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
10/29/2020
Walker Crips buys HNW adviser
Walker Crips has purchased the client book and assets
10/29/2020
Wealth giant expands reach' in $820b wealth platform market
Said this was "broadly consistent" with the quarterly outflows experienced under the bank's ownership.
10/29/2020
Van Lanschot Kempen: third quarter 2020 trading update
Client assets increased by € 2.9 billion to € 106.3 billion this quarter.