05/27/2020

Sanctuary Wealth Receives PPP Loan

The Indianapolis-based firm with about $9 billion in assets under advisement intends to use the loan primarily to "maintain headcount and compensation," according to a new Form ADV.

05/27/2020

How to get the best price for your wealth firm

Patrick Isaacs, chief executive officer at M&A consultancy Capital and Trust, gives tips to sellers and buyers as the coronavirus crash is set to accelerate consolidation in the industry

05/25/2020

Swiss Banks Eye Up Return to Offices

Credit Suisse’s plan to redeploy staff back to bank offices is more aggressive than UBS' – but also includes free tests to detect the coronavirus antibody.

05/22/2020

BEA Refreshes SupremeGold Service

This step is the first of many in our pursuit of enhancing our support for customers and their finances – not only in Hong Kong but overseas.

05/22/2020

Close Brothers - Trading Update

Close Brothers has entered this period of economic uncertainty with a strong capital and liquidity position and is prudently funded.