02/20/2013
Vontobel moves Dubai business to Geneva after good year
The Zurich-based bank, long noted for its work as an investment bank, has had offices in Geneva since 1993, where it has private and institutional clients.
02/19/2013
The Sarian Group manages $650 million for high-net-worth clients
02/19/2013
“By adding or expanding these offices, we deliver the private banking and wealth management services our clients value
02/19/2013
Rathbones grows funds as ex-Williams de Broë chief joins board
Profit falls at private client and investment manager as £1m FSCS bill hits.
02/18/2013
‘The Prince’s Foundation for Children & the Arts’ and ‘Holts Academy’ supported by Coutts
02/18/2013
Initial amount of approximately £2 billion and is expected to be funded within the next week.
02/18/2013
Wealth can be complicated
02/17/2013
Families could be forced to pay a tax on heirlooms including jewellery and paintings under the Liberal Democrat scheme.
02/17/2013
Here's How Long It Takes To Become A Millionaire In Different Countries
How long would it take for an average person to earn that special sum?
02/17/2013
The office was opened by Prince Max von und zu Liechtenstein, chief executive of the LGT Group.
02/17/2013
“We know that risk and return are related, and we believe in taking thoughtful risk for clients to enable them to accomplish their financial goals.”
02/17/2013
The move is the latest instance of banks seeking to bulk up their presence in wealth management.
02/17/2013
The group has gained FSA approval to launch a UK-focused private merchant bank, targeting companies, family offices and wealthy individuals.
02/17/2013
The consideration of £25,000 was paid by WH Ireland in cash on completion of the Transaction.
02/17/2013
In line with our commitment to identify fund pricing solutions which will be of direct benefit to our clients,
02/17/2013
Gregor MacIntosh will head up the firm’s global and emerging fixed income teams
02/17/2013
14th annual report on the UK HNW sector - RESEARCH
The majority of the HNWIs (60%) do not wish to be actively involved in the management of their assets, but most would wish to understand the investments made on their behalf.
02/17/2013
The provider said Hiscox Private Client was opened following in-house research which showed that the majority of high net worth (HNW) customers don't use a HNW insurer.
02/14/2013
Rothschild parent's Q3 revenues rise 22 pct
Also bolstered by a jump in merchant-banking proceeds.
02/14/2013
Even if collections are more like hobbies, financial advisers to the rich can't ignore the power that those beautiful and rare objects can hold over their clients - or the damage they could do to a client's financial well-being.