12/14/2023
Supporting many of the world’s leading families and wealth creators across generations and geographies
Sportspeople benefit from holistic family office approach
Comment & Analysis
12/14/2023
Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up.
12/14/2023
Is there a value opportunity in wealth managers?
The Analyst: Robin Hardy assesses the value opportunity for investors in wealth management and platforms
12/13/2023
Waystone goes live with Milestone Group’s oversight platform
The new platform acts as a comprehensive NAV oversight and validation tool across Waystone Management UK’s portfolio of ACD clients
12/13/2023
Churchill Asset Management Named A Best Place to Work in Money Management for the Third Consecutive Year by Pensions & Investments
Churchill employee responses highlighted the firm’s highly inclusive culture, learning and development programs, empowering management team and volunteer opportunities, among other strengths.
12/13/2023
HSBC looks to mergers to expand footprint, serve wealthy customers in Asia, bank chief says
The lender’s Asia-Pacific head said its acquisitions, including that of Citigroup’s unit, signal HSBC expansion’s in wealth management, family businesses
12/13/2023
Where the quality of life is even higher than in Zurich
The city is known for its rich history, impressive architecture and lively cultural scene, writes Mercer.
12/12/2023
Abu Dhabi World's Newest Tax Haven for Billionaires
The availability of visas and passports is also convincing some HNW individuals to take advantage of the eligibility for long-term residency.
12/12/2023
UBS Real Estate Costs Jump After CS Takeover
The British business newspaper makes reference to a report submitted on Friday to the US Securities and Exchange Commission.
12/11/2023
Hermes creates Europe’s biggest family fortune after spurning LVMH
Arnault told Puech, the family patriarch at rival Hermes, that his company had amassed shares in the maker of the iconic Kelly and Birkin bags.
12/11/2023
Apollo Adds ELTIF to Wealth Product Platform Following CSSF Regulatory Approval
Apollo Clean Transition Equity ELTIF to provide European investors greater access to clean transition investments across private markets
12/11/2023
Where bankers can find the largest selection of electric cars and charging stations
The number of electric vehicles on Swiss roads is increasing every year.
12/11/2023
VT5 publishes results of the successful offering and announces final details on agenda items for today's extraordinary shareholders meeting
VT5 received support from existing and new shareholders which fully subscribed the offered shares in a bookbuilding process.
12/11/2023
Billionaires accumulate more wealth through inheritance than entrepreneurship for first time
The report surveyed, for the second time, UBS billionaire clients around the world on the unique challenges and opportunities they face as stewards of great wealth.
12/08/2023
Global wealth management investment survey 2023
This year’s study illustrates how wealth managers globally remain dedicated to delivering excellent client service.
12/07/2023
Tracing Wealth in the BVI in Aid of Arbitration: Unravelling the Breach of Fiduciary Duties
A good starting point if the assets have disappeared is to first to investigate the affairs of the possible rogue fiduciary and other closely connected persons.
12/07/2023
Ten Investment Convictions for 2024
The historical evidence argues against ruling out a recession, but we do not expect to see a severe US downturn this time.
12/07/2023
The Bahamas: A Global Leader In Financial & Trust Services, and Digital Assets
The Bahamas has become one of the most established trust jurisdictions from a legislative and depth of bench of trust professionals worldwide
12/07/2023
How to future-proof your family office
Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.
12/07/2023
Swiss 10 Million Population Milestone is Rocket Fuel for Real Estate
Before now, strong growth in the population was always backed by a great deal of construction activity.