07/15/2022
Carey Olsen Bermuda's trusts and private wealth practice is described as 'a top firm for complex and sophisticated matters' and praised for its 'strong private client team that is able to handle complex matters'.
07/15/2022
Titus Wealth is said to manage over $776m in client assets, of which $202m are brokerage assets supervised by LPL Financial, a separate unit from Wealth Enhancement Group.
07/15/2022
Net income in the unit was 6% lower in the second quarter compared to the first quarter and the same quarter last year.
07/15/2022
Chambers High Net Worth ranks the top lawyers and law firms for international private wealth
07/15/2022
The name Atomos, which means “indivisible” in ancient Greek, was chosen to represent a strong internal culture of collaboration, inclusivity and diverse perspectives.
07/15/2022
Ogier is "the go-to firm on the island for Jersey private client expertise", with James Campbell, Josephine Howe and Katherine Neal all being marked out as notable practitioners.
07/15/2022
The falling markets and strengthening dollar had a clear negative impact on Blackrock's assets under management.
07/15/2022
Banks that barely looked beyond the top-tier clients may be particularly hard hit as increasing numbers of those clients come under international sanctions.
07/15/2022
The Swiss bank had recently indicated that results in the second quarter of 2022 could be affected by customer withdrawals.
07/14/2022
Chase Buchanan, the international private wealth management company has further expanded local presence with a new office in Javea, Spain supporting the growing demand from UK nationals living abroad.
07/14/2022
To date, PCO has deployed approximately half of the Fund which will have in excess of USD 3 billion of deployable capital including leverage.
07/14/2022
NAB’s customer insights highlight that investors are increasingly looking for better value and guidance along their investment journey.
07/14/2022
This acquisition reinforces Apex Group’s mission to disrupt the industry through delivering frictionless, innovative and digital solutions into the asset management space.
07/14/2022
Coloma joined Stifel in June last year as a branch manager and has been working on setting up its international wealth management business since his arrival
07/14/2022
Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.
07/14/2022
Deutsche Bank has partnered with wealthtech Abbove to utilise its wealth planning platform for clients in Belgium.
07/14/2022
Analysts at Equity Development said it was impressive that the investment manager saw net inflows in Q3 and Q4, during periods of sharp market falls which normally coincide with net outflows for investment managers.
07/14/2022
As a result of its monetary policy, the SNB's balance sheet expanded massively, and the income from the reinvested funds grew plentifully.
07/14/2022
The result is a growing business and product range attracting more new wealthy clients.
07/14/2022
A successful move into the market would see Barclays join a string of other Western financial firms who have started or are in the process of launching operations in China’s lucrative $4.3tn bank-dominated asset management market.