11/04/2020
How philanthropy was born from a passion for painting
David Benson’s love of art allowed gave him a platform for making a positive difference through giving
Wealth and Asset Management
11/04/2020
Leaving town?
The pandemic follows on from a number of terrorist attacks, large gilets jaunes’ protests, a 40C-plus-degree heatwave and the longest transport strike since the late sixties.
11/03/2020
Credit Suisse Europe Barometer: A majority of the population wants Switzerland to be more assertive toward other countries and favors the expansion of bilateral treaties
As Swiss voters see it, events such as Brexit and the ongoing pandemic have greatly weakened the EU.
11/03/2020
St. Galler Kantonalbank wants to expand digital investment advice
There is now the intention that digital investment recommendations will also be available via the SGKB app, as can be seen in a notification on Monday.
11/03/2020
Aberdeen Partners CCB International
At least 80 percent of the fund will be invested in U.S. dollar-denominated emerging market debt, including frontier market bonds, with significant exposure to Asian and China credit, an announcement on Tuesday said.
11/03/2020
OTP Private Banking clinches the Best Private Bank in Hungary title for the eighth consecutive year.
OTP Private Banking operates as one of the major business lines of OTP Bank
11/03/2020
Sanctuary Wealth Cuts Deal Creating Potential Rival to Focus, Hightower
Until now, Sanctuary’s ownership has rested with its senior management and partner firms.
11/03/2020
It’s the final countdown, still light years to go
For those following the Brexit saga and other reality-TV formats, the expectations may be lower.
11/03/2020
Jersey Finance Virtual Private Wealth Conference to Explore Sustainable Finance and Philanthropy
By collaborating with award-winning on and off Island suppliers, Jersey Finance aims to deliver a high-quality experience to a global audience.
11/03/2020
Cantonal bank takes 30% stake in real estate boutique
The cantonal bank also announced its four-year growth plan.
11/03/2020
Trust more important than ever for successful transfer of family businesses between generations
The research is based upon a survey of over 400 global HNW individuals with at least GBP5 million in assets each
11/03/2020
The wealthy rush to shield their assets from Biden
He also wants to tax capital gains and dividends at 39.6% for people making over $1 million (which would be bad for private equity investors and others).
11/03/2020
UBS to foray into Qatar's wealth management space
The country is one of the world's largest producers of liquid gas, which made Qatar extremely wealthy.
11/03/2020
SJP to help ex-military personnel retrain as Financial Planners
SJP signed up for the Armed Forces Covenant in October to support armed forces personnel and ensure they are not disadvantaged in society.
11/03/2020
Julius Baer Eyes Return to Major Dealmaking
The Swiss private bank is signaling its willingness to return to the deal hunt under CEO Philipp Rickenbacher. Switzerland's regulator had put the kibosh on major acquisitions as part of a sanction for money laundering.
11/03/2020
Julius Baer CEO expects M&A restrictions to be lifted next year, open to big acquisitions - themarket.ch
"They have made us the global bank that we are today, and acquisitions will continue to play a role in the future: We are open to big, transformational acquisitions."
11/03/2020
Rathbones 'deeply concerned' over ACG's refusal to liquidate Gabelli Value Plus+
Adds voice to dissenting shareholders
11/03/2020
UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
11/03/2020
Eaton Vance Wealth Unit Wraps Up Purchase of $2.3B RIA
The news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.
11/03/2020
Wealth Management: Monthly Market Summary
October saw "risk-off" sentiment prevail – particularly in the concluding week of the month