03/25/2015
Swiss private bank to buy majority stake in British asset manager
Partners and key employees will retain a 40 per cent stake in the business
03/25/2015
Cyprus offers a wealth of investment opportunities
03/25/2015
Vontobel drives growth through its core capabilities and well defined focus markets
03/25/2015
The provider stated that the move - which has been trailed by bankrolling IFA acquisitions - was in response to fundamental changes
03/25/2015
Jersey has an opportunity to diversify its alternative funds capabilities and a growing role to play as a European domicile supporting US fund managers, according to panellists at this year’s Jersey Finance Annual London Fund Conference.
03/25/2015
Nomura Holdings, Inc. today announced that it has reached an agreement to sponsor the 2020 Olympic and Paralympic Games as the exclusive Gold Partner in Securities category
03/25/2015
Senior management of Conifer will continue to lead the business and own a significant minority interest in the company.
03/25/2015
Middle Eastern Private Banking continues to expand in 2015
The report concluded that growth and hiring will continue at a fast pace
03/25/2015
Program to Create Line-Up of Project-Ready Certified Consultants to Support Private Banking Platform Activity
03/25/2015
This was primarily via German and UK equities, to which he currently has 30% allocated. To gain exposure to Europe, Higgins bought low cost ETFs.
03/24/2015
Meet the bankers with the clients that banks in Singapore are now desperate to capture
The population of high-net-worth individuals, those with more than US$1m in investable assets, in China surged to 758,000 in 2013, up 17.8% from the year before, according to a report by Capgemini and RBC.
03/24/2015
Investec Wealth & Investment is investing £500 million of client capital into hedge funds and alternatives, saying that deflation is now less probable.
03/24/2015
In July 2014 Julius Baer announced its strategic cooperation with Bank Leumi, which included the acquisition of Leumi’s private banking business in Switzerland.
03/24/2015
Institutional fund managers are finding it difficult to accept hospitality beyond reasonable limits because compliance is getting stricter
03/23/2015
Four nods for Fiducia in Money Marketing Financial Services Awards
Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.
03/23/2015
Threatening to blacklist jurisdictions which fail to compile public registers of the beneficial owners of trusts and companies is all well and good
03/23/2015
The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.
03/23/2015
Private client manager brings investment focus
03/23/2015
He became the first major-party candidate to formally enter the race and called for conservatives to “rise up to reignite the promise of America.”
03/22/2015
Julius Baer acquisition of DSP Merrill Lynch’s India ops gets CCI nod
JB is a Swiss private banking group which manages assets worth $297 billion through its presence in more than 20 countries.