02/01/2012

Mariner Wealth buys Tulsa-based wealth management firm

Shoulders, Adams Hall’s CEO, had recently acquired the ownership interests of F&M Bank & Trust Co. in Tulsa, said Martin Bicknell, CEO of Mariner Wealth. F&M Bank had owned more than half of Adams Hall.

02/01/2012

Asian entrepreneurs aim for greater wealth

The report, published by Standard Chartered, SEI Global Wealth Services and Scorpio Partnership, studied 3,300 high-net-worth individuals with an average of $2m worth of assets.

01/31/2012

Lloyds withdraws charity credit cards

Although the charities have expressed disappointment at Lloyds’ decision they say that they hope to explore other opportunities with the bank.

01/31/2012

Putin demands wealth tax

The levy would be introduced in 2013 as part of legislation needed to reduce a massive gap between rich and poor, Putin said in a statement on his candidate website www.putin2012.ru.

01/31/2012

Accounting firm eyes HNWI business

"At a time when many businesses are struggling to cope with challenging business conditions, it's vital they look to improve the way they operate at a fundamental level - only those that do so will survive and even thrive in the current environm

01/31/2012

Luxembourg eyes huge spend from Qatar

Luxembourg’s 40-year-old finance centre finds immense opportunities for co-operation with the Qatar Financial Centre (QFC) in management and investment funds; wealth management; and trade and corporate finance.