03/02/2015
London-based multi-family office pioneers re-brand
"Having combined the two firms’ deep experience, we are very much fit for purpose with a refreshed commitment to delivering exceptional risk-adjusted investment results. We seek to be a default choice for wealthy families and foundations requir
03/02/2015
The information Falciani, 43, took from the bank in 2008 allegedly reveals the practices of HSBC’s private-banking unit in Geneva.
03/02/2015
Towry did not rest on its laurels despite its Edward Jones setback.
03/02/2015
The overhaul follows a new law implemented in Russia this year that aims to boost transparency on assets abroad and allows the taxation of profits on funds held outside the country.
03/02/2015
ASHR has been among the top-performing ETFs on the market in recent months as China’s tightly controlled stock markets open up to outside investment.
02/28/2015
"There's a mood of borderline euphoria and excitement today... after six grim months where the sense of passion and urgency fell away a bit," said a senior Asia-based insider.
02/27/2015
The private bank's parent company, Royal Bank of Scotland, said the inquiry was focussed on its Swiss operation, including current and former employees.
02/27/2015
“It was a year in which active management via active managers paid handsome dividends, and the collective experience we are able to bring to bear at Bordier (UK) shines through in the outstanding numbers we have once more delivered for our clients.
02/27/2015
France will soon hand over to Austria tax data linked to leaked client data of lender HSBC Holdings Plc which has admitted failings in compliance at its Swiss private bank
02/26/2015
HSBC Holdings Plc Chief Executive Officer Stuart Gulliver told U.K. lawmakers the scandal over the role the company’s Swiss private banking unit played in helping clients dodge taxes was the product of a different era
02/26/2015
HSBC bosses rejected calls from British lawmakers for them to quit over the bank's Swiss tax scandal
02/26/2015
Axa Wealth plans to combine its pensions and investment expertise to offer a new financial planning model called Retirement LifePlanning
02/26/2015
DeVere has forecast a 25% growth in business and a 50% increase in advisers in the coming year
02/25/2015
Vestra Wealth’s founding partner David Scott became a Wealth Manager cover star a year after what he admits was a ‘difficult birth’ for the then fledging company.
02/25/2015
Old Mutual Wealth has been completed its buy of Quilter Cheviot after the receiving the green light from the regulator
02/25/2015
OM Wealth called the transaction a “significant milestone” in its transition from primarily a platform business to an integrated wealth management business for advisers and customers.
02/24/2015
Asset managers will be not be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky
02/24/2015
A strong performance in Jersey’s funds sector in 2014 has seen the value of fund assets administered in the jurisdiction increase by almost one fifth year-on-year to reach the highest level in seven years.
02/23/2015
With high street banks poised to reveal their 2014 bonus pots the Robin Hood Tax campaign reveals figures showing ‘unreformed sector is out of control’
02/23/2015
A final decision on the timing of bonuses is expected to be taken before the Rothschild group’s year end on March 31