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Wealthy fear family offices not providing bespoke advice

By: Pedro Goncalves | 19 Oct 2018

Wealthy families are becoming increasingly sceptical on taking wealth advice, harboring concerns over wether the services provided to them by family offices are truly bespoke, according to…

Global wealth up 4.6% to $317trn with Switzerland at the top: Credit Suisse report

By: Pedro Goncalves | 18 Oct 2018

Total global wealth rose 4.6% to $317trn in the 12 months from mid-2017 to mid-2018, outpacing population growth, according to Credit Suisse Research Institute’s 2018 Global Wealth…

Comment: Asset managers must address the tax-reclaim scandal

By: Stanislas Conte, CEO Of Globe Refund | 16 Oct 2018

Good stewardship on behalf of clients is taking centre-stage as a governing principle of the asset management industry. Increasingly, managers are being held to account for the…

54% expats confident about building personal wealth in India

By: Pedro Goncalves | 15 Oct 2018

More than half of the expats living in India are confident about building their personal wealth during their stay in the country, a survey has revealed. Lower…

Investors fearful of CRS data breaches: OMI survey

By: Pedro Goncalves | 15 Oct 2018

A majority of international advisers say their clients are worried about the Common Reporting Standard (CRS), either because they do not understand it or are afraid of…

Among wider reforms, Bahamas pledges to enact beneficial ownership bill by year-end

By: Christopher Copper-Ind | 12 Oct 2018

The Bahamas has drafted new legislation to ensure the jurisdiction achieves the right balance of business, economic sustainability, and compliance with international standards. Uppermost among the Bahamas’…

Hong Kong seeks to attract family offices, rivaling Singapore

By: Pedro Goncalves | 11 Oct 2018

Hong Kong’s Private Wealth Management Association (PWMA) is pushing for changes in the domestic tax regime as it proposes four tax policy initiatives to attract family offices.…

Close Brothers Asset Management appoints new managing director

By: Christopher Copper-Ind | 11 Oct 2018

British-based Close Brothers Asset Management (CBAM) has hired Hugh Adlington as managing director to support the expansion of its high-net-worth bespoke investment management service. Hugh Adlington is…

Julius Baer strengthens Indian wealth team

By: Pedro Goncalves | 10 Oct 2018

The Indian unit of Swiss private bank Julius Baer has bolstered its headcount with the appointment of 11 relationship managers. The private bank said that the move…

Jersey-based Fairway Group launches operations in Bahrain

By: Pedro Goncalves | 09 Oct 2018

Jersey-based Fairway Group is starting operations in Bahrain in what is the firm’s first overseas expansion move. The move into Bahrain follows Fairway Group’s successful partnerships in…

Nexus launches online offering for instant life cover in the UAE

By: Christopher Copper-Ind | 09 Oct 2018

Nexus, the largest financial adviser in the GCC region, has teamed up with Zurich International Life to offer instant life insurance online with no medical check needed.…

Lloyds to put £13bn wealth unit into joint venture with Schroders

By: Pedro Goncalves | 08 Oct 2018

Lloyds Banking Group is in discussions with Schroders about spinning off its £13bn wealth management division into a joint venture. The deal will see Lloyds owning 50.1%‎…

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