12/18/2018
The FT reported Tuesday that ultra-high net worth individuals (UNHWI), were advised they might want to "accelerate" plans to move their investments out of London before Brexit chaos.
12/18/2018
Investment Corporation of Dubai says revenues boosted by oil and gas and transportation during first six months of 2018
12/17/2018
The global bank is planning to have four new "wealth centres" open within two years
12/17/2018
Canada is one the ten most actively trading nations.
12/17/2018
“We are delighted to enter this strategic partnership,” said Tea Nicola, Co-Founder and Chief Executive Officer of WealthBar.
12/17/2018
String-instrument broker now plans to launch his first fund
12/17/2018
The move is in line with Indosuez WM's expansion plans in Europe with a focus on Spain, where the firm has increased its assets under management by 33% over the past year amounting to €4bn at the end of September 2018.
12/17/2018
Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.
12/17/2018
For the first seven or eight years after setting up their firm, Bentley and his business partner Alistair Ellen did everything themselves.
12/17/2018
However, the family office space is still quite nascent in the region.
12/17/2018
In line with its stated strategy, UBS-PREMF has lent to a wide range of borrowers across a diverse mix of asset classes.
12/17/2018
With only two people in the Asia regional office, Rockefeller doesn’t plan to expand its staff size to deliver on ambitious plans.
12/14/2018
Singh maintained that being a late entrant into the wealth management space was not a handicap for WGC Wealth as there is still a big market for “high quality financial advise” in the country.
12/14/2018
This new publication, which is our 25th Alliance Research report, chronicles the ecosystem of the family wealth industry.
12/14/2018
The Private Bank Awards were selected by Global Finance's editorial board with input from executives and industry insiders.
12/14/2018
Whilst many ultra-high net worth clients have become less confident about the outlook for global stock markets since JP Morgan Private Bank’s Spring Private Client Survey, many still see late-cycle opportunities.
12/14/2018
This makes Australia the world’s ninth largest wealth market according to total wealth held
12/13/2018
CBRE Clarion will now incorporate our property securities fund and we are entering into a new partnership with Yarra Capital management who, as of today, will be taking over the management of our large caps funds and small cap funds on behalf of UBS clien
12/13/2018
For wealth managers to stay ahead of the curve a unique selling point is a must, this could be access to superior technology, cost advantages or a broader, smarter product range
12/13/2018
The weapons targeted by the initiative cause indiscriminate or disproportionate harm and their use is banned or restricted under international conventions, Pictet said.