03/16/2015
Oracle Capital Group Signs Strategic Partnership Agreement
Partnership enhances Oracle Capital Group's global reach through access to Chinese market.
Wealth and Asset Management
03/16/2015
RBS thinning out bidders for Coutts
UBP is the preferred bidder and an agreement might be reached as early as this month, said the people, who cautioned that the talks could still be delayed or fall apart.
03/16/2015
National wealth manager acquires 24th adviser firm
National wealth manager has acquired Farnham-based adviser
03/16/2015
Outgoing StanChart boss received $5.1m for 2014
He may have forgone his bonus for 2014 but Peter Sands, who will shortly be replaced as Standard Chartered's chief executive by Bill Winters, still took home $5.1m last year.
03/15/2015
RBS Said to Favor UBP as Buyer for Coutts International
Royal Bank of Scotland Group Plc is narrowing the field of bidders for its Coutts International private-banking arm to focus on Switzerland’s Union Bancaire Privee
03/15/2015
McDonald named best by Barron’s
Merrill Lynch financial advisor Don McDonald, a native of Paris, has been recognized on the 2015 Barron’s “America’s Top 1,200 Advisors: State-by-State” list, which published on Feb. 23.
03/13/2015
French prosecutor seeks trial in HSBC Swiss bank tax-dodging case
A French prosecutor has requested that HSBC's Swiss private bank be sent to trial to answer charges over a suspected tax-dodging scheme for wealthy customers
03/12/2015
SYZ strengthens its private banking business in Spain
N+1 SYZ, the Spanish private banking entity of the SYZ Group, is continuing its expansion in Spain with the strengthening of its private banking team in Madrid and the opening of an office in Zaragoza.
03/12/2015
Enhance Celebrates Launch of New ‘TMPI Whitelist’
The Enhance Group, a leading provider of investment oversight services in the fiduciary sector, headquartered in Jersey and STEP announce a major new service development for the STEP Trustee Managed Portfolio Indices.
03/12/2015
Increased offer for Ashcourt Rowan
This move by Towry brings an end to the uncertainty
03/12/2015
AAM shortlisted for national awart recognising corporate commitment to the local community
Aberdeen Asset Management has reached the finals of the Better Society Awards which acknowledge excellence in environmental performance, sustainable investing, business ethics, transparency, support for non-profit organisations, and more.
03/11/2015
Advisory firm launches dedicated divorce service
Westminster Wealth Management has launched a dedicated divorce service, with no charge for an initial consultation.
03/11/2015
Private Wealth Focus March 2015 - Guernsey Finance
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events
03/11/2015
WMA slams FCA's 'one size approach' to complaints handling
The Wealth Management Association has criticised the Financial Conduct Authority's recent review on complaints handling, warning the 'one size fits all' approach ignores the costs to wealth managers
03/11/2015
IFAs call for financial fair play as providers build advice
Advisers have called on the Financial Conduct Authority (FCA) to ensure ‘financial fair play’ in the face of a growing threat from so-called vertically integrated firms
03/10/2015
Fintech: Nutmeg changes the game in wealth management
The UK fintech start-up will manage your wealth for a small, transparent fee
03/10/2015
Weekly Close Up - Close Brothers
Last week was relatively quiet for the financial markets as they hovered around their multi-year highs, uncertain as to what’s next.
03/10/2015
US Broker swoops on one of London's Stock Exchange 's oldest companies
One of London Stock Exchange 's oldest companies is close to offloading its securities arm
03/10/2015
Offshore trust company announces acquisition
The group has grown from 80 to over 300 employees and expanded across five jurisdictions, including the Isle of Man, Jersey, Guernsey, Malta and Hong Kong.
03/10/2015
Luxembourg-Based Family Office Launches Peer -To - Peer Asset Manager
A Luxembourg-based family office has launched a new asset management firm this week in a bid to introduce institutional investors and families of wealth to the peer-to-peer (P2P) finance sector.