08/27/2018
Boutique manager Lipman Burgon warns on adviser exodus
The firm came out of Investec's private bank in 2011.
08/27/2018
The firm came out of Investec's private bank in 2011.
08/27/2018
The interest rate environment will impact the life insurance market, he explained, as many clients are using premium financing as their funding method.
08/27/2018
The benchmark index of Sanctum Global Allocator will be 75 percent MSCI Development and 25 percent MSCI Emerging Markets.
08/27/2018
In 2018, CreditEase Wealth Management expanded the European market and branches, and obtained corresponding licenses in the local markets.
08/27/2018
The business is said to have grown to around $325m in assets under management.
08/24/2018
The tumultuous episode has seen the number of private banks in Switzerland fall from 163 in 2010 to the current number of 107.
08/24/2018
The Salford-based company specialises in protecting the financial assets of vulnerable people
08/23/2018
China’s wealthiest individuals collectively control $5.8 trillion, according to an estimate by Capgemini.
08/23/2018
‘We’re excited to welcome this group and are confident they will further strengthen our proposition in the region.’
08/23/2018
Boutique manager replaced on sub-advised funds totalling more than £750m
08/23/2018
These individual leaders all have multiple decades of experience as financial advisors or working directly with RIA firms to support business growth.
08/23/2018
The international wealth management unit manages 370 billion francs in private banking assets.
08/23/2018
As many Asian territories continue to drive global economic growth, this wealth creation is expanding the number of high net worth individuals in need of private banking services
08/23/2018
The equity fund carries a management fee of 75 basis points, while the fixed income fund carries a 15 basis point fee.
08/23/2018
They are eager to learn about creative investment solutions with guaranteed returns, for instance in real estate or private equity.
08/23/2018
The spokeswoman declined to comment on which roles or individuals would be involved.
08/23/2018
On the liabilities side, customer deposits grew 2%, or CHF 519m, to CHF 31.0bn
08/23/2018
The growth of general and administrative as well as personnel expenses reflects the investments we have made in our StepUp2020 strategy.
08/23/2018
These negotiations will have focused on older staff being laid off.
08/23/2018
These results were recorded just after Finma concluded its investigation into Raiffeisen Switzerland