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.
09/11/2015
Jamaica is one of some 130 countries with which the three centuries-old bank signalled it is cutting ties.
09/10/2015
Wealth Manager Websites - What's Going Wrong? by Dominic Gamble
Another report has been published this week highlighting the perpetual achilles heel of the wealth management industry - bad websites.
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
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
Trust company launches Jersey-based wealth management service
The service will be managed out of the Jersey office.
09/09/2015
The attractions of Guernsey for South Africa - Dixcart
Guernsey is one of the leading tax-free jurisdictions for the administration of international private wealth.
09/08/2015
What Guernsey Can Offer Chinese HNWIs'
What the survey highlights in greater detail is how real estate continues to be a big driver of wealth in China
09/07/2015
Wealth Planning Goes Back to the Future by David Dorgan
Article first published in CONNECT, Issue 41, September 2015
09/07/2015
Bedell Trust acquires a majority stake in well-established fiduciary and corporate services business in Singapore
He has led Bedell Trust's expansion in Asia over the past five years and expects to devote a significant amount of his time to the development of the business of STC.
09/07/2015
Cim Global Business sponsors South-East Asian Private Equity Conference
SEAPEC provides valuable opportunities to exchange ideas, discuss current practical challenges and to share best practices.
09/05/2015
Back to school: An education for parents too by Penny Lovell
The extra pressure involved with children going back to school isn’t purely linked to extra “school admin” – preparing sports kits, sewing labels, school runs, paperwork – it is financial too.
09/05/2015
The Sixth Rule of Investing: Understanding & Visibility by Justin Urquhart Stewart
We may teach schoolchildren economics, but rarely do we teach them finance.
09/04/2015
Vontobel acquires Zurich private bank
To drive forward the expansion of the business with Italian private clients
09/04/2015
Shortlist for PBI global banking awards announced
In total, 30 award titles across four award categories were drawn up by the PBI judging panel.
09/03/2015
Elian agrees terms to buy SFM Europe
Announcing the deal today, Elian’s CEO, Paul Willing, said SFM Europe was an outstanding strategic fit for Elian.
09/03/2015
Swiss Authorities Freeze Millions of Dollars Linked to Malaysian Fund 1MDB
Move comes after the Swiss Attorney General opened criminal proceedings against executives at the fund
09/02/2015
The Cayman Islands: Tourism Paradise or Economic Hell
Cameron Lee | 3 minute read
09/02/2015
After the shock of ‘Black Monday’, the sea of red across dealing screens had largely turned blue as calmer conditions returned to global markets at the end of a dramatic week of wild swings for equity and commodity prices.
08/31/2015
Over the years I have found that some of the most pernicious examples seem to relate to the costs and charges that are levied on private investors.