01/08/2015
Credit Suisse said its offices in Milan were searched by Italian tax police last month, following media reports of an investigation into whether a Bermuda subsidiary of the bank helped wealthy Italians hide undeclared funds.
01/08/2015
The acquisition will bring Vistra's staff numbers in Jersey to 75.
01/08/2015
It sits alongside SLW’s existing Target Return MPS, which aims to deliver specific returns above Libor with lower volatility than equities through complex investment techniques.
01/08/2015
This interest is fuelled by the extensive economic crisis experienced in 2009.
01/07/2015
The cooperation should strengthen the banks' deal-brokering power, after neither ranked among the top ten banks collecting investment banking fees in Germany last year.
01/07/2015
What does it mean to be wealthy in the 21st Century and what drives families around the world? Last year Withers commissioned a ground-breaking piece of research which examined the attitudes to wealth of successful families across Europe, Asia and the US.
01/07/2015
Credit Suisse’s UK arm considers switch to Ireland
“We think there could be significant benefits to clients in creating new state-of-the-art platforms in Dublin.”
01/07/2015
Mercer has identified 10 priorities that wealth management advisors should consider to best serve their clients in 2015, and to help them stand out in an increasingly competitive environment.
01/06/2015
The head of its Asian asset management arm, Rene Buehlmann, outlines his views on the key industry drivers and where his firm will be looking to make an impact in the future.
01/06/2015
Brewin directors move to Rathbones for Glasgow office launch
This new office will complement Rathbones’ established operations in Edinburgh and Aberdeen bringing its total number of branches across the UK and Channel Islands to 15.
01/06/2015
Tax will always be a relevant consideration in any wealth structuring exercise, but it is very rarely the primary driver. We serve needs based around the preservation of and succession to wealth and our ability to meet these needs is entirely unaffected
01/05/2015
The study released by Wall Street Journal’s brand partner Sotheby’s International Realty, confirmed the importance of lifestyle as a factor in a real estate purchase
01/05/2015
Besides print and television medium, the agency will be required to disseminate information about stake sale through "social Media
01/05/2015
Fleming Family & Partners says it is in good shape ahead of a merger with Stonehage
01/05/2015
Transaction to Support Insight Investment's* Fixed Income Offering in the U.S.
01/05/2015
Funds formerly managed by star managers Julie Dean and Bill Gross have been hit by outflows after those managers moved on.
01/05/2015
There is no evidence that clients lost money as a result of the latest breach of customer information at a financial firm, Morgan Stanley said in a statement.
01/05/2015
These awards are judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.
01/05/2015
Swiss asset management group GAM has opted to merge its emerging market equity fund run by Citywire A-rated manager Tim Love into a newly-launched fund overseen by Julius Baer. The GAM Star Emerging Equity, a Dublin-domiciled fund launched in March 2012
01/04/2015
Coutts International is expected to change hands during the course of 2015,