10/10/2018
Geneva Wealth Manager Poaches
Forum Finance Group was founded in 1994 in Geneva and employs some 20 staff, who manage assets worth 1.5 billion Swiss francs ($1.51 billion).
10/10/2018
Over the past few years, William Blair’s Private Wealth Management group expanded to Atlanta, Boston, New York, and San Francisco.
10/09/2018
India is also expected to become the 11th wealthiest nation globally by 2022 in terms of total personal wealth, improving its rank by four places from 2017
10/09/2018
The move is the latest by a private bank to push beyond wealth hubs Singapore and Hong Kong, mainly by partnering with local players.
10/09/2018
The appointments come as the firm also looks to grow its presence across Europe, having hired Richard Haxe as managing director for its European client group in September.
10/08/2018
Directors must provide a statement certifying that the company has sufficient working capital for at least 12 months or otherwise
10/08/2018
Schroders and Lloyds Banking Group in talks over wealth management alliance
Schroders confirms that it is in discussions with Lloyds Banking Group plc with a view to working closely together in parts of the wealth sector
10/08/2018
New base in Bury St Edmunds
10/07/2018
The Swiss government, in a statement, said, “The exchanged information allows the cantonal tax authorities to verify whether taxpayers have correctly declared their financial accounts abroad in their tax returns.”
10/07/2018
Mayfair’s members’ clubs have always been the preserve of the powerful and wealthy, but at the new Conduit Club, membership requires a passion for social activism, too. Vogue gets a preview of a new London hub geared towards the great and the
10/05/2018
That's added to the huge pile of Chinese money already parked there.
10/05/2018
The recent emerging markets crisis and the trade war have definitely led clients to adopt a little bit more risk-off mode
10/05/2018
The PBI global awards recognise the best of these individuals and institutions in providing for the industry and its clients – high net worth individuals.
10/05/2018
The economic liberalization of the country would make it an attractive opportunity for banks, given its enormous oil wealth.
10/04/2018
Atlanta office to serve as headquarters for Carolinas, Georgia, Alabama, Tennessee and Kentucky operations
10/04/2018
Catering to this flexibility in outlook and growing interest in new opportunities, DBS has been building and conveying its vision of ESG investing.
10/04/2018
Families are increasingly looking to protect against the associated risks of longer term succession planning, especially where family assets are held in multiple jurisdictions.
10/04/2018
Then, UBS' shares briefly climbed over 20 Swiss francs (they are currently sidelined at 15 francs), only to shed more than 10 francs in the following year.
10/04/2018
The new name is inspired by the life of the scientist, artist and adventurer Maria Sibylla Merian.
10/04/2018
Central to the firm’s belief is an understanding of the value clients place on their investments delivering in line with their expectations.