06/13/2012
UK Private Bank taps new non-executive director
During this period, he also held several concurrent roles, which involved overseeing Fidelity’s businesses in Spain, the Nordic Region, the Middle East and Africa, and India. He also spent seven years of his career at Fidelity based in Hong Kong.
06/13/2012
UAE-based Wealth Management company opens Switzerland office
Having been in the financial services industry for over 7 years and previously in charge of Geneva for Guardian Wealth Management, Aaron Pacitti is well placed to take on the role of Senior Vice President at Globaleye SARL.
06/13/2012
French farce as British expats face a shock £8,000 fine
The French Government is using a stealth ploy to squeeze extra cash from foreigners to help pay off its whopping €1.7 trillion national debt.
06/13/2012
Net revenue (gross profit) down 2.8% to £14.57 million (2011: £14.99 million)
06/12/2012
They are also going to have to “know their clients” better than in the past and demonstrate suitability more rigorously than they may be used to.
06/12/2012
Against the backdrop of volatile markets, seven in ten advisers (71%) say the majority of their clients are conflicted between pursuing return and protecting capital. Advisers, recognising their clients' anxiety and the need for more durable portfoli
06/11/2012
The British public's thirst for champagne – both to drink and as an investment – has fizzed to record levels, spurred by the Diamond Jubilee and the anticipation of the Olympic Games.
06/11/2012
VouchedFor.co.uk, today launches its new financial adviser comparison site in conjunction with several founding partners – Institute of Financial Planning, FundsNetwork, Nucleus and Voyant – who will support in rapidly establishing VouchedFor
06/11/2012
Only 19% of treasure assets - which include items such as precious jewellery, fine art, antique furniture, classic automobiles and precious metals - are held for financial motivations , according to the latest report in the Wealth Insights series from Bar
06/08/2012
The bank stated that it was not buying back Banco Santander’s Swiss entity as it is now.
06/08/2012
Lou did not detail the extent to which the fund had reduced its European investments, but the paper reported him as saying that CIC had scaled back exposure across public asset markets.
06/08/2012
Landlords in Mayfair and St. James’s, two of London’s most expensive neighborhoods, are exploiting a shrinking supply of new or refurbished office space to charge hedge funds and financial firms the highest rents in three years.
06/08/2012
Investors should rethink how they should invest in current volatile markets.
06/07/2012
Wealth can be a double-edged sword according to Wealth Insights research from Barclays
The survey of 2000 high net worth individuals globally looked at a number of issues relating to succession planning including whether wealth leads to family conflict and the question of whether parents around the world trust their children to protect thei
06/07/2012
The link, which feeds daily data from Brooks Macdonald to Moneyinfo, allows clients and advisers to see the holdings and values of any investment under the discretionary management of Brooks Macdonald.
06/07/2012
New Private Banking offer at BNP Paribas Bank Polska
The new Private Banking offer includes also wealth planning and support in tax planning services realized by external entities.
06/07/2012
The FSA’s decision to stick to its guns with the inclusion of life products in its independence criteria will likely mean a proportion of the wealth management profession will become ‘restricted’ post-RDR.
06/07/2012
Offshore private banking division to shut down
The private bank is to shut up shop in Guernsey
06/06/2012
As indicated by the London International Vintners Exchange (LIVEX), investments in fine wine have produced a 195% return over the past seven years.
06/06/2012
Her Majesty, the Queen, who is celebrating 60 years on the throne, helms the list with a net worth of at least US$ 510 million. Prince Charles is next with at least US$ 210 million.