04/15/2016
RSMR targets adviser DFM due diligence with new product
Hits back at 'ratings can be bought' report
Wealth and Asset Management
04/15/2016
AP Executive wins 2016 Offshore Excellence Award
The decision was made after a rigorous selection and judging process, focussing solely on the merit in order to honour those companies that demonstrate the highest level of professionalism and ingenuity, as well as sustained and measurable success.
04/14/2016
Trusts top agenda at Jersey Finance Private Wealth Conference
Jersey Finance has confirmed the line-up of speakers for its Annual Private Wealth Conference featuring leading tax and legal experts who will address hot topics for high net worth clients from trust legislation and its relevance today to private wealth m
04/14/2016
3 reasons an investment banking background can help a wealth management career
Wealth management is typically viewed as more relaxed – advising private, often non-professional investors who frequently make decisions over a longer timeframe.
04/14/2016
PRAXISIFM acquires fiduciary and corporate governance consultancy
PRAXISIFM has acquired a fiduciary and corporate governance consultancy to enhance its presence in Switzerland and expand its operational footprint in Africa.
04/14/2016
Axa Wealth on the market again
Axa’s UK life insurance and wealth investment units are reportedly up for sale, in a move that could see the French insurance giant net up to £700m ($997.8m, €875m).
04/14/2016
Union Bancaire Privée completes its acquisition of Coutts activities in Asia
This is the final stage in the acquisition of Royal Bank of Scotland's international wealth management business which operated under the name Coutts. Its entities in Switzerland, Monaco and the Middle East became part of UBP in October 2015.
04/14/2016
Panama papers haunt venerable private German bank
But the Panama Papers have brought to light some questionable business dealings with alleged drug traffickers, money launderers and terrorist financiers.
04/14/2016
KYC3 is the choice of BNP Paribas Wealth Management
The company’s aim is to be the regtech that delivers the KYC experience of the future.
04/14/2016
Does banking advice pose a threat to wealth managers?
For HSBC the latest initiative to drum up new business will be offering investment advice to people with smaller sums to invest.
04/14/2016
JM Finn & Co wins prestigious award
The award for Best Discretionary Service at the 2016 City of London Wealth Management Awards was presented to JM Finn & Co at a ceremony at The Guildhall.
04/14/2016
War on independence: New data reveals advisers set for restricted future
From a pre-RDR heyday, where independent advice was the dominant force in distribution, EY now predicts restricted advice will make up at least half of the market by 2020/21.
04/13/2016
St. James's Place - The wrong chemistry
Many politicians around the world found themselves on the other side of the tax-dodging argument last week, as a data leak from the offices of Mossack Fonseca, a law firm in Panama, showed that a number of global political leaders (or those close to them)
04/13/2016
Tilney Bestinvest wins Best Advisory Service at the City of London Wealth Management Awards 2016
The awards winners are voted for by the general public with integrity and independence the focus of the awards.
04/13/2016
Deutsche Asset Management plans China and Asia expansion
Eilbeck said another major driving force for China markets would be the decision by MSCI in June on whether to include A-shares in its emerging market indices effective from 2017.
04/13/2016
Lifetime Achievement Award Presented to Chris Macdonald
Sophie Raworth (BBC News) presented Chris Macdonald with the Lifetime Achievement Award at The Guildhall yesterday evening.
04/12/2016
Jersey Finance statement in response to David Cameron announcement on 11 April 2016
“The agreement will mean very little change for Jersey since our regulations are already sufficiently robust. For more than 20 years we have had a central register of beneficial ownership from which we meet requests for information received from tax
04/12/2016
Brooks Macdonald launches new Group Masterbrand as it celebrates 25th anniversary
Brooks Macdonald has launched a new corporate identity, which will bring together all of its subsidiary businesses under one Brooks Macdonald masterbrand. Brooks Macdonald’s Channel Islands based division, one of the largest investment managers in t
04/12/2016
Wealthy Workers Choosing Risk Over Retirement
Wealthy professionals in the UK are rejecting the chance to retire at 65
04/12/2016
Luxembourg-based wealth manager to acquire Insinger de Beaufort
International wealth managers are selling assets as the cost of regulation and client tax compliance crimps margins.