12/16/2014
WH Ireland chief executive Richard Killingbeck has defended his company’s recent profit warning, saying 2014 was a year of investment for the business that will leave it stronger than ever.
12/16/2014
The move will not affect existing investment teams or investment processes.
12/15/2014
The group, which is disparate in size, development levels, and location, includes the five Caribbean Overseas Territories: Anguilla, The British Virgin Islands, the Cayman Islands, Montserrat and the Turks and Caicos Islands.
12/15/2014
The bank confirmed in October that it was in talks with 23 other cantonal banks to buy their stakes in the company, which manages CHF53bn in assets.
12/15/2014
The first launch will be in the UK and is scheduled for the first week of January 2015, but RCR says it plans to add a new market every six to eight weeks. The firm says the product is 'the first independent
12/12/2014
Kitchenham believes Walker Crips has been particularly successful in attracting advisers and investment managers due to its structure being more appealing compared with its peers.
12/12/2014
The island's financial services regulator has reported a total of 140 new funds during the 12 months to the end of September
12/12/2014
Research from Old Mutual Wealth has revealed adviser support for inheritance tax reform, with 44 per cent of advisers in favour of lifting the threshold to £1m.
12/12/2014
Accountancy and business advisory firm BDO Limited has announced a year of steady growth in 2014 as its UK parent company and the BDO International network report accelerated growth and profitability for the last financial year.
12/12/2014
The agency set up to drum up new business for Bermuda is to target London.
12/12/2014
Three employees from Canaccord Genuity Wealth Management in the Channel Islands have been included in the Citywire Top 100 Fund Selectors list for 2014.
12/12/2014
A vote on the matter will be called at an extraordinary general meeting of unitholders on the 14th of January.
12/12/2014
At a Schroders conference in New York, Square Mile managing director Richard Romer-Lee claimed the trade body could be doing a lot more to back up stock-pickers.
12/11/2014
Private bankers are rebuilding their reputation after the financial crisis. The rest of the financial industry would do well to take notice of how they’re doing. Giulia Cambieri reports
12/11/2014
Guernsey's financial services regulator has approved 42 new investment funds for the second quarter in succession, resulting in a total of 140 additions during the 12 months to the end of September.
12/11/2014
He joins from Charles Stanley, where he has spent 15 years in a variety of roles in London and Southampton
12/11/2014
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
12/10/2014
In a case referred by the country’s highest tax-affairs court, Germany’s Constitutional Court will rule this month on whether the tax exemption is in line with the constitution.
12/10/2014
Advisers can help retirees increase their retirement income by nearly half, or 49%, according to Old Mutual Wealth.
12/10/2014
Citi Private Bank in Spain, which manages mainly high net worth wealth, is launching an investment club together with local partner Mazabi to help clients into property assets that could be worth as much as €400m in total.