05/03/2022
“An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative.” - Benjamin Graham.
05/03/2022
The core efficiency ratio1 for the first quarter of 2022 was 63.7% compared with 64.7% in the previous quarter and 64.8% for the first quarter of 2021.
05/03/2022
Last week, Ping An – HSBC’s largest shareholder with 9.3 percent ownership – reportedly approached the bank's board of directors in private about spinning off its Asia business for a separate listing in Hong Kong.
05/03/2022
Nedgroup Trust has a 70 strong team of staff across the Channel Islands, with 50 of those based in Guernsey.
05/03/2022
The latest Perspective from Ruth Lea CBE, Economic Adviser to Arbuthnot Banking Group.
05/03/2022
As a result, the current Cantonal Bank Act remains in force. The canton retains its majority stake and the state guarantee continues to apply. The bank also retains its legal form as a special-law stock corporation.
05/03/2022
Online car distribution will unlock material value. We identify 10 potential beneficiaries, based on our global auto profit pool model and UBS Evidence Lab data.
05/03/2022
Bruce led the Fiduciary Legal unit to provide fiduciary and risk related legal advice
05/03/2022
Recently acquired Majedie Asset Management to leverage Eze Investment Suite
05/03/2022
In all cases, the donor must work through a dedicated public or private non-profit organisation.
05/03/2022
Many firms will be getting back to their strategic plans and vision now that tax season is over.
05/02/2022
Beyond these core services asset managers will specialise in everything from yachts and jets to watches and fashion.
05/02/2022
This massive transformation of our environment has had an impact on customers' requirements.
05/02/2022
Bankers stressed, however, that while the mood has changed in Asia at least for the next few quarters, the global wealth managers still saw Asia as their best growth opportunity.
05/02/2022
In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.
05/02/2022
With earnings season in full flow, businesses are already beginning to sound cautious regarding their investment plans.
04/30/2022
They want their investments to reflect their values and achieve goals besides “only” earning a return.
04/30/2022
The banker and his peers declined to be named as they were not authorised by their organisations to speak to the media.
04/30/2022
This upgrade has an extension also providing the ability to link and unlink client portfolios to specific models, the firm said.
04/29/2022
Selected by a panel of independent judges, SIS was recognised for its standout range of model portfolios.