09/16/2021
Jersey Finance announce line-up for Private Wealth Conference in London
Jersey Finance has announced a range of expert speakers, who will discuss the issues driving private client decision making and the challenges facing the international wealth management community, at its Annual Private Wealth Conference later this month.
09/16/2021
Going hybrid: The future of wealth management
Digitisation will improve investor experience but human connections remain at the core
09/16/2021
In the past year alone, AUM more than doubled to SGD 10 billion.
09/16/2021
JTC Acquires US Fund Services Business
Nigel Le Quesne, CEO of JTC, said: “We are very pleased to announce the acquisition
09/16/2021
The transaction will help to optimise Julius Baer Group’s capital structure and add flexibility.
09/16/2021
It has a fixed term of five years and aims to get an average investment grade rating and target yield to maturity of 4.7%.
09/15/2021
Connectus is the ideal strategic partner with a strong cultural fit who would preserve the independence of our investment process and provide strategic support.
09/15/2021
The launch of the Wealth Management Connect scheme is important for the region’s development to encourage capital flows and investments among the 11 cities and turn them into an economic powerhouse.
09/15/2021
Dimensional in June became only the second U.S. issuer to pull off a conversion, transforming $29 billion worth of mutual funds into ETFs in an industry record.
09/15/2021
The nervous laughter of the assembled fund professionals echoed at him from the hall.
09/15/2021
Bank says its has applied to the Hong Kong regulators to launch wealth products, some of which will invest in new economy and new energy sectors
09/15/2021
Switzerland is not just a good place to manage wealth.
09/15/2021
The Pictet Thematic Private Equity – Technology fund exceeded its initial target of $300m, signalling demand for private market tech investments.
09/15/2021
TD is one of several banks that is focusing on its own products and ending third-party offerings
09/15/2021
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
09/15/2021
An individual’s ability to determine to whom their assets pass upon their death will depend upon the laws of the relevant jurisdictions and in turn, may have international estate tax implications.
09/14/2021
Syz Posts Slim Profit
The Genevan wealth manager closed out the first half with a meager profit – but some of its problems persist.
09/14/2021
Industry-leading commitment makes education investing more accessible
09/14/2021
Zurich WM gets Finma licence,
Crossinvest Zurich was founded in 2020 when the Crossinvest Group decided to expand into German-speaking Switzerland.
09/14/2021
Geneva wealth manager rebrands
In April, the firm appointed a new COO to lead its digital transformation.