04/11/2012
Switzerland has signed tax accords with the U.K. and Germany that, if ratified by parliaments, will impose a levy on wealth held by Britons and Germans in the past and a new withholding tax on future income.
04/11/2012
Few wealth managers would underestimate the importance of a carrying out a rigorous risk-profiling assessment of their clients, be it through a questionnaire or a qualitative discussion.
04/11/2012
In the partnership, Dynasty, based in New York, will provide its platform services to the CPA firm-owned wealth management practices Method Holdings plans to invest in.
04/11/2012
It’s more or less the model of much investment banking business, from mergers to IPOs, where banks charge pretty customary fees and market themselves not on price but on providing the best objective advice, though of course even there most of what y
04/11/2012
The Orange County office is headed by four of the region's leading financial advisors: Gerald Larr, Douglas McCrea, Stephen Nielander and Craig Wells, all former Managing Directors at Deutsche Bank's Private Wealth Management office in Costa Mes
04/11/2012
This is how they created their wealth: by building businesses to capitalize on trends they’ve noticed, and by investing when they’ve seen intriguing opportunities develop in the public markets.
04/11/2012
Our CertusWealth advisors are ready to walk through comprehensive financial solutions that provide both personal advice and the broad expertise needed to keep you moving forward towards achieving your life goals.
04/11/2012
While they may be a period where no member of the von Metzler family is among the bank’s partners, Leonhard von Metzler, 36, may be accepted as one in the future, FT Deutschland said in an e-mailed summary of an article to be published tomorrow.
04/10/2012
The new generation of Asian millionaires are giving some bankers fits
04/10/2012
A confidential study by HM Revenue and customs found they are using aggressive avoidance schemes to reduce their income tax rate to an average of 10 per cent - less than half the level paid by the average Briton.
04/10/2012
Bank of America-Merrill Lynch has asked more than two dozen employees at its wealth management unit to leave as the stock market slowdown worsens and the economy continues to be sluggish.
04/09/2012
Tax rises for the wealthy are at the heart of the debate and if the left wins, France could become the country with the highest tax on the rich in the EU, and one of the most punishing in the world.
04/09/2012
Hinduja Group's Swiss-based private banking arm said on Thursday it plans to double its commodity trade finance team by hiring five new staff.
04/09/2012
Halbert Wealth Management has announce that the Yacktman Capital Group Concentrated Composite Strategy has been added to its list of recommended managed account strategies within HWM's innovative AdvisorLink Program.
04/09/2012
The 20 wealthiest people on Earth lost a combined $9.1 billion this week as renewed concerns that Europe’s debt crisis might worsen drove the Standard & Poor’s 500 Index to its largest decline of 2012.
04/09/2012
THE new head of Brewin Dolphin's Glasgow office is keen to expand the business in the west of Scotland.
04/09/2012
The 69-year-old chairman of the Rothschild group is bringing together its French and UK assets under the roof of Paris Orléans, a French listed entity with its roots in a 19th-century railway company.
04/09/2012
Barclays is facing a major shareholder rebellion over Bob Diamond’s £18m pay package, with more than 10pc of investors set to vote against the bank’s remuneration report at its annual meeting.
04/09/2012
The Korea Institute of Finance, a state-run think tank, said in a report on Sunday that the country’s private banking market needs a revision to the related law to bolster growth and stay competitive in the long term.
04/09/2012
In a recent interview with Gulf News, Tamer Rashad, Merrill Lynch's managing director and head of global wealth and investment management in the Middle East and North Africa, explained the latest trend in the global and regional wealth management ind