04/28/2020
Having led his team through massive changes in the past decade to become what it is today, Jonathon sees change as an opportunity and therefore encourages his team to face change with a positive perspective
04/28/2020
The Wealth Management Sector has lagged other financial sectors in terms of innovation. That is about to change.
04/28/2020
In addition, the Chinese policy response has been so far muted
04/27/2020
It is pretty clear that many private clients have not only lost money on the exchange – roughly about 20 percent on average – but clients also need their assets to inject into their businesses.
04/27/2020
They're not used to this more integrated model where they can bring things in quickly.
04/27/2020
Bank expects to report quarterly net income of €66m on revenue of €6.4 bn
04/27/2020
SYZ Capital, the boutique private markets investment firm created in 2018 under the leadership of Marc Syz, has broadened its alternatives offering to create a leading proposition and centre of innovation for both liquid and illiquid strategies.
04/27/2020
He is survived by his wife, Adriana Bodmer and their two children as well as four children from two previous marriages.
04/27/2020
This successful fundraise is another illustration of the growing demand for impact investing strategies from a range of investors.
04/27/2020
Due to the very good capital and liquidity situation with an equity ratio well above the legal minimum requirements and the solid business policy, VP Bank is well-positioned to successfully master the challenges ahead.’
04/27/2020
Crazy phenomena like negative oil prices will keep popping up over the coming months warns our chief investment officer Julian Chillingworth. Investors will ignore most of it, but when they do panic, stocks could return to their March lows.
04/24/2020
Customers of Citi’s private bank, where the minimum account size is $25m, didn’t have to use an online portal to apply for a loan.
04/24/2020
The market rebound continued in the first quarter, but coronavirus brought everything to a standstill.
04/24/2020
The portfolio manager for the multi-asset institutional team in Zurich will be responsible for implementing investment decisions within funds and mandates
04/24/2020
Now Campden has responded to demand and will launch a limited showcase for a number of funds to provide updates and opportunities for investors.
04/23/2020
While private banks are often accused of being secretive, there has been some cultural shift in recent years.
04/23/2020
Pretax profit rose 13% but, excluding the gains on the fund platform and major provisions for litigation, it fell 11%.
04/23/2020
Four members of the Cavendish senior fund management team will transfer to Stonehage Fleming and continue to manage these funds.
04/22/2020
Chris Read, group chief executive at Dunstan Thomas, explains: “Platform Action brings a terrific combination of top flight strategic IT expertise as well as broad delivery capability and very deep platform domain expertise.
04/22/2020
Move follows a loss of more than 20% in March by SkyBridge’s flagship fund