08/02/2016
Robo-advice offers algorithm-based investment suggestions and options to customers based on a questionnaire that they complete, and large institutions have been looking at how they can provide this as a service to clients.
08/02/2016
She and her team of highly experienced art handlers work extensively on private estates, yachts, corporate offices, museums, galleries, and major art fairs.
08/02/2016
As philanthropy is increasingly regarded by family businesses as a form of social investment
08/02/2016
The first half of 2016 has been transformative for Bordier & Cie in many ways.
08/01/2016
‘A Room without books is like a body without a soul’ Marcus Tullius Cicero
08/01/2016
It has been like watching a virus spread or a creeping infestation, and now it has finally reached our shores in the UK. No…it is not the bubonic plague…
08/01/2016
UK asset managers pledge to pay for visas for EU employees based in London
08/01/2016
The growth of assets under management is likely to fall behind what wealth managers collectively assume in their business cases
08/01/2016
The lender and its peers are struggling against a South African economy heading toward a recession and a potential credit-rating downgrade of the country’s debt to junk by the end of the year.
08/01/2016
The more diversified the investment portfolio, encompassing a global focus, the greater the reduction of risk.
08/01/2016
And if you believe that the fundamentals are good, it’s not without risk, but there is a lot of money to be made.
08/01/2016
Credit Suisse uses a salary and bonus model in its private banking and wealth operations.
08/01/2016
Swiss investment bank UBS advised AMP on its Axa transaction six years ago.
08/01/2016
The fundamental shifts faced by wealth managers can be best described as two revolutions, one loud and the other quiet.
08/01/2016
Individuals in the affluent segment are third in rank in the hierarchy of wealth holders.
08/01/2016
Former Barclays executive launches family office
New wealth manager Saranac boasts host of executives from world’s financial giants
08/01/2016
He joined European Wealth as part of the acquisition of Aventus in 2011.
08/01/2016
The research showed that 78 per cent of consumers with investments log into their social media profiles on a daily basis
08/01/2016
There were 124 M&A deals between wealth management firms in 2015, a fresh high during the eight years of tracking by Scorpio Partnership.
08/01/2016
The company attributes the increase in profit at Wealth Management Americas’ division to lower operating expenses and record net interest.