09/25/2019
WeekWatch by ST. James Place
When that power is exerted by committee, however, it can be tamed somewhat by division.
Wealth and Asset Management
09/25/2019
Chasing wealth managers is a risky business
Private banks are fighting to advise billionaires who want a lot for their money
09/25/2019
Trusts v foundations in wealth planning by Saffery Champness
Conversely, foundations are separate legal entities incorporated on the instructions of a founder.
09/25/2019
London named most dynamic city in Europe
A city’s attractiveness for long-term real estate investment is fundamentally linked to whether people are inspired to live, work and play there.
09/25/2019
J. Safra Sarasin Group opens an office in the Netherlands
Strengthened by the new team members and local presence, the Bank is now even better equipped to serve its clients in this strategically important market.
09/25/2019
Goldman Sachs' Swiss Attack
The New York-based bank is making waves in the alpine nation: quadrupling staff in Geneva, upgrading n Zurich, poaching from Lombard Odier
09/25/2019
Bern-based bank to strengthen private clients arm amid reshuffle
The bank will also reinforce the department dedicated to retail clients.
09/24/2019
Swiss Bitcoin Bank UBS Credit Suisse Interest Clearly Picked-up'
As reported, Sygnum was recently issued a conditional Swiss banking and securities dealer license and now aims to become a fully regulated bank so as to provide a full suite of financial services, including crypto custody and fiat-crypto conversions.
09/24/2019
Ascot Lloyd complete double acquisition
QS Financial, based in Bromsgrove, brings over £65m of additional funds under management into the Group and complements Ascot Lloyd’s strength in the West Midlands region, further building on the recent acquisition of Newell Palmer.
09/24/2019
Global Wealth Management Platform Market 2019
Complete Research Study On The Market With Current And Future Market Trends Till 2028
09/24/2019
Julius Baer's European Build-Out And Its UK Ambitions
At Julius Baer International Ltd, the business operating in the UK and Ireland, the combination of hires, expanding offices and other development has cost a considerable sum, putting the bank’s results into the red – at least in the short term
09/24/2019
The Extraordinary Collection - Coutts
The exhibition is up all this week, until Friday 27th September.
09/24/2019
Mifid rule forces Brewin boss to work Christmas Day
The controversial Mifid depreciation rule requires those with discretionary permissions to write to every client by the end of the following business day whose portfolio has dropped by 10 per cent or more from the beginning of the last reporting period.
09/23/2019
Peter Wuffli: «Why Reinvent the Past?»
The 61-year-old spent the last ten years dividing his time between a board mandate at Partners Group, a Zug-based alternative asset manager, and Elea, a foundation he and his wife set up in 2006.
09/23/2019
National wealth of Cyprus on the rise
The country’s national wealth, the Gross Domestic Product, is gradually but steadily rising from the very low of €16.43 billion recorded in 2013.
09/23/2019
The gradual disruption of the wealth management industry
I’m sure that with a bit more effort I could provide you with a little more detail.
09/23/2019
Sanlam UK completes acquisition
The amount paid for Thesis is undisclosed.
09/23/2019
Geneva WM takes stake in structured products firm
Synergies between companies in our field are common – this combination will allow us to offer our customers a more competitive proposition with the most integrated value chain possible.
09/23/2019
Private banks take biggest hit to profits since credit crunch
Industry profit fell 8% to £13.5 billion last year as it is warned it needs ‘fundamental transformation’ in order to survive
09/23/2019
People want sustainable investments so why aren't they doing it?
GenX-ers are also more likely to say they their individual investments could have a direct impact in contributing to a more sustainable world (64%) compared to millennials (60%) and baby-boomers (57%).