02/12/2015
RBC Wealth Management Recognised Again for Private Banking Services
The business in Jersey was also recognised as the best among its peers in four further categories
Wealth and Asset Management
02/12/2015
Guernsey bank deposits grow for second consecutive quarter
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
Financial Freedom Fighter by Toby Birch
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
Bermuda a Leader in Regulation, Financial Transparency
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
Stonehage Know How Bulletin - Selling the Family Business
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 Launches Multi-Currency Collateralised Lending
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
02/09/2015
HSBC “The Swiss Leaks” 60 Minutes - VIDEO
Bill Whitaker investigates the biggest leak in Swiss banking history and examines HSBC’s business dealings with a collection of international outlaws
02/09/2015
Defaqto awards Bordier (UK) trio of 5 Star ratings for Discretionary Fund Management
The announcement comes in the wake of its 2015 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market” yet.
02/09/2015
Standard Chartered targets wealthier customers in retail bank revamp
Standard Chartered Plc will shift its retail banking focus to affluent clients from ordinary customers and urge them to bank online as part of a broader restructuring led by embattled CEO Peter Sands
02/09/2015
Co-investor risk limits fund choice for wealth managers
Growing concern over co-investor risk is leading some buyers to turn away from pooled vehicles entirely in a bid to reclaim control of their investments.
02/09/2015
AXA Wealth ready for April reforms
Axa Wealth has a full suite of retirement products ahead of April to help advisers and their clients with income options
02/09/2015
Brady Dougan Holds Course at Credit Suisse Despite Tough Markets
The Credit Suisse CEO sticks to the One Bank strategy of investment banking and wealth management as new capital rules pose his toughest challenge yet.
02/09/2015
HSBC files raise questions about oversight of senior bankers past and present
The five were involved in either acquiring, overseeing or managing the Swiss operation, which helped clients conceal assets from the taxman
02/09/2015
Old Mutual Wealth to help finance deals in Intrinsic buyout scheme
Buyers must have been ARs with Intrinsic for at least three continuous years, whilst sellers must have been part of Intrinsic or Positive Solutions for at least five years.
02/07/2015
Jersey Signs Memorandum Of Understading With South Africa
The Jersey Financial Services Commission and the South African financial services regulator, the Financial Services Board of the Republic of South Africa, have signed a Memorandum of Understanding
02/06/2015
‘War for talent’ being waged in compliance space
IFA networks and wealth managers are struggling to find the quality and quantity of compliance staff to keep up with an ever-increasing regulatory burden