12/20/2015
The move to reduce the private bank comes after Stuart Gulliver, chief executive of HSBC, unveiled plans in the summer to help simplify the global group and focus on core markets, including Asia.
12/18/2015
Gemini Wealth Management have announced that as well as being shortlisted for the Professional Adviser - Adviser of the Year (Midlands) 2016 they have also been awarded Wealth Manager of the Year UK at the 2015 Finance Awards from Wealth & Finance Int
12/18/2015
Liverpool-based investment adviser seeks to shake up Liverpool's private wealth market
Investment adviser launches web-based service aimed at the younger end of the market
12/18/2015
In this edition we focus on three areas where wealthy individuals may find themselves at risk, and how they can protect themselves.
12/18/2015
I am sure that during the past quarter you have experienced, or at least, heard of Malta’s varied activity
12/18/2015
The bank's shares dipped 0.5 percent in early London trading
12/17/2015
State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public.
12/17/2015
Brazilian BTG Pactual is in talks with international banks over the sale of BSI, which it bought only in September
12/16/2015
He told Finanz und Wirtschaft that the Swiss bank was operating normally and its liquidity and equity positions were "outstanding".
12/16/2015
The report states that High Net Worth respondents have been working with their wealth management firm for 13.6 years on average.
12/16/2015
This transaction will significantly strengthen Julius Baer's position in the Luxembourg financial centre.
12/16/2015
Here's a review of recent news and upcoming events from Guernsey's international finance centre.
12/16/2015
ETFs following smart beta strategies are becoming more common within equity-based offerings, but there are few fixed income ETFs on the European market.
12/16/2015
Oddo & Cie takeover of Kleinwort Benson given go-ahead
The European Central Bank has given Oddo & Cie its approval to carry on with its counterbid for BHF Kleinwort Benson Group.
12/15/2015
Enforced disclosure of OTC trades
12/15/2015
The Creative Vision Award offers one charity in each category the chance to win an animated 30-40 second brand film
12/15/2015
Investment Association restructure
He left the 200-member body after several asset management companies said they would be leaving, reportedly because they were concerned about the IA’s “progressive” approach.
12/15/2015
Billionaires always figure out how to head off the competition
It’s not being a genius that makes you rich – it’s stopping your rivals
12/15/2015
Vistra Group acquires leading yachting service provider
Has established itself as a leading provider in the fields of yacht registration, yacht sale/purchase-contracts, yacht finance, Maltese leasing structures and EU VAT advisory.
12/15/2015
The PCI are a peer group comparison tool designed to provide an understanding of the performance generated by discretionary private client investment managers.