06/06/2014
Charles Schwab Evolution Reaches Milestone Serving the Wealth Management Needs of Affluent Investors
Fifty percent of client assets now enrolled in some form of ongoing advisory relationship
06/06/2014
Private bank and wealth manager says if clients have suffered financial detriment they will be compensated in full
06/05/2014
Leading discretionary fund managers have rejected a report’s insinuations that their costs are excessive and opaque.
06/05/2014
Guernsey already regulates its corporate service providers who are required to keep records on beneficial ownership and so we believe that we are in many ways ahead of the curve.
06/05/2014
The Mayor of London Boris Johnson has described the asset management industry as of “crucial importance” to the UK economy, while declaring the economic recovery is in “full swing”.
06/05/2014
Coutts is to review every client investment dating back to 1957 in one of the most thorough suitability reviews ever carried out in the industry.
06/05/2014
The challenges associated with self-directed trading by orchestrating settlement between counterparties, inspections and all logistics are handled by Wine Owners
06/05/2014
France’s Societe Generale and Spain’s Santander are mulling a tie-up with Germany’s second-largest lender Commerzbank
06/05/2014
The East Midlands IFA has bought IFAs Bromley & Coe and Meridian Financial Management.
06/05/2014
Dobell's performance has since struggled and over the past three years it has returned 11.9% versus 31.9% by the UK All Companies sector.
06/05/2014
Another problem was that roles had become too “complex” after staff were required to combine general banking and wealth management duties.
06/04/2014
Swiss private bank says confident of solution with US in tax dispute -paper
De Saussure said it was hard to say when the dispute between Swiss banks and U.S. authorities would reach its conclusion
06/04/2014
The Speechlys team was led by head of private equity Malcolm MacDougall
06/04/2014
The firms also expect wealth to be unlocked by companies through public offers, the sale or purchase of assets and money being raised through various financial products to expand business.
06/04/2014
Nedbank Private Wealth has had good reason to celebrate.
06/04/2014
It makes sense that Cayman would boast the flagship office as our jurisdiction’s reputation for excellence
06/04/2014
Bancorp chose the Frankfurt listing over Hong Kong or Singapore
06/04/2014
Arunima Haque from Capco says it's only a matter of time before the regulators step in
06/04/2014
More than a dozen of the top pre-selected entrepreneurs will pitch accredited investors on their cannabis business dreams in a private meeting only open to its members.
06/04/2014
Societe Generale Private Banking, partner of the "Campden European Families in Business Awards" organised by Campden Wealth*, is pleased to announce the winners of this year's Awards, which were revealed at a ceremony in Barcelona on 3rd Ju