11/02/2020
Crestone Wealth Management revenue up 12%
Crestone intends to continue to increase its investment in growth during FY21 to take advantage of the opportunities presented by ongoing market disruption in the broader wealth management industry.
11/02/2020
Captives are self-insurance vehicles which are strategic risk management tools utilised by many corporations around the world.
11/02/2020
UBS chief retires from banking in pandemic drift
Now he's not sure lenders will be able to endure another economic downturn, especially in Europe where they remain "quite vulnerable" to the low interest rate and growth environment.
11/02/2020
UBS and Private Equity Firm Team for Wealth Offering
The offering is aimed at clients with at least 100,000 Swiss francs ($110,000) to invest in unlisted instruments.
11/02/2020
This latest client win further demonstrates the success of Apex’s single-source solution and its capabilities to support clients, including established managers such as Keel Capital who are seeking an improved service from their provider.
11/02/2020
How regulations changed our role: EFG Bank private banker
Strippoli also talked about the banking secrecy era and how Swiss banks now have to compete with banks from all over the world.
11/02/2020
The world has never seen this much wealth created in just one year,” Hoogewerf said in a statement on Tuesday.
11/02/2020
As the US heads into an election with wide-ranging consequences and Europe goes back into lockdown, China is setting out its path to growth for the years ahead.
11/02/2020
The acquisition, which was announced on 1 July 2020
11/02/2020
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
11/01/2020
Clients decided more on an allocation, style and manager than on a specific provider.
10/30/2020
Wealth Manager Top 100 2020: The final 25 leaders
We conclude our alphabetical list with numbers 76-100 in our annual study into the UK's top fund selectors.
10/30/2020
Lombard Odier’s CEO for Asia on the Importance of Focus and Consistency
Lombard Odier today has two value propositions in the region: the high net worth family services practice, and investment services.
10/30/2020
M&A reorders asset management industry’s top echelons
Number of firms with US$1 trillion-plus AUM expected to increase
10/30/2020
Julius Baer Plans China Wealth Venture
China is a key market for Julius Baer, which in Asia is overseen by wealth veteran Jimmy Lee.
10/30/2020
VP Bank's Paul Arni: «We Want to Expand Our Regional Network»
The bank has bulked up in Asia considerably recently, upgrading its Singapore branch to a wholesale bank in 2018 as part of its expansion bid in the region.
10/30/2020
Coutts and Adam & Company Q3 2020 Results
The outbreak of Covid-19 and the ongoing pandemic, as well as the low interest rate environment we are currently operating in, has without question impacted our broader financial performance - as demonstrated by the £20m higher credit impairment fig
10/30/2020
UBS and Partners Group launch private markets offer worth up to CHF 3bn
The new solution will target an annual investment capacity of $1bn-3bn (CHF 920m-CHF 2.6bn).
10/30/2020
Lloyd’s of London underwriting for private clients
Any distributions of profit from a NameCo will be taxed as dividend income in the hands of the shareholder.
10/29/2020
Citi wins Best in Asset Servicing Award
In virtual awards ceremony, the bank is recognized for being an all-around asset service provider with optimal balance of geographical footprint and depth of services