05/01/2015
More bogus firms offer fake Ferrari shares
Fears mount about the scale of the Ferrari shares scam as more ordinary British savers are being aggressively pursued to invest thousands of pounds
Wealth and Asset Management
05/01/2015
Newly established tax haven beckons foreign investment in Europe
The zone will be established for a 35-year period and the move will also create new jobs and positively impact on both the regional and national economy.
05/01/2015
Wealth Structuring 20:20 Publication by Appleby
Wealth Structuring 20:20 is an annual, on-line magazine that aims to tap into the issues facing high net worth individuals around the globe
04/30/2015
The highs and lows of Spiers' 30 years of discretionary innovation
John Spiers saw Bestinvest lose 90% of its revenues overnight before rebuilding the company into a £5 billion wealth management giant that eventually forced him out
04/30/2015
Private Banking – A Shifting Landscape by Michelle Frett-Mathavious, Harneys
The legacies of the global financial crisis continue to permeate the global landscape. In many ways, that unfortunate period in our history has forged a new era in the way in which we conduct business today.
04/30/2015
Under the bonnet of discretionary & multi-manager allocations
Discretionary and multi-manager portfolios have trimmed exposure to US and UK equities in favour of Europe
04/30/2015
Barclays Could Unload Americas Wealth Management Unit
One of the last vestiges of Lehman Brothers that still exists at Barclays’ Americas unit could be sold
04/30/2015
Geneva-headquartered financial advisory group unveils expat tax service
Already in Geneva, Hong Kong and Dubai, the firm’s tax service will focus on providing cross-border tax advice for UK expatriates moving overseas, living overseas or buying property overseas.
04/29/2015
Wealth firms step up 'full service' offerings as client demand grows
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients
04/29/2015
Wealth managers ride Europe's stock market wave
Strong equities, boosted by European monetary stimulus, have helped increase assets at St James's Place and Henderson
04/29/2015
Vacant homes and the super rich: How property became London's battleground
The leafy avenues of Islington, a chic neighborhood in north London, are lined with handsome Georgian buildings and all the luxuries money can buy.
04/29/2015
Weekly Close Up - Close Brothers
“I will have my bond. I will not hear thee speak”
04/29/2015
The risks for us all of squeezing the wealthy too hard by Gary Heynes
The Times Rich List was published last weekend, and revealed the names of the 1,000 wealthiest people in Britain. But according to many of the Party manifestos, these are amongst the people most likely to be hardest hit by proposed tax changes. So how imp
04/29/2015
Minerva London and Onshore Trusts
Whilst many people know that the Minerva Group offers offshore trust and company establishment and administration services they are not always aware of the suite of services that can be provided in the London office.
04/29/2015
How Brown Shipley built its Edinburgh office
Brown Shipley’s Edinburgh head Charles Fotheringham was a Wealth Manager cov
04/29/2015
Raiffeisen Hungary to focus on premium and private banking businesses.
Although exit plans that were very seriously contemplated 18 months ago are now off the table at Raiffeisen Bank International
04/29/2015
Majority of clients prefer digital interaction with wealth manager
Within this 57%, 36% opted for email and 21% web portals.
04/29/2015
Should wealth managers and providers fear a Brexit?
Fund groups and wealth managers have been assessing the impact of a potential 'Brexit' would have on their businesses, ahead of next week's general election, with some warning the move would be "an absolute disaster".
04/28/2015
Bank of Georgia launches premium banking service
Bank of Georgia Holdings, the holding company of JSC Bank of Georgia, has announced that the bank has launched a new strategy for its premium banking service, Solo
04/28/2015
New independent advisory firm launches in London
A group of City heavyweights with a track record in pensions and institutional investment has launched a new financial advisory firm called City Noble