersey Finance funds conference in London on March 19.
01/23/2015
I wouldn't call it a one-and-done, but we don't need to make other acquisitions to achieve our goals
01/23/2015
Recruiting remains robust ... so we should have a tailwind in that area
01/23/2015
St. James’s Place last year bought Singapore-based advisory business Henley Group Ltd.
01/23/2015
‘Founders 100’ entry donation is $50,000
01/23/2015
UBS Wealth Management put out a note to its private bank clients detailing how the move would hurt Switzerland's growth and the stocks of Swiss companies dependent on revenues in other currencies.
01/23/2015
The combined business will manage £420m of assets and employ 21 staff across two offices.