04/07/2015
New Russian CFC Rules Will Impact Inbound U.S. Tax Planning
The primary investment sought by wealthy Russians typically has been U.S. real estate in cities such as New York and Miami.
Wealth and Asset Management
04/07/2015
Westminster Wealth Management strengthens team
Westminster Wealth Management has recruited experienced adviser Martin Cook for its mortgage broking team.
04/06/2015
Goldman Sachs gives away £17m to UK charities
The investment bank increased its donations to UK charities in the past year, with schools and universities the main beneficiaries
04/06/2015
The Lion Wakes: a Modern History of HSBC by Richard Roberts and David Kynaston: review
Jeremy Warner explores HSBC's rise from an outpost of empire to a global leviathan
04/06/2015
Asset Managers fear Google as greatest threat to their industry
In a recent survey of 100 asset managers, Google ranked #1 as the company with the greatest potential to disrupt the asset management industry.
04/05/2015
Change our tax system to keep our wealth creators
Before you write it off as a tax cut for the rich, weigh up the real and tangible benefits of this radical plan
04/02/2015
UBP eyes Asia partnerships after Coutts deal
UBP's global head of private banking Michel Longhini is looking at partnerships for future expansion
04/02/2015
AFH Financial acquires IFA in £460k deal
AFH Financial has acquired Nottingham-based IFA Clarendon Financial Solutions for £461,000.
04/02/2015
Transact posts record profits in dramatic year
Transact has reported record pre-tax profits for 2014 as it gains 10,000 new clients.
04/02/2015
Church House to offer managed portfolio service
He believes the service can appeal to both and said its pricing will be competitive due to its fettered investment approach.
04/02/2015
Iceland prepares to come in from the financial cold
After more than six long and lonely years, Iceland is hoping its financial isolation will soon be over.
04/02/2015
Life after Tilney: Deutsche AWM targets ultra high net market
Deutsche Asset & Wealth Management is targeting the ultra-high net worth market with a refocused business, following the sale of its Tilney regional office network last year
04/01/2015
Rich Insights: Michel Longhini, UBP’s Chief Of Private Banking
Wealth-X speaks with Union Bancaire Privée about buying the ex-UK business of The Queen's Bank, Coutts
04/01/2015
SBG ditches AR network for wealth firms
Sesame Bankhall Group has ended a chapter in the life of its 25-year old network by closing its appointed rep network for approximately 300 wealth advice firms.
04/01/2015
Leading expat finance event comes to Malta
Le Tour de Finance is the ideal opportunity for attendees to find answers to the most pressing questions facing expats living in Malta.
04/01/2015
Tavistock buys further IFA in national expansion
Tavistock also recently bought Standard Financial Group and its troubled adviser network Financial Ltd, following shareholder approval in February.
03/31/2015
WMA calls for retail bond market to be opened up to wealth managers
The Wealth Management Association is calling for an overhaul of the retail bond market in order to make it more accessible to wealth managers and their clients
03/31/2015
Maven founder folds private office and joins Stanhope
Nigel Holley, founder of Maven Private Office, is joining Stanhope Capital following his company’s dissolution
03/30/2015
ABN Amro Executives Renounce Pay Rises
Move follows criticism from Dutch lawmakers
03/30/2015
WMA chair adds to Alliance Trust pressure with open letter attack
Tim Ingram, chair of the Wealth Management Association and a former director of Alliance Trust, has backed Elliott Advisors’ proposals