07/08/2019
Saranac Partners launches wealth management service for US persons
The private client advisory firm, focused on ultra-high net worth individuals and families, now offers a comprehensive wealth advisory, investment management, lending solution and tax reporting service to US persons and green card holders residing outside
07/08/2019
Former Coutts, Credit Suisse adviser launches digital wealth manager
The pair created Rosecut Technologies
07/08/2019
We experience a further deceleration in growth this will be the third month in a row of negative growth and the pressure will mount on the Bank of England to react.
07/07/2019
Estera’s multi-jurisdictional reach allows their client directors to offer solutions which are tailored to the clients’ global needs no matter where they are located.
07/07/2019
The annual ranking took on its current form in 2017, having previously been titled ‘Top 25 Trust Companies’.
07/07/2019
These submissions were reviewed by the judges of the Citywealth Future Leaders Awards 2019 and the Citywealth editorial team to compile the final list.
07/05/2019
The team previously managed $1.1 billion in brokerage, advisory and retirement plan assets at Raymond James Financial Services, the firm’s independent broker-dealer, LPL says.
07/05/2019
They are also leveraging on data analytics for prospecting clients by tracking the customer database and browsing data.
07/05/2019
For one, she designs her own jewellery — the magnificent rubies adorning her ears are sourced and design by Qiu herself — and she is looking at starting her GIA certification courses soon.
07/05/2019
Both Lindsell Train UK Equity and Lindsell Train Global Equity have delivered significant returns for our clients since they were put on our favourite funds list.
07/05/2019
For Reed, competing in the world of private banking and wealth management in Asia is all about understanding, consistency, focus and the development of a niche in which the team can win.
07/05/2019
The company is undertaking a strategic review of Old Mutual Wealth Life Assurance
07/05/2019
We sat down with Sam Buckingham, investment manager at Canaccord Genuity WM to discuss what attracted him to the world of wealth management and a quickfire round of 3 questions in 30 seconds.
07/05/2019
It is the first time we have won this prestigious title from Global Investor.
07/05/2019
A sale of the bank is not an option on the agenda.
07/05/2019
The need for trust is natural and something we can all recognise.
07/05/2019
Camilla Ritchie, senior investment manager at 7IM, said: “Sustainable and ESG investing has come a long way in the past few years and we have witnessed a dramatic rise in demand for these strategies in the UK in recent months.
07/05/2019
It stated: "We have policies and procedures to help us manage the Wealth 50 list of favourite funds.
07/04/2019
“BNP Paribas Wealth Management, through its European anchoring and international coverage, is positioning itself as a preferred contact to guide members of FrenchFounders on these specific issues.”
07/04/2019
Buck's reemergence in the banking industry lends hope to the roster of Swiss bankers ensnared in criminal scandals over tax evasion or money laundering in recent years.