The Institute for Private Investors has released the results of an investment tracking survey that says commodities, real estate and private equity are the top investment choices among ultra high net worth families in 2012.
The former chief investment officer of Adam & Co, a division of part-nationalised Royal Bank of Scotland, has spearheaded the “softly-softly” business launch
Key factors included bank performance, financial ratios, variety and clarity of products and services as well as Corporate Governance, among other factors.
With the fast development of this industry, Muslim High Net Worth Individuals (HNWIs) are increasingly expecting Shariah compliance in managing their wealth, making Islamic wealth management solutions a key market need.
Julius Baer is interested in the acquisition because of the unit’s strong presence in Asia and Latin America, Collardi said, according to the newspaper.
The United Arab Emirates’ second-biggest bank’s Geneva- based unit oversees about 2 billion francs after it started in 2007 to provide wealth-management services for international clients with at least 10 million francs of investable assets, T
This is particularly evident in the UK and other similar jurisdictions which host a significant number of financial services firms, many of them private banks and wealth managers serving retail, affluent and high net worth individuals.