10/31/2013
Financial regulator and politicians on Guernsey delegation to China
This latest delegation will further enhance the progress we have made
Wealth and Asset Management
10/31/2013
Hermes GPE Chooses Ipes As Their Depositary
Hermes GPE is one of the first UK fund managers to achieve Financial Conduct Authority approval under the Alternative Investment Fund Managers Directive and has chosen Ipes to act as their depositary.
10/30/2013
Investec launches wealth management business in Guernsey
Investec Wealth & Investment (Channel Islands) Limited will start trading on Friday 1 November 2013 and will be headed up by local director Shaun Lacey.
10/29/2013
Jersey ramps up activity in Russia
Jersey’s economic stability, approach to client confidentiality and commitment to service and product innovation are ensuring that Jersey is seeing tangible success in the Russian wealth management market, according to Jersey Finance.
10/28/2013
Bahamas Financial Services Board : LatAm’s Leading Event for Wealth Management
Latin American Private Clients and their advisers are looking for a global suite of products and services to provide on and offshore solutions for wealth protection, wealth planning and wealth growth.
10/28/2013
Butterfield celebrates 40 years in Guernsey
The business opened its Guernsey office in 1973 as a joint venture with Barings Bank and Trust and in 1989
10/21/2013
Bermuda facing competition from Dubai in Islamic finance market
Now Bermuda has new competition from a hometown player — Dubai is jumping into the ring
10/16/2013
Jersey increases activity in mainland China
Jersey strategically well positioned to maximise opportunities in mainland China
10/08/2013
Global wealth jumps to record - Credit Suisse Research
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/07/2013
Tax havens are finished says SocGen CEO
The UK government has vociferously denounced tax avoidance and has introduced a general anti-abuse rule.
09/24/2013
Barclays to shut wealth management services in 130 countries
“The wealth management landscape continues to evolve at pace,” Peter Horrell, Barclays chief executive officer of wealth and investment management, said in a statement.
09/23/2013
Leading Swiss private bank to exit wealth management for some countries
In other markets including Denmark and Israel, the bank will shut out less wealthy clients and focus on those with balances over 1 million francs, the paper said.
09/18/2013
StepP Private Client Awards set the standard for industry excellence
Five leading industry figures and 15 firms were honoured at the STEP Private Client Awards 2013/14, which were announced last night in a glittering Awards ceremony at the London Hilton on Park Lane
09/14/2013
Banks lock out Americans over new tax law
That's what banks around the world have been telling their U.S. customers.
09/12/2013
US wealth market still attractive for Swiss banks: Vontobel CEO
The United States remains attractive for Swiss private banking as the number of wealthy clients outweighs any problems linked to a long-running battle over banking secrecy laws.
09/12/2013
Vontobel CEO Staub Sees Fewer Swiss Banks After U.S. Tax Probe
Hundreds of banks may be covered by the U.S. plan to punish firms that used accounts to help American clients evade the Internal Revenue Service.
09/11/2013
The 23rd annual Private Banker International Summit and Global Wealth Awards 2013
Hear from leading experts about the threats and opportunities in wealth management
09/10/2013
Another Swiss private bank faces U.S. tax investigators
Private bank Rahn & Bodmer is under investigation by U.S. authorities.
09/09/2013
Goldman said to ditch employees from private bank as they aren't wealthy enough
For years, Goldman allowed its current and former employees to use its private banking services.
09/08/2013
Leading Global bank to Review of Wealth-Management Business in Brazil
Royal Bank of Canada, the country’s largest lender, is undertaking a review of its wealth-management business in Brazil.