05/03/2015
HSBC's HQ rethink: taxes and China relationship hold key to decision
In 1990, an assessment called Project Rainbow paved the way for HSBC to move from Hong Kong to Britain.
Wealth and Asset Management
05/03/2015
No bigger player of financial regulation arbitrage than HSBC
By subtly threatening to move its headquarters, HSBC is playing financial regulation arbitrage
05/02/2015
Private Bank chief: Labour victory will spark exodus of wealthy
Arbuthnot Latham chief executive says Ed Miliband's plans to scrap non-dom status and introduce mansion tax will mean people leaving the country
05/01/2015
Clarion Wealth celebrates 30 years with plans to move its HQ
In 2013 Clarion Financial Planners, which was previously known as Clarion Plc, divided its financial planning and investment management activities into two separate companies
05/01/2015
Will Western Europe Create More Wealth Than the United States?
Entrepreneurs’ views about where wealth will be created are so disparate they might make one wonder if they are all looking at the same world
05/01/2015
'Anti-establishment' Ukip beats Tory donations thanks to £500k from Mayfair wealth firm
The £500,000 donation from Growth Financial Services helped Ukip steam ahead of the Tories in the third week of the election campaign
05/01/2015
AFH makes its largest acquisition to date
Wealth consolidator AFH has made its tenth deal in less than a year with the acquisition of a national advisory firm.
05/01/2015
The Love and Envy of Luxury by Toby Birch
I have also learned not to judge clients on appearance; the truly wealthy have nothing to prove and take great delight in under-statement
05/01/2015
Praxis and IFM merger receives regulatory approval
THE merger of Guernsey-based Praxis Group and Jersey-based IFM Group to create one of the largest independent and owner-managed financial services groups headquartered in the Channel Islands has been given regulatory approval.
05/01/2015
Ex-Brewin Brighton trio launch wealth boutique
Brewin directors Pegler, Ewen Emmerson and Francis Jarman have founded Brighton Capital Management, alongside former Barclays Wealth head of strategy and proposition Tim O’Connor.
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
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