12/13/2016
British Virgin Islands: Private Wealth Structuring In The BVI
These structures will usually contain holding companies, trusts and private trust companies.
Wealth and Asset Management
12/13/2016
Ultrawealthy Donors Step Up Their Giving
Survey finds 3% increase in major donations in 2015.
12/13/2016
Delivering more by discretionary mandates
These dynamics have made clients turn to their banks to provide professional advice.
12/12/2016
How Asia’s Wealthy Invest
Rich Asian families tend to be more aggressive, hands-on investors than their Western counterparts
12/12/2016
Swiss private bank starts hunt for new Latin America boss -sources
Has Mandated A Recruitment Firm For The Search Of New Latin America Boss
12/12/2016
Growing opportunities in impact investing
UBS’ chief investment officer sees both compelling returns and a positive social effect
12/12/2016
Argentina's wealth industry boosted from tax amnesty efforts
If they do so by the end of 2016, they pay a special tax of 10% on the undeclared amount.
12/12/2016
Private Client | December 2016 -
A round-up of topical tax and personal finance issues affecting individuals and families
12/12/2016
Intro International Rebrands to Vistra
The rebrand will see the teams from Intro International relocate to Vistra’s existing offices in Singapore, with no changes to the services provided and the same teams supporting their existing clients.
12/12/2016
Citi debuts new features on app for upper-level investors
The new mobile features will expand to additional clients and markets over time.
12/12/2016
OMGI's Buxton: We are not over-earning as an industry
Defends active management
12/11/2016
Bordier UK core strategies made available on 7IM platform
The initiative enables intermediaries to tap a wealth of investment experience and offers a high quality, cost-effective means of managing client assets, with minimum investments from £1,000 lump sum and £100 per month. The strategies, which
12/09/2016
In-depth - hign net worth: Moving on up
It is often hard to persuade the client what they must do.
12/09/2016
US Home Price Gains Lift Household Wealth to $90.2 Trillion
The rise suggests that Americans' finances are improving, with more families building equity in their homes.
12/09/2016
Delivering discipline in portfolios
The potential for such a shift has become increasingly viable as more and more HNW clients appreciate both the value of advice.
12/09/2016
Restructuring to cost Swiss private bank 450 jobs
Jobs will be shed at a rate of 100-150 per year between 2017 and 2019
12/09/2016
US investors champion UK but global wealth managers look to reduce exposure post Brexit
The majority of international investors intend to invest less in the UK as a result of the Brexit vote
12/09/2016
In-depth - high net worth: Higher ground
Brokers need to guide clients through the confusing process of changing their cover
12/09/2016
Women run fewer than 5% of hedge funds for large investors
Underrepresentation of females worse in alternatives than mainstream asset management
12/09/2016
UBS may take back 60% of work in-house soon
The Swiss lender has always been a large spender on IT and BPO services.