Bradley Birkenfeld, the former UBS employee who helped bring down Swiss banking secrecy, has explained to Swiss public television SRF why he blew the whistle on the bank’s tax evasion violations in the United States.
The group has seen consistent, record growth, with its last fiscal year (2014) showing a 19 percent increase in Tech Wealth Management's investment assets under management compared to the previous year
Some advisers might think, “Sure, ‘robo advisers’ can take customers money and invest it. But they can’t really know those customers well enough to be true fiduciaries.”
Lightyear Capital LLC, a private equity firm specializing in financial services investing, announced that an affiliated investment fund has signed a definitive agreement to purchase a majority equity stake in Wealth Enhancement Group
Qatar Investment Authority, the Gulf state’s sovereign wealth fund, is setting up an office in New York as it scouts for deals in the U.S., according to the country’s state news agency.