04/06/2021

FNZ Launches New US Wealth Management Venture

FNZ and State Street are collaborating on FNZ Trust Company, a new wealth manager servicing venture, with a majority stake acquired by FNZ in State Street’s Wealth Manager Services business and a minority interest retained by State Street.

04/01/2021

The focus of the IRS global high-wealth group

The IRS recognizes that these notable shifts are occurring in conjunction with a greater concentration of wealth in fewer individuals and families, particularly those who are both globally mobile and savvy cross-border investors.

04/01/2021

S.P. Hinduja Banque Privée Adds Two New ESG-Compliant Funds

The Climate Action Portfolio focuses on stocks that are part of the global battle against climate change. Its stocks focus on alternative energy, energy efficiency, sustainable mobility, "green" real estate, and sustainable water.

04/01/2021

Last Chance for Credit Suisse

The disaster pile-up by Credit Suisse causing billions in losses leads to a single conclusion: the Swiss bank needs a major strategy overhaul under new oversight.