10/13/2016
Sanlam unveils adviser buy-out plan
Sanlam Partners, a new initiative to give “culturally aligned” financial planning firms
10/13/2016
Sanlam Partners, a new initiative to give “culturally aligned” financial planning firms
10/12/2016
The strategic partnership is being developed with a focus on CEC’s Cayman Commodities and Derivatives Park.
10/12/2016
It is expected that formal committal proceedings will take place on 21 November.
10/12/2016
The Geneva Financial Center, which represents more than 110 banks with 18,855 local employees at the end of 2015, found.
10/12/2016
The Cayman Enterprise City team - and a number of CEC clients such as Meticulosity SEZC- had an amazing time and learned more than they thought possible.
10/12/2016
Established in 2002 and led by Chief Executive Officer Angelo Venardos, Heritage Trust Group provides trust, foundation, fiduciary, corporate and accounting services.
10/12/2016
The new district has 29 buildings that will provide office premises, dining and recreational facilities, as well as residential units for staff of banks, hedge funds and venture capital firms.
10/12/2016
Asset management has grown far more competitive as clients shift more funds to passive managers, which are cheaper than active managers
10/12/2016
With a heritage spanning over 200 years, Brown Shipley provides investment management, wealth management and private banking services to a range of clients.
10/12/2016
A big Russian bank is considering shifting more of its of business to the Austrian capital as Britain heads for Brexit
10/11/2016
OMNIA raises an agreed proportion of the asset’s value – which is never in excess of 50% of the value of the assets
10/11/2016
Falcon Bank has demonstrated a persistent and severe lack of understanding of MAS' AML requirements and expectations
10/11/2016
Falcon Bank will focus on growing their businesses in the core locations Switzerland, Middle East and London
10/11/2016
How and to whom wealth is passed on is clearly a matter of personal choice, not of government decree
10/11/2016
The situation is similar in Sweden where 43.8 percent of ultra high net worth individuals inherited their fortune.
10/11/2016
UBS is not a European bank, but a Swiss bank and Switzerland is not part of the EU
10/11/2016
The rhetoric often portrays the wealthy as a homogenous group that inherited its wealth
10/11/2016
The Monetary Authority of Singapore on Tuesday said it had ordered Zurich-based Falcon Private Bank's Singapore branch to cease operating because of "a persistent and severe lack of understanding" of Singapore's money-laundering contro
10/11/2016
Will offer bespoke and model portfolios
10/11/2016
Vistra was able to help overcome extreme complexity and provide integrated corporate secretarial and governance assistance during the transaction.