08/17/2018
Family Wealth Alliance Announces Best in Industry Awards Finalists
Winners to Be Announced at October 17 Awards Gala
Wealth and Asset Management
08/17/2018
GAM troubles: 16 key dates as a crisis unfolded
While the last two weeks have been especially difficult for the Swiss asset manager, the firm's struggles go back years.
08/17/2018
JTC acquires corporate and fiduciary services firm
The principal managers of Van Doorn, who are also shareholders of the Seller, Mr Aravind Ramanna and Mr Eke Verbeke, will join JTC at completion.
08/17/2018
VZ Group's asset management head resigns
CEO Matthias Reinhart expects that revenues and profits in the 2018 financial year will be higher than in 2017 and that the dividend can be increased again.
08/17/2018
SJP victorious in unsuitable advice claim
He claimed the schemes failed to be as effective in mitigating these liabilities as he had been led to believe by SJP advisers.
08/17/2018
Cantonal bank reports positive results despite increased expenses
However, operating expenses also increased by 5.7% due to the bank’s activities ahead of its 150th anniversary, the creation of new jobs and digitalisation expenses.
08/16/2018
How to pass on wealth to the next generation and beat inheritance tax
More people are choosing to pass on their wealth while they are still alive and can see their loved ones benefit - and to take advantage of the seven-year rule that can keep it free of inheritance tax.
08/16/2018
JPMorgan private bank boosting staff in Columbus
Chase is the second largest bank in Columbus, according to Business First research.
08/16/2018
China’s wealth managers eye expansion to compete globally
Buttressed by China’s ever-expanding economy, Chinese wealth managers and private banks are adopting unique expansion strategies to secure a slice of the action
08/16/2018
DeVere UK losses deepen amid FCA probe
DeVere UK said its decision to discontinue its pension report-writing service had led to turnover falling from £3.08m in 2016 to £2.14m in 2017.
08/16/2018
ESG portfolio off to a good start in HK, says UBS
Bank officials said they are seeing both new money and current clients switching to the new portfolio.
08/16/2018
Set Sail Trust Brings Butterfield Bank On Board
The charity’s work helps to make these privileges accessible to the widest possible audience, and it is always wonderful to witness the children’s enjoyment of the water and our coastline.
08/16/2018
AAA-rated Pictet-Robotics manager ups cash stack
The Pictet-Robotics fund returned 58.6% in US dollar terms over the three years to the end of July 2018.
08/16/2018
Evercore Wealth Management expands US presence
Mr. Palles was previously a Managing Director and Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management.
08/16/2018
AFH Completes Tenth Deal Of Current Financial Year
The purchase adds £80m to AFH's funds under management.
08/15/2018
A world of opportunity in an ever-changing world
Experts gave their views on the best way to position client portfolios and manage their expectations in preparation for the various potentialities that lie ahead.
08/15/2018
Hong Kong philanthropist Tin Ka-ping was a man of true humility
Here’s a quote from his obituary (from Tin’s speech during his baptism at age 94) that impressed me: “Frankly speaking, I’ve been acting out of my conscience all my life. I can say without blushing that I am a good person."
08/15/2018
A guide to private banking
This may have been the case historically at some private banks, but Investec Private Bank does things differently.
08/15/2018
Speakers’ success in China should inspire more Guernsey practitioners
GF will provide a market update, with Wendy and Dorothy also discussing their latest activities and achievements in their respective regions.
08/15/2018
How Lombard Odier got into the Islamic investment space
Islamic Business & Finance sits down with Arnaud Leclercq, Limited Partner at Lombard Odier Group about the launch of a certified Shari’ah-compliant mandate aimed at GCC individual investors.