04/18/2016
Ubp ramps up Asia efforts on back of Coutts international arm
Swiss group aims to double assets under management to $20bn
Wealth and Asset Management
04/18/2016
Close Brothers to launch 2016 Family Business Road Trip
Close Brothers Asset Management has announced the Family Business Road Trip 2016, a tour of some of the UK’s most successful family businesses, in association with Family Business United.
04/18/2016
Zurich adds Bordier UK Strategies to Retail Platform
“We choose our partners carefully and are scrupulous in our due diligence; a discretionary asset manager must be able to deliver not only on investment performance but offer the highest standards of service and ethics, qualities which are central to
04/18/2016
RiverPeak Wealth sets up investment consultancy
The team at RiverPeak know that there is little market intelligence relating to industry “norm” fees and costs easily available to clients. The experience of the RiverPeak Wealth team in the private banking and investment management market mea
04/18/2016
Edmond de Rothschild launches UK M&A equity fund
The fund will follow the same investment process as the €1.4 billion (£1.1 billion) Edmond de Rothschild Fund Europe Synergy strategy which already has 30% in the UK.
04/18/2016
London's super-rich are now renting homes to avoid tax scrutiny
Lettings have doubled on homes worth more than £10 million since 2011, and risen a third from the year up to March 2016.
04/18/2016
Europe's banking sector needs 'creative destruction' - UBS boss Axel Weber
However, Weber argued that this isn't easy given the current climate of balance sheet reductions in the banking sector.
04/17/2016
Beyond bulls and bears by Penny Lovell
You may remember the wonderful Nicolas Nassim Taleb’s "The Black Swan" (2007) that was described in a review by the Sunday Times as one of the twelve most influential books since World War II.
04/17/2016
The real risk for offshore jurisdictions by Geoff Miller
It is all too easy in the immediate aftermath of a big story to jump to conclusions and miss the bigger picture.
04/17/2016
The Prime Minister & his 3 P's creating 3 Problems by Justin Urquhart Stewart
Port Talbot, Panama and Parents. Yet again it appears that truth seems stranger than fiction.
04/15/2016
Global Shell Games author to launch new research at Jersey Finance private wealth conference
The joint author of the renowned research ‘Global Shell Games’ will be a keynote speaker at this year’s Jersey Finance Annual Private Wealth Conference, where he will also launch his latest research report.
04/15/2016
RSMR targets adviser DFM due diligence with new product
Hits back at 'ratings can be bought' report
04/15/2016
AP Executive wins 2016 Offshore Excellence Award
The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.
04/14/2016
Trusts top agenda at Jersey Finance Private Wealth Conference
Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth m
04/14/2016
3 reasons an investment banking background can help a wealth management career
Wealth management is typically viewed as more relaxed – advising private, often non-professional investors who frequently make decisions over a longer timeframe.
04/14/2016
PRAXISIFM acquires fiduciary and corporate governance consultancy
PRAXISIFM has acquired a fiduciary and corporate governance consultancy to enhance its presence in Switzerland and expand its operational footprint in Africa.
04/14/2016
Axa Wealth on the market again
Axa’s UK life insurance and wealth investment units are reportedly up for sale, in a move that could see the French insurance giant net up to £700m ($997.8m, €875m).
04/14/2016
Union Bancaire Privée completes its acquisition of Coutts activities in Asia
This is the final stage in the acquisition of Royal Bank of Scotland's international wealth management business which operated under the name Coutts. Its entities in Switzerland, Monaco and the Middle East became part of UBP in October 2015.
04/14/2016
Panama papers haunt venerable private German bank
But the Panama Papers have brought to light some questionable business dealings with alleged drug traffickers, money launderers and terrorist financiers.
04/14/2016
KYC3 is the choice of BNP Paribas Wealth Management
The company’s aim is to be the regtech that delivers the KYC experience of the future.