12/18/2020
Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions, the winners are those judged to have excelled in achievement, innovation, expertise and service.
12/18/2020
Guernsey has also been forefront in the development of world-leading green products and services - including launching the world's first green fund regime in 2018.
12/18/2020
Instead, the U.S. bank – which manages $2.6 trillion – was beaten to the punch on buying the mutual fund boutique by hometown rival Morgan Stanley, which manages $1.2 trillion.
12/18/2020
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
12/18/2020
Now is the time to take stock and make sure you’re financially fit for the coming year
12/18/2020
Their motivation will more driven by virus fears, avoiding crowds and increasing crime rates.
12/18/2020
The deal, first announced in September, has achieved regulatory approval.
12/18/2020
The trust offers investors a low real rate of return but the prospect of doing good with their money.
12/17/2020
New Realities in Wealth Management: Growth Amplifies Prior to the Storm
Aite Group estimates total client assets to have reached US$29.1 trillion at the end of Q3 2020, up 3% from 2019.
12/17/2020
Swiss Private Banks Cope With New Shelf Life
The deal marks a new wave in the prevailing merger and acquisition trend in the lucrative business.
12/17/2020
A clear trend emerges from the various transactions over the past 18 months
12/17/2020
Citi has an enormous opportunity to serve the growing affluent segment in Singapore.
12/16/2020
Markets Slowed on Brexit Uncertainty
There was mixed news in the US, as jobs data and COVID-19 case numbers pointed towards the ongoing damage created by the pandemic.
12/16/2020
Citi Registers Record-High Wealth Inflows in APAC
The Asia Pacific wealth market stands out in its scale and growth potential.
12/16/2020
Covid-19 Philanthropy: Spotlight on Major Giving in 2020
The report also discusses why major giving is different from other forms of funding and considers the many benefits it brings to the organizations that harness its potential.
12/16/2020
And Finally…?
A desire for a deal must exist with neither side wanting to be seen to walk away.
12/16/2020
The Swiss economy: How SMEs are responding to the unprecedented crisis
Credit Suisse publishes "Monitor Switzerland" for Q4 2020 focusing on the SME survey
12/16/2020
Citi’s largest wealth hub opened in Singapore
It wants to hire over 330 relationship managers by 2025.
12/16/2020
Using technology to improve the management of investment portfolios- the view from Etops
This creates an ideal environment for flexible multi-bank setups in all reporting and data visualization areas as well as for wealth management platforms.
12/16/2020
Ruth Handcock talks customer service at Octopus Investments
To celebrate, Octopus Investments CEO Ruth Handcock, discusses what these awards mean to her and the company.