01/21/2021
UBP: Net New Money Doubled in Year of Corona
Compared to the previous year, net new money inflows doubled to 8.97 billion francs.
Wealth and Asset Management
01/21/2021
Annual results 2020
These large inflows offset the negative exchange rate effects (CHF 7.3 billion) over the year.
01/21/2021
How overseas operations can help HNWs mitigate tax liabilities
Investors look to European countries for ‘a superior quality of life and a safe haven for assets’
01/21/2021
Mourant Senior Associate wins Gold at Citywealth Magic Circle Awards
Citywealth's flagship Magic Circle Awards, celebrates the world's leading advisors and managers in the wealth industry, acknowledging the achievements of both individuals and companies.
01/21/2021
More opportunities in Asia post-Covid
Investors urged to take a longer-term view to identify businesses that will thrive beyond the pandemic
01/21/2021
Liechtenstein alts boutique partners with AM to launch fund
The Mikro Kapital fund A gives investors exposure to developed and emerging countries along the silk road, a statement released by the firms reads.
01/21/2021
Profile was accredited with 22301 & 14001 ISO certificates
This is a certificate that Profile holds for almost 20 years.
01/20/2021
Compliance at home - The new normal
As we enter the latest lockdown, Newgate is working with clients to ensure their policies, procedures and risk assessments have been updated to take into account these significant changes to working practices.
01/20/2021
Brewin Dolphin to pay out after client hit with £60k tax bill
Brewin Dolphin recommended he invest the £160,000 funds into a Sipp on the basis that Mr B had not contributed to a pension in the past three years and so had built up his annual allowance.
01/20/2021
Blow to Hong Kong as leading US hedge fund Elliott Management exits
Founded in 1977 by the billionaire Paul Singer, the American firm has become one of the most influential and feared hedge funds in the financial world.
01/20/2021
Philanthropy: Fun, Fulfilling And Fundamental
Supporting causes you care about could really brighten up your 2021.
01/19/2021
Glass Half Full
What came next was as surprising as the initial plunge.
01/19/2021
EFG International AG successfully places Additional Tier 1 regulatory capital
The notes include, among other things, a capital trigger of 7% CET1 Ratio and an optional redemption call in year 7, subject to FINMA approval.
01/19/2021
iA Financial launches iA Private Wealth brand
iA Securities and HollisWealth have merged, creating a $40-billion IIROC platform
01/19/2021
Results Rise at Wealth Management Firm
The Bromsgrove business added that its funds under management remained static at £6.2bn.
01/19/2021
Women in Finance Charter
Additionally a Group HR strategy has been developed which includes a central pillar on culture and values to help enhance our diversity and inclusion.
01/19/2021
Wills & Trusts Wealth Management Group selects Multrees
Finally, we have a platform partner that listens to us and understands that the needs of the client must come first.
01/19/2021
VP Bank in Singapore Awarded Best Private Bank
These services are further complemented by VP Bank's fund solutions offerings and IT infrastructure, such as the VP Bank e-bankingPLUS platform.
01/19/2021
Externalising assets - don’t be driven by fear, Reyneke van Wyk
The next couple of years will be crucial in getting South Africa back on track.
01/19/2021
Diary of a Fund Manager
Venturing out into this virus constrained world is difficult and so observing the fire-breaks being put in place to stem transmission and mutation can only be done virtually.