09/03/2018
Unfortunately, in the industry that we are operating in today, the “relationship managers” are incentivized on the revenues generated and assets onboarded for the organisation they work for.
09/03/2018
Top job goes to a senior dealmaker who only joined the Swiss bank in September
09/03/2018
Third deal in two weeks
09/03/2018
This development sets the scene for Guernsey’s inaugural Private Wealth Forum, which is being held in Spitalfields on Thursday 8 November.
09/03/2018
This acquisition will supplement ZEDRA’s already extensive industry experience and provide a strategic base in an important new jurisdiction for the Group.
09/03/2018
Brazil in particular in recent years has had to deal with, at times, 14% interest rates – and, while they are currently in the mid-single digits, it does affect how we interact with customers.
09/02/2018
The number of high net worth Taiwanese last year stood at 380,000
08/31/2018
A GAM spokesperson declined to comment.
08/31/2018
The advisory firm hired an experienced private banker to lead the office.
08/31/2018
Overall the study found 25 firms owned 48% of the market, 2% higher on the previous year.
08/31/2018
The rise follows the decision to offload prime office space, which flushed 60 million francs into Rothschild's coffers.
08/31/2018
Overall the deal increases Rathbones funds under management by 18% to £44.5 billion.
08/31/2018
Old Mutual shareholders will receive a total R1.45 interim dividend, consisting of a "first dividend" of 45c plus a R1 special dividend. The life insurer is pitching itself as a new company following its separation from Quilter and the change o
08/31/2018
"The fund will enable Australian investors to access early-stage and emerging companies through listed global equity markets," Wood said.
08/31/2018
Hill’s objectives as outlined in Hargreaves Lansdown’s 2018 annual report
08/30/2018
The company was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
08/30/2018
Kapoor explains that today, acknowledgement by clients and industry talent is the powerful reinforcement that he and his team at Edelweiss are on the right track.
08/30/2018
Global wealth managers have been seeking to tap into the second-biggest pool of ultrarich people for years, but regulations and tough domestic competition stood in their way.
08/30/2018
While UBS also has a sizable presence in the U.S., the two Swiss banks garner a significant share of the European wealth management industry.
08/30/2018
Business Worldwide features the successes of these organisations, highlighting their exemplary accomplishments and inspiring others to follow their example.