News, Comment & Analysis results for Close

New Office
5 September 2024

Close Brothers Asset Management Targets Winchester

The UK’s Close Brothers Asset Management expands the services it offers to HNW clients in the...

Tax
3 September 2024

Behaviour Shifts As Clock Ticks Towards UK Budget

As the 30 October UK budget gets closer, there are signs that concerns about inheritance tax,...

Tax
22 August 2024

Hard To See How Much More UK "Tax Gap" Can Close – Specialist

A term bandied about in tax policy over recent years is the "tax gap" – questioning what measures...

Financial Results
20 August 2024

VP Bank's Interim Profits Slide, Says Plans Cost Cuts

The Liechtenstein-based bank also reiterated its decision to close its Hong Kong office, although...

People Moves
19 August 2024

VP Bank Closes Hong Kong Office; C-Suite Figures Depart

The Liechtenstein-headquartered group, which established the Hong Kong office in 2006, is pulling...

Alt Investments
30 July 2024

S64 Closes Funding Round With Sumitomo Mitsui Trust Bank Investments

The funding will enable S64 to capitalise on growing demand for alternative investment solutions. ...

Investment Strategies
22 July 2024

Asset Diversification Key In 2024 – St James's Place

Justin Onuekwusi, chief investment officer at UK wealth manager St James’s Place, shares his...

People Moves
4 July 2024

Close Brothers AM Names New Scottish Managing Director

The appointment represents Close Brothers Asset Management’s aim to grow the business organically...

Company Profiles
1 July 2024

Lombard Odier Says Its Stability, Closeness To Clients Will Win In Gulf

We talk to the MENA International head and senior executive officer at the Geneva-headquartered...

Client Affairs
23 May 2024

UK Inflation Drops By Less Than Expected To 2.3 Per Cent – Wealth Managers React

After UK annual headline inflation came in close to its 2 per cent target in April, but still...

Comment & Analysis results for Close

Family Office
30 July 2012

INTERVIEW: Signature - A New Way Of Looking At “New” Wealth

It’s hard to argue with the idea that wealth managers need to stay close to wealth creators....

New Office
17 November 2011

Credit Suisse Closes Taiwan Bank Branch, Shelves Private Bank Plans

Credit Suisse is closing its Taiwan bank branch and has shuttered plans for a Taiwanese private...

Strategy
7 November 2011

Case Study: RBC Wealth Management's New Global Ad Campaign

RBC Wealth Management recently embarked on a multi-year global advertising campaign targeting high...

Family Office
2 August 2011

Freedom From Wealth: New Family Office Rules Will Thwart Legendary Investor - And Others

George Soros has a long track record of seeing things others don’t, and his decision to close his...

White Papers
30 November 2010

Charity Top Spending Priority For Quarter Of HNW Individuals - Barclays Wealth

Barclays Wealth surveyed 2,000 high net worth individuals around the world and found that close to...

Asset Management
23 June 2008

The Signs Are There That Commodities Are About to Turn

With oil prices trading at close to $140 a barrel everybody is wondering if and when oil and other...

Uncategorised
13 September 2007

Switzerland Enters Race to Attract Trust Companies

Following closely the initiative to enhance Switzerland’s position as a centre of excellence for...

Strategy
23 October 2006

Who Will Be This Year's Bonus Winners?

As 2006 draws to a close, targets are reviewed, budgets for the following year set and the bonus...

Offshore
21 June 2006

Guernsey Clamps Down on Abuse in Financial Services Sector

US, English and offshore law firms have worked closely together to bring a landmark receivership...

Strategy
18 September 2002

Swiss private banks overhaul business models to survive, retain clients

Bull markets buoyed Swiss banks for so long that no one thought to take a closer look at the...