09/10/2018
Wealth managers must engage with the next-gen prior to wealth transfer
Simply opening a youth account in an heir’s childhood will not be enough
09/09/2018
At Hampden & Co it is important for us that our clients know that we care about families as well as individuals.
09/07/2018
UBS' integration of its private bank in January led to the de facto demise of the bank’s glitzy client-facing women’s program – Unique.
09/07/2018
The deal financial terms were not disclosed, was first announced in February this year.
09/07/2018
Client deposits increased by 4.7 per cent to £5.2bn and assets under management rose by 19.4 per cent to £2.9bn.
09/07/2018
This is the story of how their dream failed and how a London banker’s bright idea broke the world.
09/06/2018
A Guernsey audience will learn more about developments in the Chinese market
09/06/2018
This at a time when there has never been more international regulation with a greater drive towards transparency. Quality practice and advice has never been so important.
09/06/2018
The Caribbean’s breadth of experience with tailor-made wealth solutions is another trait attracting investors to its shores.
09/06/2018
These questions will help you understand their family structure and sometimes complex tech needs.
09/06/2018
Crossbridge Capital Asia is making waves in the mid-market sector.
09/06/2018
There is a clear fit with our existing operational footprint and client base and this will allow us to leverage our scalable global platform to drive future growth.
09/05/2018
Thanks to the power of compound interest (the investing magic that allows investment earnings to earn interest of its own), time is the most powerful variable an investor has on his or her side.
09/05/2018
These figures are respectively 14%, 31% and 30% higher compared to the same period in 2017.
09/05/2018
No final decisions have been made because that work continues
09/05/2018
Such partnerships have made it possible for our subsidiary E.I Sturdza Strategic Management Limited to win many awards
09/04/2018
Under the terms of the acquisition, the maximum purchase price is £4.2m dependent upon performance criteria of the acquired business.
09/04/2018
Every day we’re still discovering new high-net-worth clients.
09/04/2018
APac set a new record last year, reaching 6.2 million HNWI and $21.6 trillion in HNWI wealth.
09/04/2018
Almost 2,000 new millionaires are minted every day in the region