12/14/2017
Highvern Trustees to set up fund services business
“Highvern has a strong reputation for providing expertise, high quality client relationships and continuity of service”
Wealth and Asset Management
12/14/2017
Quilter Cheviot Investment Management receives Gold Standard Award for 2017
The company looks after £23bn of assets under management as at 30 September 2017.
12/14/2017
Look closer, and you’ll see charitable foundations are often not about giving
Examine the tax structure behind charitable foundations, and in some cases it turns out that the benefactor is the one to actually benefit
12/14/2017
Meet the Swiss Bankers Chasing After Israeli Millionaires
The Zurich-based Zwei Wealth Experts AG, founded by Patrick Müller and Klaus Wellershoff, chose Tel Aviv as the site of their first overseas office in 2017.
12/14/2017
Here’s $160 billion, yours free, no questions asked
The philanthropy discussed here goes beyond that call of duty, and there is plenty of wealth to share in this region.
12/14/2017
ASK Wealth Advisors – enhancing the investment process
Arora states that selling new products to clients and delivering long term value are not mutually exclusive at ASK Wealth Advisors.
12/14/2017
How to Accelerate Growth by Rebranding Your Advisory Practice
The wealth management space is constantly evolving, and you can’t afford to be left behind.
12/13/2017
Crunch time: Canaccord Genuity Wealth Management considers interest rate impact
Staying informed in an industry that’s constantly shifting isn’t easy, but being aware of changes as they’re happening can keep you ahead of the curve.
12/13/2017
Desjardins and CUMIS merge to create major Canadian wealth management firm
The transaction will create one of Canada's largest independent wealth management firm
12/13/2017
Swiss banking group invests in impact investing firm Aspiration
Since its inception in 2015 Aspiration’s customers have transacted more than $2bn.
12/12/2017
Winners of Private Banker International Switzerland Awards 2017 revealed
The Outstanding Family Office Proposition award went to Stonehage Fleming, while REYL & Cie took home the Outstanding Boutique Private Bank.
12/11/2017
Wealth Management in a Corporate Bank
The roll-out of investments at CBD is taking a top-down cascading strategy which is quite different from the strategy that banks tend to normally take.
12/11/2017
GUEST ARTICLE: 'Bah humbug!' by Penny Lovell
so let me start with a controversial statement that contradicts perceived wisdom: money can buy you happiness.
12/11/2017
The decline of the Swiss private bank
A clampdown on tax evasion is forcing the closure of many institutions
12/11/2017
EFG International successfully concludes BSI integration
The process included six legal integrations and nine IT migrations on a global basis
12/08/2017
Millennial-Led Advisory Leaves LPL's Corporate RIA
The new structure enables WWM to advance its long-term growth strategy.
12/07/2017
How Deutsche Bank staved off staff “exodus” to start hiring again in Asia
The RMs stayed back when they realised that there was quite a lot of client overlaps with UBS.”
12/07/2017
VP Bank's Intermediaries Strategy
These professionals are seeking the exact opposite of large financial enterprises.
12/07/2017
Private Wealth Systems Shortlisted for 2018 Family Wealth Awards
Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape
12/07/2017
10 key trends for wealth management in 2018
With the wealth industry facing some huge challenges, Capgemini highlights 10 important trends for next year.