11/16/2020
Trusts and foundations are particularly appropriate because they can implement clear guidance from the original wealth-holders about how they want their capital invested through defined purposes or objects.
11/13/2020
On the lending side, borrower relationships are key with new names entering the creditor space, alongside an increase in alternative lender activity.
11/13/2020
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
Winners will be announced at the Funds Europe virtual awards ceremony later this month.
11/12/2020
DBS Private Bank sees strong demand for family-office services
The family offices that DBS PB has helped to establish have on average assets of around US$150 million.
11/12/2020
Swiss wealth manager's key shareholder is handing over to the third generation
EFG today also provides an update on its financial performance and announces changes to its Board of Directors.
11/12/2020
The contemporary corporate workspace designed with sustainability in mind has an expansive client reception area with seven meeting rooms and three boardrooms with state-of-the-art facilities and excellent infrastructure
11/12/2020
Achieving these two standards is considered a high benchmark for the industry, with only 24 out of more than 5,500 financial advisory firms in the UK achieving both.
11/12/2020
Together, our mission is to enable clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.
11/12/2020
Cidel wins “Digital lnnovator of the Year” Award
It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.
11/12/2020
Why are wealth managers looking to the Channel Islands in these tumultuous times?
The country has established a reputation as a leading investment and wealth management hub, backed by a transparent judicial system and stable political system.
11/12/2020
Alongside a directory of 676 solution providers, the report features 20 informative articles and interviews and more than 30 featured solution provider profiles.
11/12/2020
Both funds are managed by veteran European equities investor Matthias Born, who has grown assets under management (AUM) in these strategies to over EUR538 million (GBP461 million) and EUR111 million (GBP103 million) respectively.
11/12/2020
Aqua WM runs $1 billion in assets for clients in Brazil, Argentina, Uruguay and Paraguay.
11/11/2020
As a result, 32 members of Westpac NZ’s wealth advisory and operations team will join Forsyth Barr.
11/11/2020
Changes to EFG’s Executive Committee
As part of the long-term succession planning, John S. Latsis will take over the role as principal representative of the majority shareholder.
11/11/2020
Consolidation is needed and will happen," he told a Bloomberg financial conference.
11/11/2020
Swiss private bank opens German branch to boost AM presence
Up until now, the firm had been serving German clients from Zurich, but having a local office will help boost the institutional client business, according to a statement released by UBP.
11/11/2020
In the most recent deals, buyers are showing never-before-seen levels of deference to targets.
11/11/2020
This is leading to a widening gap between the digital ‘haves’ and ‘have nots’ – a gap that has been exposed by the pressures of Covid-19.