11/04/2014
Blevins Franks has been advising UK nationals on cross-border tax and wealth management for almost 40 years and is based locally in France, Spain, Portugal, Cyprus and Malta, as well as the UK.
11/03/2014
Deutsche Skatbank, a division of VR-Bank Altenburger Land, is introducing negative interest rates.
11/03/2014
The Greek government is looking to make changes to its golden visa programme, allowing investors to obtain full Greek citizenship after seven years.
11/03/2014
Two of the banks that advised French advertising giant Publicis on its failed merger with US peer Omnicom have got a second bite at the cherry, advising the French company on its latest multibillion dollar acquisition.
11/02/2014
Understanding what’s poised to become the world’s largest economy is crucial for Slyngstad as he manages a fund that Norway predicts will reach $1 trillion in less than three years.
10/31/2014
Having a clear purpose is “worthless” unless every person in the organisation is engaged with it
10/31/2014
“The service offered by IBOSS portfolios enables advisers to not only access a strong performance track record but also incorporates an invaluable client review service taking the strain of the ongoing client investment reviews.”
10/29/2014
Old Mutual’s acquisition of Quilter Cheviot could pave the way for an initial public offer (IPO) of its wealth business.
10/29/2014
Family offices are increasingly looking beyond traditional trust structures towards more bespoke structures for planning offshore to suit younger and more mobile entrepreneurial families who don’t want to give up control.
10/29/2014
The theme of the conference this year is “Your Family Office: Strategies, Structures & Sustainability”.
10/29/2014
Independent corporate and fund services provider Crestbridge has recorded an impressive increase in the value of funds it administers a year after it underwent a rebrand in June 2013.
10/28/2014
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
The motivations behind investors’ attitudes to wealth.
10/28/2014
Where regulation is taking the DFM industry.
10/27/2014
Launch marks important step in BIL 's international expansion
10/27/2014
Wealth firms are growing concerned a regulatory crackdown on bonuses within the UK banking sector could end up impacting the investment management industry.
10/27/2014
Old Mutual Wealth is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.
10/26/2014
Wealth Management department at BNP Paribas bank has won the prize for “outstanding private bank in Europe” at the 2014 Private Banker International Awards, the bank announced in a Friday statement.
10/24/2014
Head of Boston Family Office Shortlisted for the Power Women Awards
The Power Women awards were introduced by Citywealth to champion women in the wealth sector and highlight the female leaders of today and tomorrow.
10/24/2014
Taking place on October 30, the event will be held at the Bristol Museum and Art Gallery.