09/16/2015
Malta keeps all options on the table
Malta has come a long way as a fund jurisdiction since it joined the EU in 2004.
Wealth and Asset Management
09/16/2015
HSBC Explores the Future of Wealth with Next Generation Family Business Leaders
Harnessing the next generation's energy and potential is a critical component of succession planning.
09/15/2015
Aberdeen Asset Management buys Advance Emerging Capital
The team will be independent from Aberdeen’s direct equity and fixed income teams.
09/15/2015
Keeping its power dry - St. James's Place Market Bulletin
Last week, members of the Monetary Policy Committee (MPC) found themselves once again to be largely of one mind on the question of interest rates, as members voted 8–1 for no change to the Bank of England rate of 0.5%. The pound rose slightly after
09/15/2015
Turks and Caicos Islands launches London office
The London office will also be the source for first hand information for the Diaspora living in the UK and Europe.
09/14/2015
Golden facts on financial advice: Staying one STEP ahead
I heard an excellent new word this week; infobesity. It means the sheer quantity of information available makes decision-making more difficult.
09/14/2015
Wealth management group snaps up its seventh IFA this year
Wealth management group has acquired its seventh IFA business this year,
09/14/2015
Private bank to sell direct to adviser clients
Commission will accrue on daily balances until 30 November and will be paid in January 2016.
09/14/2015
Deutsche Bank Plans to Cut About 25% of Jobs: Reuters
Deutsche Bank employed 98,647 people at the end of June, including 14,940 at Postbank, a German consumer lender
09/13/2015
Excellence is at heart of everything we do - Dermot Hamill, Canaccord Genuity Wealth Management
This year the company is sponsoring the award for Business Person of the Year.
09/13/2015
Credit Suisse Plans October Strategy Announcement
Chief Executive Officer Tidjane Thiam said in July he plans to shrink parts of the investment bank and focus on growth in Asia and wealth management, mirroring the approach of UBS Group AG, Credit Suisse’s larger rival.
09/13/2015
McKinsey warns European private banks over fees
The upcoming Markets in Financial Instruments Directive is likely to ban wealth managers from receiving inducements (retrocessions) from product providers within discretionary mandates.
09/13/2015
Growing the angels' share
Most of all it needs more “angels”, wealthy and super-wealthy individuals prepared to rain down their hard-earned and unearned cash into the country's burgeoning start-up economy
09/11/2015
Barclays closes risky UK accounts of customers in Jamaica
Jamaica is one of some 130 countries with which the three centuries-old bank signalled it is cutting ties.
09/10/2015
Ex-Ashcourt compliance director launches consultancy
Wealth managers are having to pay more for in-house compliance personnel.
09/10/2015
Equiom’s expertise in the spotlight again at Monaco
Equiom has gained global recognition within the yachting industry by providing tax efficient bespoke yacht ownership structures.
09/09/2015
Unigestion wins Emerging Markets Manager of the Year
Together this has led to the consistent outperformance of the fund achieved by our equities team.
09/09/2015
Queen Elizabeth II Isn’t as Rich as You Think
Besides the unwinding of an empire and the economic booms and busts, her time as head of state has been marked by the rise of the super-rich.
09/09/2015
Wealth management firm Swoops For £8M NorthWest Competitor
They will pay an initial £5m comprising £2.5m in cash and 420,000 shares.
09/09/2015
Trust company launches Jersey-based wealth management service
The service will be managed out of the Jersey office.