12/09/2014
An initiative of the global LGBT business advisory firm Out Leadership, the Summit brings together executives from leading financial institutions to share strategy around issues vital to LGBT equality and critical to creating marketplace opportunity.
12/09/2014
The United States Mint has announced the year end ordering policy for 2014-dated gold and silver bullion coins as well as the on-sale dates for upcoming 2015-dated bullion coins.
12/09/2014
When You Should Fire Your Private Banker
Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.
12/08/2014
Swiss group Vontobel Asset Management has launched a dedicated commodities fund aimed solely at the energy, industrial metals and precious metals sectors.
12/08/2014
Fears about the tax have spurred wealthy individuals and families to delay buying properties ahead of the General Election, pushing up rents in central London
12/08/2014
Now in its 4th year, the list celebrates 20 influential female leaders, groundbreakers and ceiling crashers who are transforming the continent from their communities.
12/08/2014
Wealth management remains at a germinal stage in China
China's wealth management channels have gradually expanded in recent years
12/08/2014
Wealth management firms struggled to translate a healthy rise in assets in the third quarter into earnings.
12/08/2014
A report from the New City Initiative has underlined the detrimental impact of regulation on the asset management industry.
12/08/2014
SIFA, which was established in 1992, seeks to bring together solicitors and professional impartial financial planners to provide complementary legal and financial services. It now supports more than 170 firms across the UK.
12/08/2014
RBS launches sale of Coutts, invites bids before Christmas - sources
First-round bids are due before Christmas, they added.
12/08/2014
BANKING the wealthy is expected to become increasingly lucrative as the number of ultra-rich Africans grows rapidly, prompting Standard Bank to sharpen its focus on millionaires in Nigeria and Kenya.
12/08/2014
In another coup for the Brewin Podcast Stephanie Flanders, JP Morgan Chief Market Strategist and former BBC Economics Editor, joins Brewin Dolphin’s Guy Foster and Ben Gutteridge to discuss the market’s most pressing issues.
12/08/2014
Yet almost two years and three investment bank restructurings later, some investors are becoming impatient about what they see as the Swiss lender’s piecemeal strategy and a history of over-optimistic forecasts.
12/08/2014
A survey of 644 advisers found that 49 per cent have segmented their client base by size
12/05/2014
Guernsey fiduciary services industry targets new markets -FT
The trust — a legal concept dating back to ancient Rome — has been a bedrock of Guernsey’s finance industry for the past 50 years.
12/05/2014
Guernsey’s economy shows signs of recovery despite protests -FT
Six years on from the global crisis, Guernsey’s comfortable, slow-paced lifestyle remains largely intact.
12/05/2014
Uber raises another $1.2 billion, pledges to become 'more humble company'
The investment will be based on a 30% discount on Uber's eventual IPO price. An Uber IPO is "likely more than a year off."
12/05/2014
CIBC is eyeing acquisitions in the private banking and wealth management
“We’re trying to look at companies that could fit our culture and will contribute not only to the strength of our culture, but also will contribute over the medium term to our bottom line,” Dodig told a conference call with investors Thu
12/05/2014
UBS to set up new group asset and liability unit
UBS said on Thursday it will set up a separate group asset and liability unit to help it manage risk in the bank's new structure, which ensures it can be broken up more easily in case of a renewed crisis.