05/27/2021
JPMorgan’s $1 Billion Brother-Sister Team Leaves to Start Own Wealth Firm
The siblings, who have worked together for six years, first at Credit Suisse Group AG’s private-banking group and then at JPMorgan Securities’s Chicago office, often invest together on private deals.
05/27/2021
The firm has four directors, Simon Knighton, Mark Houldey, Andrew Rastrick and David Hindle.
05/27/2021
The Geneva-based company, which has been existing in its current form since 1 January, has over CHF 600m in assets under management, as AGEFI first reported.
05/27/2021
Jersey is also home to a number of global and institutional investment houses as well as several boutique service providers.
05/27/2021
Guernsey is renowned for its stability, which is important for investors who want to take advantage of the island’s attractive tax regime and trust opportunities.
05/27/2021
Our transformation and restructuring programme has resulted in continued operational efficiencies and productivity so we are coming out of the pandemic strategically and operationally stronger.
05/26/2021
Courtney is a Managing Director at UBS and she and her team serve the diverse and dynamic needs of high-net-worth individuals, families, foundations, and businesses.
05/26/2021
The establishment of an office in Singapore, together with [Bong's] appointment, represents an important strategic step for the firm,» said GAM’s group CEO Peter Sanderson.
05/26/2021
Credit Suisse had taken steps against Guptas companies in recent weeks and demanded that some be liquidated in the hope that it would be able to repay its fund clients. GFG still owes Credit Suisse $5.2 billion.
05/26/2021
Maven is an owner-led business comprising 12 partners, with a regionally based team of 91 investment executives and support professionals.
05/26/2021
Nearly half (46%) of the financial advisers questioned said that new variants and failure to have a consistent global rollout of the vaccine would increase volatility in stock markets.
05/26/2021
According to Roman Catholic theology, the seven deadly sins are the primary feelings or behaviors that inspire further sin.
05/26/2021
Money manager St James’s Place said inflows this year had surged as government spending and the vaccine rollout drove positive investor sentiment.
05/26/2021
Interestingly it’s mothers who are more likely to consider sustainable investment options for their family (62 per cent), whereas fathers place less value on investing sustainably (50 per cent).
05/26/2021
Adjusted earnings were C$3.13 a share, beating consensus estimates of $2.75 according to analysts polled by FactSet.
05/25/2021
The list is based on votes cast by close to 20,000 professionals in the captive insurance industry, with entrants from around the world, representing the best of the best of the captive industry.
05/25/2021
Firm believes ‘there are opportunities’ in the market
05/25/2021
It is testament to the great work that my team and everyone at Oak has achieved over the last year
05/25/2021
Global investment trends that matter for your portfolio
05/25/2021
After raising all the ‘ifs’ and ‘whens’ of radical uncertainty, you will probably have little faith in forecasts.