02/03/2014
Asian ultra-high net worth individuals flock to invest in Monaco
Asia owns 24% of the total world private wealth with nearly one third of it held in real estate, mostly in international properties. With rising profits, Asian high net worth individuals (HNWI) have developed an appetite for trophy homes in Monaco.
02/03/2014
A number of well-known wealthy individuals have taken proceedings against IBRC Assurance in relation to badly performing investments.
02/03/2014
Europe’s largest bank Said to Plan Sale of Swiss Private Banking Assets
The bank has attracted scrutiny from governments over its operations in low-tax jurisdiction
02/03/2014
User review and rating system, although prevalent across sectors like travel, food and lifestyle, is only just making its presence felt in the medicine, financial and legal world.
02/03/2014
I was shocked and saddened to learn that Alain Grisay had passed away
01/31/2014
Vestra management reshuffle pays off with £1bn inflow
Growth is expected to come from a focus on ultra-high net worth clients, intermediaries and its US division, which provides a range of wealth management services to clients with ties to America.
01/31/2014
London-based wealth manager 'first UK wealth manager to achieve ‘B Corp’ certification'
The London-based wealth manager that specialises in looking after American expatriates‚ has been awarded “B Corporation” certification‚ the first such company in the UK to receive this relatively-new ac
01/31/2014
Lone Star, IKB, Rothschild and Bank of America Merrill Lynch declined to comment.
01/30/2014
BNP Paribas to help Budding entrepreneurs
Vital Regeneration launches “HELP Enterprise” in partnership with BNP Paribas, Dolphin Square Foundation and Westminster City Council
01/30/2014
Solving the dispute over undeclared Italian funds with Swiss banks will be on the agenda today as Switzerland’s Eveline Widmer-Schlumpf and Italy’s Fabrizio Saccomanni meet in Bern.
01/30/2014
Jersey’s 'future proof' funds regime to be showcased to London audience
Jersey’s position as the first ‘third country’ to offer the option of a fully-compliant AIFMD regime is set to be highlighted at Jersey Finance’s annual Funds Conference in London this year.
01/29/2014
Sesame advisers will no longer be able to recommend non-mainstream investment products under the firm's new restricted proposition, managing director Stephen Gazard has said.
01/29/2014
Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.
01/29/2014
The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.
01/29/2014
Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.
01/29/2014
The Succession Group was established in Plymouth by Simon Chamberlain in 2009.
01/28/2014
After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.
01/28/2014
Azimut Holding SpA, Italy’s largest independent asset manager, is interested in buying a fund unit from a bank to expand distribution and attract client investments.
01/28/2014
Pensions and wealth management company Mattioli Woods has posted a strong set of interim accounts with a rapid growth in its discretionary assets under management
01/27/2014
Barclays is reportedly debating the fate of its £40m-a-year sponsorship of the Premier League