03/06/2012
Clients under 55 years of age are less satisfied with their wealth manager than older clients, and men are less satisfied with their wealth manager than women clients.
03/06/2012
Multinational families increasingly are turning to high-end estate and tax planners to reduce tax bills when they shift money to children living in the U.S., whether or not their kids are U.S. citizens.
03/05/2012
Mackenzie is one of the first senior figures to depart the Edinburgh office following Investec’s £233 million acquisition of parent company Evolution.
03/05/2012
But Gee says investors should be seeking out steady, long-term growth holdings for their portfolios instead, such as UK and global growth funds.
03/05/2012
The initial public offering also provided a window into the burgeoning wealth in the region and the dynamics — and concerns — that many wealthy Asian families face as they contemplate succession plans and the challenges of passing their wealth
03/05/2012
Factors such as assets under management, profitability, ratio of clients to relationship managers, and services offered, among other features, are all considered in developing the ranking of top private banks.
03/05/2012
The bank does not disclose what percentage of these assets are owned by customers in the Middle East.
03/05/2012
The financial services industry in tax havens could suffer immensely if the proposed crackdown is carried out, according to a study from RMIT University.
03/05/2012
Prior to joining HSBC, Vohra was general manager, private bank, retail banking and wealth management for ANZ Singapore.
03/05/2012
Pro Ice provides "personal CFO" services to about 40 hockey players throughout the NHL and tax services to about 100 current and retired players. A couple of newcomers to his tax roster ply their trade at the MTS Centre.
03/05/2012
In a move which could spark fresh controversy over City pay, Barclays is thought to be preparing to release millions of pounds of shares to its highest-ranking staff.
03/05/2012
Previously he was a managing director at Deutsche Bank in Zurich.
03/05/2012
Justice commissioner Viviane Reding says equality will take another 40 years without tough action
03/02/2012
At a post-Davis report meeting about getting more women on boards, I fixed my smile and focused on the best way to tackle this sort of prejudice. Fortunately some key players wanted to do the same.
03/02/2012
Speaking at an investment dinner for Jupiter’s private clients, he warned against placing too much in the received wisdom of ‘experts’ but nevertheless outlined the macro-economic challenges faced by investors today.
03/02/2012
It is thought the process is being overseen by Michelle McEttrick, the chief marketing officer at Barclays Global Retail Banking, and David Wheldon, the former Coca-Cola and Vodafone marketer who is the head of brand, reputation and citizenship. He arrive
03/02/2012
Canada's two largest banks, Royal Bank of Canada and Toronto-Dominion Bank, said on Thursday profits in their wealth management units edged up in the three months ended Jan.
03/02/2012
In 2009, Fisher, whose 33-year-old firm is based in Woodside, Calif., broke ground on a second campus in Camas, Wash.
03/02/2012
The most comprehensive survey of workplace opinion in Britain has revealed that Brooks Macdonald and Goldman Sachs are The Sunday Times Best Companies to Work For in the financial, professional and business services sectors.
03/02/2012
Rathbones has confirmed the hire, which marks an early departure from WdB in the wake of the acquisition of parent company Evolution by Investec.