Compliance
1 July 2014

Game Over For US Expats Cheating Uncle Sam On Tax: FATCA Comes Into Force Today

American tax evaders living abroad will no longer have a place to hide as the US government rolls...

People Moves
19 June 2014

Another Former Regulator Goes Private

In another example of a former regulator turning “poacher” after being “gamekeeper”, UK...

People Moves
5 June 2014

GAM Expands Its Regional Sales Team

Investment manager GAM has appointed Sean Cooney as a client manager in its UK regional...

Market Research
4 June 2014

Millionaires Are “Gambling” Not Investing Their Wealth, Says deVere Head

Financial advisor deVere Group says that some wealthy peoples investment plans are so bad that they...

New Products
16 May 2014

Educating Agents On HNW Needs: Chubb Launches Course In US For Insurers

The Chubb Group of Insurance Companies has stepped up its game in the high net worth segment in the...

M and A
6 May 2014

Vontobel Raises Its Game In Multi-Issuer Platform Market

Vontobel, the Swiss private bank that operates in a number of markets, including Asia, announced...

Reports
15 April 2014

AuM Slips Slightly At GAM Holdings

GAM Holdings, the Zurich-listed firm catering to clients such as high net worth individuals, said...

Investment Strategies
10 April 2014

FUND VIEWS: Seeking Strong Returns With A Bit Of Help From UFOs

Managers at Swiss & Global and GAM set out views on what they see as "unusual fund opportunities"...

Technology
24 March 2014

INTERVIEW: Citi Private Bank Raises Mobile Banking Game With Stress-Tester, "Digital Vault"

One of the stronger financial sector trends in recent times has been that of the “mobile...

Technology
18 March 2014

BREAKFAST BRIEFING: Advisors Must Embrace Technology In The Right Ways

The wealth management industry must step up its technological game to ensure fully-satisfied...