07/14/2014
J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally
Now in their 23rd year, are respected throughout the financial services and private banking industry
07/14/2014
Secret Path Revealed for Chinese Billions Overseas
China’s foreign-exchange rules cap the maximum amount of yuan that individuals are allowed to convert at $50,000 each year
07/14/2014
Now, Lansdown has upped his investment through international fund management business Sustainable Technology Investments (Guernsey), which he co-founded with business partner Gordon Power.
07/14/2014
Big international private banking inks M&A deal
With the sale, the bank completes an aggressive disposal plan, selling 3.7 billion euros of non-insurance assets in about 18 months, just shy of its own target of 4 billion euros.
07/14/2014
The Ingenious Asset Management and Thurleigh teams have successfully combined, and are now working seamlessly together at 15 Golden Square, London.
07/14/2014
Private Equity Specialist Launches a Depositary Offering in Guernsey
In the last 18 months Ipes has doubled the size of its London team through the expansion of its Depositary service.
07/14/2014
Schwarzman, whose net worth exceeds $10 billion, regularly bemoans that individual investors don’t allocate more money
07/14/2014
We are not going to compete with you” but we will offer your orphaned clients a direct to consumer platform, marketing head says.
07/13/2014
Raymond James' roughly 6,200 financial advisers manage $462 billion in assets
07/11/2014
The Prime Minister of Malta, the Honourable Mr. Joseph Muscat, was the keynote speaker at the annual Blevins Franks Wealth Management Conference which this year was held in Malta in late June and was attended by 150 delegates from around Europe.
07/11/2014
The bold decisions taken then by a new chief executive and his management team make it today a bank that others seek to emulate.
07/11/2014
And among equities, non-domestic ones are in favour over domestic ones
07/11/2014
Friends Life Group said on Friday that it had agreed to sell its Luxembourg-based wealth management arm
07/10/2014
Forensic experts have been hired by a Jersey bank to investigate how thousands of clients' details were leaked to journalists.
07/10/2014
Bank of Montreal's latest gambit in the fight for market share in wealth management
Launches Website to Recruit Women for Brokerage Division
07/10/2014
The deal will allow Banca Generali to strengthen its presence in strategic areas in Ital
07/10/2014
Fiona Le Poidevin, chief executive of Guernsey Finance, on why the Channel Island is home to many established private equity businesses.
07/10/2014
The announcement follows the sale of the third of four UK buildings held by the fund, which raised £69 million to investment in and retrofit property in 2008.
07/10/2014
Judith McGee, L.H.D., C.F.P. and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers List.
07/10/2014
Global Alternative Investment Management (GAIM) sponsors one of the world's largest international alternative investment events each year