12/12/2014
Swiss bank seals deal to buy asset manager Swisscanto
"The takeover is simply a quantum leap which, in a short time, allows us to implement our strategy more quickly," Martin Scholl told Reuters on the sidelines of a news conference to present the deal.
12/12/2014
Research from Old Mutual Wealth has revealed adviser support for inheritance tax reform, with 44 per cent of advisers in favour of lifting the threshold to £1m.
12/12/2014
Watson previously managed personal tax matters for high net-worth individuals within UK accounting firms, before moving to Geneva where she took on senior roles for independent trust companies.
12/12/2014
Qualifications for the award also expanded to include revenue earned from advisory, insurance lending and planning fees.
12/12/2014
Three employees from Canaccord Genuity Wealth Management in the Channel Islands have been included in the Citywire Top 100 Fund Selectors list for 2014.
12/12/2014
Reports of the wirehouses' demise have been greatly exaggerated.
12/12/2014
A vote on the matter will be called at an extraordinary general meeting of unitholders on the 14th of January.
12/11/2014
There are opportunities for growth in that market for sure
12/11/2014
Swiss private bank continues Asian expansion
The rapid growth of Asia’s super rich has made the region a prime target for the industry since the global financial crisis but many banks have struggled to produce profits in the face of rising regulatory costs, particularly around money laundering
12/11/2014
Coutts & Co’s Singapore operation has been subject to a $30,000 administrative penalty for contravening rules set forth by the Securities and Investments Act relating to unregulated representatives
12/11/2014
Donor-advised funds run by huge money-management firms are exploding.
12/11/2014
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
12/10/2014
Right, but that still doesn't make them criminals
12/10/2014
In a case referred by the country’s highest tax-affairs court, Germany’s Constitutional Court will rule this month on whether the tax exemption is in line with the constitution.
12/10/2014
It’s clear, for example, that many are actively evaluating the opportunities and benefits that will be possible with advances in cognitive computing.
12/10/2014
Switzerland's banking sector, facing the end of the secrecy that was once the bedrock of its business, is turning to China as it seeks new markets for the future.
12/10/2014
To compete with private banks and legions of other firms jockeying for money from the super-wealthy, brokerage firms tell advisers to work more intensely with the rich
12/10/2014
Finance heavyweights set up HNW business
Former MLC chief executive and former JBWere chief executive have launched a new private wealth management firm, Koda Capital.
12/10/2014
Zurich-based wealth manager to Run Asset Management Arm as Separate Entity
A Zurich-based bank and wealth manager, plans to operate its asset-management arm as an independent legal entity.
12/10/2014
Advisors Focus On Older Millionaires, Female Clients, Report Says
The report, Innovation in Wealth Management Practice, states that firms looking to stay competitive in the post-recession are providing more customized services.