02/16/2015
Private banking: shrinking margins, stagnating client base
The following article is from the February 13-26 print edition of the Budapest Business Journal.
02/16/2015
The bank is considering unveiling the new plan, possibly one of the biggest overhauls in decades
02/16/2015
It is understood that Zurich and Aegon have appointed investment bank Evercore to lead talks with potential bidders.
02/15/2015
Campaigners says investors are being misled by over a third of so-called active funds
02/15/2015
Even before the Swiss central bank abandoned its cap on the currency in January, the cost of taking on someone in Poland was just 50 to 60 percent
02/13/2015
North East well placed in growing economy, says leading wealth manager
UBS positive on region's prospects as he advises clients to remain "fully invested" on diversified basis
02/13/2015
UK wealth manager targets Gulf expats
An estimated 100,000 British expatriates live in the UAE, which is home to about 50,000 dollar millionaires.
02/13/2015
The runners and riders that could be tempted to buy the investment firm.
02/13/2015
Brewin Dolphin has replaced its outgoing Glasgow-based financial planning director John Docherty with Douglas Cameron, who joins from Chartermarque.
02/13/2015
Very few wealthy people manage to transfer the ability to guard and preserve wealth across generations successfully.
02/12/2015
The business in Jersey was also recognised as the best among its peers in four further categories
02/12/2015
The increase is the second consecutive quarterly rise and figures from the Guernsey Financial Services Commission (GFSC) show that the total value of Guernsey bank deposits reached £83.7 billion at the end of December 2014.
02/12/2015
For many years I was a mainstream investment manager; believing in the omniscient wisdom of central bankers. Once the scales had fallen from my eyes after yet more manipulation I realised that I had to do something about the charade.
02/12/2015
Ex-Barclays Wealth chief plans comeback
He is now looking to re-enter wealth management and is exploring a number of projects
02/11/2015
Island's History of Robust Regulation, Rule of Law, Global Tax Treaties and Lack of Bank Secrecy Laws Ought to be Recognised by UK Labour Party
02/11/2015
A family business is a journey - challenging, rewarding and often unpredictable. Should you decide to sell the business - often a daunting decision - careful planning and skilled execution are required to ensure a successful outcome
02/11/2015
Wealth managers splash cash on Plymouth diving comp
WEALTH management specialist Brewin Dolphin is making a splash again this year by sponsoring one of Plymouth's main diving events.
02/10/2015
Pershing’s Nexus Loans product allows private clients to leverage assets within their investment portfolio through a non-purpose collateralised loan.
02/10/2015
Wealth firm makes seventh acquisition in eight months
The firm’s founder Keith Plester and managing director Jon Rowe will retire on completion of the deal
02/10/2015
Cheltenham-based wealth management company makes acquisition
Wealth management IFA with 190 active clients