Managers of Wealth

UK wealth manager targets Gulf expats

An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.

UBS Claims “Most Profitable” Advisors

Number of advisors with the wirehouse now down to less than 7,000

Advisor Headcount, Profits Fall at UBS

Profits and advisor headcounts slipped during the fourth quarter at UBS

Bermuda a Leader in Regulation, Financial Transparency

Island's History of Robust Regulation, Rule of Law, Global Tax Treaties and Lack of Bank Secrecy Laws Ought to be Recognised by UK Labour Party

Stonehage Know How Bulletin - Selling the Family Business

A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required to ensure a successful outcome

JTC extends global reach with Mauritius licence

As a result of its geographic location close to Africa, time zone and extensive range of double tax agreements, Mauritius has become a desirable location from which to do international business particularly into Africa and India.

Guernsey boosts financial services ties with the USA

Guernsey's Chief Minister, Jonathan Le Tocq, has held a series of meetings in Washington to boost the Island's reputation as a leading international finance centre.

The rate of American expats giving up U.S. citizenship due to tax laws will slow

Last year’s figure, according to these official statistics, had jumped by 14 per cent on the 2013 figure – which was also a record year.

AXA Wealth ready for April reforms

Axa Wealth has a full suite of retirement products ahead of April to help advisers and their clients with income options

Brady Dougan Holds Course at Credit Suisse Despite Tough Markets

The Credit Suisse CEO sticks to the One Bank strategy of investment banking and wealth management as new capital rules pose his toughest challenge yet.

HSBC files raise questions about oversight of senior bankers past and present

The five were involved in either acquiring, overseeing or managing the Swiss operation, which helped clients conceal assets from the taxman

Independence by Convergent Receives New Wealth Advisor Award

Recognized as Best Registered Investment Advisor (RIA) for High Net Worth Advisory by Private Asset Managementeceives New Wealth Advisor Award

Old Mutual Wealth to help finance deals in Intrinsic buyout scheme

Buyers must have been ARs with Intrinsic for at least three continuous years, whilst sellers must have been part of Intrinsic or Positive Solutions for at least five years.

LeoGroup Acquires Apex Wealth Services

Apex provides comprehensive wealth reporting and related administrative services for affluent investors with complex portfolios.

Private client structuring: private trust companies and private trust foundations

Guernsey is renowned for being one of the leading jurisdictions for fiduciary work having built a strong reputation over decades and providing private clients with the right wealth structures quickly and with a high degree of expertise and professionalism

Wealth and Asset Management