02/03/2014
Europe’s largest bank Said to Plan Sale of Swiss Private Banking Assets
The bank has attracted scrutiny from governments over its operations in low-tax jurisdiction
02/03/2014
There is no shortage of software products that developers market as the “solution” to financial advisers' every conceivable need.
02/03/2014
User review and rating system, although prevalent across sectors like travel, food and lifestyle, is only just making its presence felt in the medicine, financial and legal world.
02/03/2014
Swiss private banking group Julius Baer Group Ltd.Monday said its assets under management increased 34 percent from last year.
02/03/2014
This is a major milestone for the indices as we now have ten years of data based on tens of thousands of real portfolios.
02/03/2014
I was shocked and saddened to learn that Alain Grisay had passed away
01/31/2014
U.K. Approves Complex New Pay Structure as Others Scramble for Ways to Maintain Compensation Levels
01/31/2014
Wealth management is ripe for reinvention
Across the industry, executives share concerns: generational shifts, regulation and how to update legacy platforms.
01/31/2014
Malta bows to EU, amends controversial 'citizenship for sale' program
European Union had pressured the island nation to require applicants to live in country for one year
01/31/2014
Trusts Save Taxes by Paying Out More Now
This year's new, higher income tax rates for top earners has advisers who deal with trusts doing a lot of what Paul Lee calls "running the brackets."
01/31/2014
Growth is expected to come from a focus on ultra-high net worth clients, intermediaries and its US division, which provides a range of wealth management services to clients with ties to America.
01/31/2014
London-based wealth manager 'first UK wealth manager to achieve ‘B Corp’ certification'
The London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new ac
01/31/2014
Kent-based law firm launches wealth management arm
We think it will take the advice and support we can give to clients to another level entirely in terms of holistic approach."
01/30/2014
Vital Regeneration launches “HELP Enterprise” in partnership with BNP Paribas, Dolphin Square Foundation and Westminster City Council
01/30/2014
Rothschild and Topwater Capital ink exclusive arrangement
Under this arrangement, European investors interested in investing with Topwater Capital may only do so through one or more entities managed by Rothschild.
01/30/2014
Aviva is introducing a platform charge of 0.15% for new customers with portfolios valued at more than £400,000.
01/30/2014
Jersey’s 'future proof' funds regime to be showcased to London audience
Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.
01/30/2014
The Millionaire Corner survey provides a snapshot of the more upbeat investment mindset with which these investors began the New Year.
01/30/2014
Jersey Finance highlights its plans and priorities for 2014
An outline of Jersey Finance’s promotional activities for the year ahead and a review of key developments in 2013 was provided today (Tuesday 28 January) at Jersey Finance’s Annual Review presentation held at the Hotel de France. Hosted by Jer
01/29/2014
I decided to take it in a different direction