11/23/2022
Wealth planning is all about knowing your client
Wealth planning for HNWI requires both local expertise and a broader knowledge of taxation regimes in specific countries as well as across international and EU jurisdictions.
Wealth and Asset Management
11/23/2022
Middle East now a core part of UBP’s business
The management of this wealth is split between Geneva and Dubai, so it is a business of significant scale
11/23/2022
Credit Suisse provides market with updated outlook for the fourth quarter of 2022
These decisive measures are expected to result in a radical restructuring of the Investment Bank, an accelerated cost transformation, and strengthened and reallocated capital, each of which are progressing at pace.
11/23/2022
Lombard Odier backs early tech recovery
The Swiss bank sees opportunities in equipment suppliers with large backlogs, semiconductor makers and firms exposed to electrification and connectivity trends.
11/23/2022
What are the exit opportunities for wealth managers?
If you're looking for a change, this field sets you up for many other options
11/23/2022
Credit Suisse Investment Outlook 2023: Fixed income assets provide investment opportunities in a new world order
Against this backdrop, fixed income assets are likely to offer attractive opportunities for investors, while equity performance is seen staying muted, at least in the first half of the year.
11/23/2022
Investment platform helps new wealth firm to £500m AUM
Luna Investment Management (Luna) first signed with Third Financial on a short-term basis in April 2020 and has now committed to a further five years of partnership.
11/23/2022
Portfolio Commentary
The result season also concluded recently, and the earnings were a tad below expectations.
11/23/2022
Santander Wealth Management & Insurance: “We expect inflation to peak in Q1 and spark market recovery”
Santander Wealth Management & Insurance also advises a cautious approach for equities, until earnings' review are completed
11/22/2022
Group promotes Bermuda for private wealth business
Michael Neff, Butterfield’s managing director of Bermuda and International Wealth, welcomed delegates to the three-day forum of panel discussions, roundtables and workshops.
11/22/2022
Raiffeisen searches for quant PM in Zurich
The candidate would help to manage index-linked funds, supporting the lead managers.
11/22/2022
Deutsche Bank Targets Asia, Middle East for Wealth Ambitions
De Sanctis highlights Saudi Arabia, Indonesia as key markets
11/22/2022
Jeff Grinspoon of VWG Wealth Management, A Hightower Advisory Business, Wins 'Male Ally' Award from Savvy Ladies
The award recognizes men in the financial industry who go above and beyond to support their female colleagues
11/22/2022
UBS advisor David W. Ellis III named to the Forbes America’s Top 250 Wealth Advisors list
With more than 30 years of experience in financial services, David and his team, the Ellis Group, provide asset management and wealth management services for individuals, families and organizations.
11/22/2022
Private Banking Hitting the Cost Brakes as Assets Decline
The decline in assets reported by flagship Swiss private banks is considerable.
11/22/2022
Bankers Association: Full speed ahead after FTX crash
The Swiss Bankers Association sees the collapse of the FTX crypto exchange as an opportunity for the local financial center.
11/22/2022
Latest News from Tatton Investment Management: Plugging the holes
But while this Autumn Statement was intended to allay concerns of both capital markets and voters, the wider public was more focused on tax increases.
11/22/2022
Quilter’s WealthSelect MPS passes £10bn in AUM
Earlier this year, Quilter significantly expanded WealthSelect with the number of portfolios on offer increasing from 16 to 56, alongside a range of advice tools, creating the most comprehensive managed portfolio solution suite in the UK.
11/22/2022
Tatton Asset Management 1H Pretax Profit Rose on Record Inflows, Lifts Dividend
Revenue rose to GBP15.9 million from GBP13.8 million.
11/22/2022
Schroders Solutions client secures c£400 million buy-in
This was the culmination of Schroders Solutions’ 15-year relationship with the Scheme, where robust investment strategy advice and swift implementation has been combined with a collaborative working relationship with its other advisors to deliver th