04/05/2012
According to the latest estimates from Asset Risk Consultants (ARC), Sterling Cautious, Sterling Balanced Asset, Sterling Steady Growth and Sterling Equity Risk private client indices (PCI) all ended quarter one in positive territory.
04/05/2012
At launch of Big Society Capital fund, prime minister pledges to listen to charities' concerns over budget measure
04/05/2012
Singapore will end a program that allows wealthy individuals to gain permanent residence quicker by putting money in the island, after an influx of foreigners in recent years spurred property prices and fueled voter anger.
04/05/2012
The old money crowd has found the new, new thing.
04/05/2012
A new survey documenting the changing face of expatriate life has identified five different types of modern British expat.
04/05/2012
UBS said a unit that helps the biggest Swiss bank target millionaires reported an increase in client trading this year as fixed-income sales jumped.
04/05/2012
Coutts’ clients who saw their money locked up in the AIG Enhanced Variable Rate fund when the credit crisis hit, face a further eight-week wait to hear if they will receive compensation.
04/04/2012
Pritchard left the brokerage, now owned by Bank of America Corp, in late March to set up his own practice with Concert Wealth Management, a start-up firm that works with independent advisers. He managed $100 million in client assets at Merrill.
04/04/2012
Former University of Chicago, Princeton Executive Peter Stein to Lead Effort
04/04/2012
Auction halted by legal fight over war artefacts collected by the Duke of Wellington's trusted aide
04/04/2012
Trusts have always been viewed suspiciously by the French authorities. New legislation imposes draconian reporting obligations where any of the settlors, trustees or beneficiaries are French resident.
04/04/2012
UBS AG (UBSN) must retain a global investment bank alongside its worldwide asset management business, Juerg Zeltner, head of wealth management at the bank, told Finanz & Wirtschaft.
04/03/2012
- Global Banking and Finance Review awards BMO for second consecutive year - Award honours quality, performance and banking ability of staff
04/03/2012
UBS has reportedly added nearly 50 reputed U.S. brokers to its payroll over this quarter – almost completely on the back of hefty signing bonuses. [1] The move looks in-line with the Swiss bank’s strategy of growing its wealth management busin
04/03/2012
Edward Bonham Carter has become the second major figure at Jupiter to make a significant share donation to charity.
04/02/2012
Tax lawyers describe the suits, emerging from a crackdown by federal authorities on Swiss banks, as the first of their kind in the United States to assert that Swiss bankers made improper assertions to their U.S. clients about the tax implications of thei
04/02/2012
Why China's Rich and Russia's Rich Share Many Traits
While in terms of their current geopolitical interests, histories and cultures, Russia and China are vastly different, their super-rich share many common traits.
04/02/2012
The number of Asians with at least $100 million in disposable assets overtook North America’s tally for the first time as the world’s “economic center of gravity” continued moving east, Citi said today in the report published in pa
04/02/2012
The legal merger between Clariden Leu AG and Credit Suisse AG is complete as of today.
04/02/2012
In one of the boldest moves by an offshore life company in recent years, Generali PanEurope this month will formally begin to target the UK high-net-worth and UHNWI market with a flagship portfolio product and wealth structuring services