03/23/2017
Wealth Migrate enters SA property market
Now these same benefits and opportunities are finally available to South African’s in their own market.
Wealth and Asset Management
03/23/2017
Old Mutual brings 22seven in-house, founders leave
Looking at the year ahead, Old Mutual will focus on making the existing service the best it can be
03/23/2017
Arbuthnot Latham profits climb 51% as lending booms
This has been a momentous and highly profitable year for Arbuthnot Banking Group
03/23/2017
Saunderson House parent takes hit on discretionary launch
Within the wealth management market, discretionary investment propositions have continued to attract assets at a faster rate than advisory investment propositions
03/23/2017
Raymond James Financial Reports February 2017 Operating Data
The decline compared to the preceding month was largely due to lower fixed income commissions.
03/23/2017
Mirabaud eyes expansion as income rises
The Group enjoys a stable Tier 1 ratio of 20%, well above the level required under Basel III.
03/23/2017
Royal Bank of Canada signs up to HM Treasury "Women in Finance Charter"
RBC is focused on achieving an inclusive workplace where all employees have equal opportunity to reach their full potential, and recognises that diversity and inclusion is not just a core value, it is also a business priority
03/23/2017
Fiduciary Trust Earns Best Independent Trust Company and Other Awards
This is one of a dozen accolades the firm has earned over the past 12 months, reflecting the firm’s integrity, personal service, disciplined investing and expertise.
03/23/2017
1MDB-hit UAE-owned Swiss bank Falcon posts $130mln loss for 2016
I am confident that Falcon will develop positively on its way to achieving long-term growth
03/23/2017
Rathbones to launch actively managed portfolio service
Rathbones is set to launch a managed portfolio service offering six actively managed strategies, led by David Coombs.
03/22/2017
Phatra Securities inks path-breaking deal with Credit Suisse
They also outline how and why this is the first step of a grander plan for the firm to create a try open-architecture platform – including an evolution towards wealth solutions
03/22/2017
PAM AWARDS: Chilton Trust Company Recognized as Best Private Wealth Manager in Client Service
We strive to deliver the type of care and attention to our clients that we would want for ourselves and our families.
03/22/2017
Italy introduces a 'New Resident' regime to attract high net worth individuals
The implementation rules clarify how to request for the application of the new regime
03/22/2017
UBS to Charge Private Clients for Euro Deposits
Clients based outside of Switzerland will pay 0.6 percent on euro-denominated accounts of more than 1 million euros beginning May 1
03/22/2017
Owl Private Office launches advisory service for families and endowments
Owl helps wealthy families, trustees and individuals think through their long-term objectives
03/22/2017
Deutsche Bank bonus payout is bigger than it seems
The bank has now revealed a third item a special long-term incentive for key staff who are in high demand and would be hard to replace.
03/21/2017
Julius Baer nominates Swiss Life CEO to board of directors
All current members of the Board of Directors stand for re-election for another one-year term.
03/21/2017
How to Help High-Net-Worth Clients Plan for Blended Families
It’s important for advisers to move quickly as financial and estate matters can be tricky
03/21/2017
Bringing wealth structuring solutions to Asian families
The objective also includes offering them a full and independent overview of what is available to them for effective wealth and succession planning.
03/21/2017
Fairstone to buy three more firms
The biggest threat to small IFAs is professional indemnity insurance and the Financial Services Compensation Scheme.