12/02/2014
Old Mutual: Fund mergers will trigger clean share class conversion
Old Mutual Wealth is currently moving clients onto its clean charging structure
12/02/2014
JP Morgan gets double top in adviser ranking
The US bank once again was named top stockbroker with 211 stock market listed clients.
12/02/2014
Managing the Issues of Ultra-High-Net Worth Clients
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
Managing Asia’s Wealth The HSBC Way
HSBC’s Bernard Rennell wants to work with Asia’s wealthy families on both corporate & private banking.
12/01/2014
Singapore steps up as a global wealth capital
City-state increasingly seen as a regional ‘centre of expertise,’ says Canadian who heads up BMO private banking there
12/01/2014
Coutts launches pilot scheme that enables customers of the bank to video call their advisor
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
Swiss reject plan to hoard gold, limit immigration
The plan would have forced the Swiss National Bank to buy massive amounts of gold
12/01/2014
Swiss to end role as tax haven?
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
Old money chases the new, new thing – again
Tech bubble worries shadow markets
12/01/2014
NCB Capital wins best research house award in Euromoney poll
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.
12/01/2014
Hong Kong's future as financial hub under threat from mainland China
Hong Kong will have to reinvent itself again because it underestimated mainland's ability to evolve
12/01/2014
36 of Jersey’s most influential women have been named in the Citywealth’s IFC Power Women Top 200 list, which was published last week and features women working in a wide range of areas including government, private wealth, private client advi
12/01/2014
The Banker Names Butterfield “Bank Of Year”
On Friday, 28 November, international banking industry publication, The Banker, named The Bank of N.T. Butterfield & Son Limited and Butterfield Bank Limited the recipients of its Bank of the Year 2014 Awards in Bermuda and the Cayman Islands.
12/01/2014
Bellpenny’s 23rd acquisition will see Unizone’s financial planners and more than 20 support staff join the firm.
11/30/2014
At 1.30pm on the first Wednesday of this month, Stephen Lewis received the call he and a select bunch of his colleagues had been nervously awaiting for months
11/28/2014
UBS Group became the bank’s majority owner with over 90 percent of voting rights today after investors swapped their original UBS AG stock.
11/28/2014
The Financial Conduct Authority’s wealth head has highlighted three key risks facing the private client industry.