08/21/2018
Old Mutual Wealth calls for IHT nil-rate band rethink in Treasury open letter
She says a more simple solution would be to raise the standard nil-rate band and remove the residence nil-rate band.
Wealth and Asset Management
08/21/2018
Merrill team managing $235 million goes indie with Raymond James
Mr. O'Mailia worked at Prudential, Smith Barney and Merrill Lynch over his 40-year career.
08/21/2018
World’s Biggest Wealth Fund Struggles Under Weight of Trade War
Like many global investors, however, it’s warning about the impact on the world economy of rising protectionism after U.S. President Donald Trump imposed tariffs on key trading partners.
08/21/2018
SA super-rich looking for a 2nd citizenship in Europe
This is according to Amanda Smit of Henley & Partners, a global citizenship and residence advisory firm. She responded to some questions from Fin24 on the matter.
08/21/2018
Brevan Howard Cuts Office Perks in London Headquarters
Firm continues to rent on first floor of Marylebone space
08/20/2018
EFG’s hire of top banker talent underlines regional ambitions in Asia
EFG International in late June announced the hiring of Richard Straus as the new head of its private bank in Hong Kong.
08/20/2018
Credit Suisse Sees Asia Wealth Race Shifting From Offshore Hubs
Seeking at least $10 billion of assets in each Asia market
08/20/2018
UBS Faces Tough Questions on Wealth Mega-Merger
The move burnishes the standing of Naratil the Swiss bank's U.S. head who returned to New York in 2016.
08/20/2018
What High-End Art Says About Rich Investors Right Now
Results from a well-known auction house reveal a couple of key trends.
08/20/2018
Economic Perspectives by Ruth Lea CBE
Despite higher fuel prices, CPIH inflation was unchanged at 2.3% in July. CPI inflation was a tad higher – at 2.5%.
08/20/2018
On tap rather than on top: the role of experts in the UK today -Stonehage Fleming
In a revised and updated paper, the Group argues that there is an urgent need to restore the balance between experts and skilled generalists
08/20/2018
Ex-Northwestern Mutual team launch new wealth manager
Moosherr started his career in the industry in 1987 at Chesapeake Securities Research Corporation
08/20/2018
Lombard Odier expands Asia footprint with Japanese ally
MHSS will provide our valued clients with more advanced wealth management services than ever
08/17/2018
Schroders launches global target return fund in Singapore
The Luxembourg-domiciled fund, which was first launched in December 2016, had US$109.9 million of assets under management as at June 29, 2018.
08/17/2018
Financial Aid for Swiss Bankers
Up until now, several dozen have received financial aid, the lead lobby group, Schweizerischer Bankpersonalverband or SBPV, told finews.asia.
08/17/2018
Nick Xiao: «Private Banks That Get China Right Will Be Rewarded»
After flubbed attempts to crack the Chinese market in the previous decade, several private banks are making a renewed push, Nick Xiao tells finews.asia.
08/17/2018
Family Wealth Alliance Announces Best in Industry Awards Finalists
Winners to Be Announced at October 17 Awards Gala
08/17/2018
GAM troubles: 16 key dates as a crisis unfolded
While the last two weeks have been especially difficult for the Swiss asset manager, the firm's struggles go back years.
08/17/2018
JTC acquires corporate and fiduciary services firm
The principal managers of Van Doorn, who are also shareholders of the Seller, Mr Aravind Ramanna and Mr Eke Verbeke, will join JTC at completion.
08/17/2018
VZ Group's asset management head resigns
CEO Matthias Reinhart expects that revenues and profits in the 2018 financial year will be higher than in 2017 and that the dividend can be increased again.