03/23/2015
The name change is a reflection of our shift in strategy to provide more holistic financial planning and advisory solutions around wealth creation, lifestyle requirements, wealth preservation and legacy and philanthropic ambitions.
03/23/2015
One of Edinburgh's oldest custodians sees value in active management
Private client manager brings investment focus
03/22/2015
DFSA probing ABN Amro for supposedly failing guidelines
A Dubai-based client of ABN Amro, who did not want to be named, told The National at least one banker was put on enforced leave in early January.
03/22/2015
Rothschilds and the emails of the super rich
The wealth of some of Ireland's richest families, and who manages it for them, could come under the spotlight later this week as a legal schemozzle unfolds in the Four Courts
03/22/2015
Four nods for Fiducia in Money Marketing Financial Services Awards
Fiducia Wealth Management has been shortlisted in four categories of the 2015 Money Marketing Financial Services Awards.
03/20/2015
The increase in the bank levy may make it sensible to move
03/20/2015
Luxembourg has been recognised across the world as offshore vehicles that can be successfully used in a variety of International Business, carry out commercial and industrial activities.
03/20/2015
He welcomed the group's interest in expanding its financial operations in Bahrain
03/20/2015
Activist shareholders have their wish and the well-respected Winters was broadly given the thumbs up when news of his appointment emerged last month. But will the bank’s employees welcome him with open arms?
03/19/2015
"We are delighted to participate in the launching of this Fund, reinforcing our position both as a leading SuperManco in Luxembourg but also a supporter of the socially responsible investment market", commented Daniela Klasén-Martin, Mana
03/19/2015
The purpose of the City of London Wealth Management Awards is to recognise and promote quality of service from Wealth Management companies and individuals.
03/19/2015
Petronella West, Director - Private Clients at independent boutique wealth management firm Investment Quorum, one of the wealth management industry’s best known and most respected figures, has been proclaimed winner of the ‘FactSet Award for W
03/19/2015
The shortlisting follows hot on the heels of Nerine’s win in the ‘Best Independent Trust Company’ category at the prestigious STEP Private Client Awards last year.
03/18/2015
If your wife tells you that she doesn’t want a birthday present, should you buy her one anyway?
03/18/2015
Brewin Dolphin has topped a list of the best financial adviser digital content and communications, in a study which was broadly critical of the digital engagement of most adviser firms.
03/18/2015
At a ceremony at The Guildhall last night announcing the winners of The City of London Wealth Management Awards, Natasha Kaplinsky presented Halifax Sharedealing with the Award for Best Execution-Only Equity Sharedealing Service.
03/17/2015
The biggest winner was Samir Assaf, the head of its investment bank, who received shares worth almost £1.1million.
03/17/2015
The bank is carrying out checks on the identity and address of thousands of its customers on the Channel Islands, and is closing accounts that do not meet tax compliance standards.
03/17/2015
Aiming to 'shake-up' the cash deposit market, the service allows users to have a new account with an underlying bank in 24 to 48 hours.
03/17/2015
Arm of collapsed Espírito Santo empire in negotiations with Venezuelan banking family