02/26/2015
HSBC Holdings Plc Chief Executive Officer Stuart Gulliver told U.K. lawmakers the scandal over the role the company’s Swiss private banking unit played in helping clients dodge taxes was the product of a different era
02/26/2015
HSBC bosses rejected calls from British lawmakers for them to quit over the bank's Swiss tax scandal
02/26/2015
Axa Wealth plans to combine its pensions and investment expertise to offer a new financial planning model called Retirement LifePlanning
02/26/2015
DeVere has forecast a 25% growth in business and a 50% increase in advisers in the coming year
02/25/2015
Vestra Wealth’s founding partner David Scott became a Wealth Manager cover star a year after what he admits was a ‘difficult birth’ for the then fledging company.
02/25/2015
Old Mutual Wealth has been completed its buy of Quilter Cheviot after the receiving the green light from the regulator
02/25/2015
OM Wealth called the transaction a “significant milestone” in its transition from primarily a platform business to an integrated wealth management business for advisers and customers.
02/24/2015
Asset managers will be not be blown away by technology’s winds of change, but advisers and wealth managers may not be as lucky
02/24/2015
A strong performance in Jersey’s funds sector in 2014 has seen the value of fund assets administered in the jurisdiction increase by almost one fifth year-on-year to reach the highest level in seven years.
02/23/2015
With high street banks poised to reveal their 2014 bonus pots the Robin Hood Tax campaign reveals figures showing ‘unreformed sector is out of control’
02/23/2015
A final decision on the timing of bonuses is expected to be taken before the Rothschild group’s year end on March 31
02/23/2015
The two companies claimed that combined they will be one of the top 20 players in the UK private wealth market by assets under management.
02/23/2015
Canaccord Genuity Wealth Management is one such DFM with an advisory arm
02/22/2015
Top executives at HSBC are being encouraged to waive their bonuses for the year, following allegations the bank abetted tax dodging clients.
02/22/2015
HSBC furore puts pressure on sales of private banking units by RBS and Generali
02/22/2015
Queen’s bank in film tax avoidance scheme
COUTTS, the bank used by the Queen, earned millions of pounds in commission by helping investors avoid tax in film schemes
02/20/2015
He has taken a number of high net worth clients – equating to over £100 million of assets – with him to launch Fry Family Office.
02/20/2015
Skënderbeg Funds AGmvK, an investment fund for qualified investors under Liechtenstein law (umbrella fund), launched four traditional single-manager funds together with Your Wealth AG on 12th January.
02/20/2015
The fund includes €250m from the former National Pension Reserve Fund
02/19/2015
THE HSBC revelations have been coming thick and fast this past week, and the bank has had to go so far as to apologise for its previous behaviour.