05/02/2019
“The collective knowledge, expertise and experience that both Chris and Robert bring to the firm further strengthens our business and reinforces our position at the forefront of multi-family office providers.
05/02/2019
More than 90 participants, some solo and others in teams sharing the mileage
05/02/2019
They still have to pay the tax at the same rates (1.5% maximum) on their French properties or shares in the interposed company (i.e. a French or Monegasque SCI in most cases) holding such properties if their net value is €1.3 m or more.
05/02/2019
The industry response to this risk and complexity has been to establish best practice, but this has introduced the paradox that risk can be reduced, efficiency increased, and services improved, but rarely all together.
05/02/2019
But of the survey topics most relevant to practitioners, the 45% who said they wanted to see themselves better represented by client facing staff was likely to be the most significant.
05/01/2019
UBS said earlier this year that it would slow hiring and deepen cost cuts during one of the worst first quarters in recent history, which forced the bank to cut an additional $300 million in costs.
05/01/2019
Combines science of behavioural finance and investment education to improve choices for high net worths
05/01/2019
The strategy behind the buy out model is to offer network member firms a simpler exit process for retirement.
05/01/2019
Supreme Court Finds “Wholly Groundless” Exception Not Grounded in Federal Arbitration Act
05/01/2019
If banks and financial supervisors increased the share of women in senior positions, the banking sector would be more stable too.
05/01/2019
A basic level of social protection is affordable nearly everywhere
05/01/2019
Investec says it hopes to connect like-minded clients to drive collaboration and new wealth creation opportunities.
05/01/2019
The firms will scan the Swiss small-cap universe
04/30/2019
Andrew Croft, St James's Place's chief executive, said: "This performance demonstrates the resilience of our business through the current political and macroeconomic uncertainty.
04/30/2019
All this means that wealth management has to change to meet the needs of this ageing cohort.
04/30/2019
Wealth manager says funds rise 8.3 per cent from the end of the year
04/29/2019
Fresh money was within the bank's target band of 3 to 6 percent, but at the lower end of the target, which was set last year.
04/29/2019
These are the findings of the latest CLPPI, which launches today and shows the impact that Brexit and stamp duty hikes have had on the market – with sales volumes dropping to their lowest level since 2013*.
04/29/2019
The Brooks Macdonald Decumulation Service, available exclusively through financial advisers, is for clients with a minimum of GBP500,000 to invest who are either withdrawing income from their portfolio or are set to do so within the next seven years.
04/28/2019
The allure of Asia as an investment destination has not dimmed during the past half century.