02/11/2022
The firm oversees more than $1bn in assets on behalf of private households, as well as 401(k) retirement plans for professional service organisations, including accounting and law firms.
02/11/2022
Many of the strategies in the range own passive funds, a type of product not offered by Schroders.
02/10/2022
Aurélien Michaud talks about how the bank started investing in crypto.
02/10/2022
Avoiding common misconceptions in wealth management
And should RIAs be looking at DC plans?
02/10/2022
After winning the 2021 Spear’s Wealth Management Award for Philanthropist of the Year, Lord Verjee of the Rumi Foundation discusses the importance of giving back
02/10/2022
The London-headquartered bank will hire more prime brokerage staff and invest in technology to enable competition with established rivals.
02/10/2022
Although Schwan was key to bringing Antonio Horta-Osório on to the board, just nine months later he was one of the main forces pushing for Horta-Osório's removal, the newspaper writes, citing people with knowledge of the matter.
02/10/2022
It is the kind of thing that couldn’t have happened before Zoom, and likely wouldn’t have happened until Covid hit and accelerated the adoption of video calling services.
02/10/2022
We intend to continue to operate Credit Suisse Group with a stronger capital base and a CET1 ratio of at least 14%.
02/10/2022
J.P. Morgan named ‘Best Private Bank’
For over 150 years we have been perfecting our approach and we’re so happy that our clients
02/10/2022
As well as winning Best Private Bank Overall, the local branch also won awards for its interactions with High net worth and Ultra high net worth Clients.
02/10/2022
A joint venture between London-based family office advisory firm Delfin and a division of asset management firm Tantallon Capital Advisers aims to serve the world’s wealthiest families in Singapore and London
02/10/2022
Luxembourg has been able to build a unique ecosystem for the banking industry
02/10/2022
"For over a decade, CAIS has worked closely with Focus partner firms and understands their alternative investments needs."
02/10/2022
It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
02/10/2022
In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.
02/10/2022
The firm's latest financial results show a surge in global wealth management inflows
02/10/2022
Financial advisors liken it to pre-marital counseling.
02/09/2022
As of December, the bank appointed Jonathan Chan as head of the new lab and he has since led a multi-discipline team with innovation and entrepreneurial backgrounds.
02/09/2022
The cited documents include an internal Softbank memo and a letter to the Swiss bank’s lawyers.