09/14/2022
Despite volatile market activity in 2022 leading to overall portfolio decline, the majority of respondents in the annual Family Office Survey remain optimistic and expect portfolio gains in the next twelve months
09/14/2022
With a focus on South Africa, Nigeria and Kenya
09/14/2022
Banks have been competing for wealthy individuals, bolstering their advisory and lending practices to capture more assets on their balance sheet.
09/14/2022
Victor Aerni, head of wealth management in Zurich, explains why the firm continues to recruit and how it approaches millennial clients.
09/14/2022
The bank also announced that it will probably spend more than the promised $5 billion on share buybacks this year - and that it will gradually increase the payouts in the coming years.
09/14/2022
Private equity backing on rise
09/14/2022
With the introduction of these new strategies, the Swiss company says it complements its multi-boutique offering in North America and strengthens its presence in the region with additional solutions for Canadian and American investors.
09/14/2022
US wealth manager LPL Financial has enjoyed an $890m gross profit windfall this year as a result of rising interest rates.
09/14/2022
The Swiss private bank has set up four pillars to help ultra-rich clients planning to set up family offices.
09/14/2022
‘The ETF wrapper is attractive for all types of reasons’
09/14/2022
I sincerely thank and remain humbled by the continued professionalism, commitment, endeavour and agility that our people have shown in managing our clients’ affairs throughout another challenging year.
09/14/2022
Billionaire suing CS Trust for damages tied to banker’s fraud
09/13/2022
In particular, she was keen to emphasise her passion for a truly empathetic and holistic approach to helping private clients and their families curate robust legacy and succession planning with a multi-generational perspective.
09/13/2022
This acknowledgement speaks to their commitment and ability to help clients achieve their goals while navigating a very challenging environment.
09/13/2022
Global wealth and asset management leader walks through different questions firms should be asking themselves
09/13/2022
EFG International today published the invitation to its Extraordinary General Meeting (EGM), which is scheduled to take place on 06 October 2022 with no public attendance.
09/13/2022
Classen was nominated to be chairman after Peter Fanconi unexpectedly announced in July he would step down and depart at the end of October
09/13/2022
Mattoli Woods’ strategic goals are to grow group’s operations towards £300m of revenues, £30bn of total client assets and £100m of EBITDA.
09/13/2022
Royal Bank of Canada's mega deal for Brewin Dolphin has received approval from the Canadian regulator, with the takeover set to complete later this month.
09/13/2022
The fund will be available to financial intermediaries in Switzerland.