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.
11/28/2014
Independent investment consultancy Asset Risk Consultants has launched four Swiss franc denominated private client indices.
11/27/2014
It is supported by organisations including The Law Society of England and Wales, The Bar Council, ComBar, Ministry of Justice, TheCityUK and UKTI.
11/27/2014
Switzerland's bank staff shun aid fund for U.S. tax case
Only a handful of staff at Swiss banks have drawn on a $2.6 million fund set up to help bankers and other employees who have fallen on hard times because of a U.S. crackdown on tax evasion through hidden offshore accounts.
11/27/2014
Earlier this month the Home Office doubled the minimum threshold for a UK investor visa to £2m
11/27/2014
How are Africa's millionaires giving back to society?
The World Bank's World Wealth Report for 2014 revealed a 3.7 per cent rise in the number of wealthy individuals in Africa.
11/27/2014
Top reason for borrowing against wedding rocks includes to cover divorce settlement costs
11/27/2014
There has been no let-up in merger and acquisition activity in UK wealth management in 2014.
11/27/2014
The public often view family-owned firms as more trustworthy than their non family-owned peers, but this faith can wane when the firm passes from the founder's hands to the next generation.
11/27/2014
As before, the updated Guide owes much to the co-operation of a number of leading law firms who have contributed chapters on their respective jurisdictions. I would like to express my gratitude to them for their input.
11/27/2014
It is the 5th consecutive win for ERI in this category.