08/14/2018
Operating in the United Kingdom, Ireland, Luxembourg, the Netherlands, Jersey, Mauritius, Cayman Islands and the US, the business employs 139 staff globally, with existing Vistra offices combining with the teams in these jurisdictions.
08/13/2018
A new Workplace Benefits report released by Bank of America Merrill Lynch found that women are plummeting on the financial wellness scale with more fear and stress than their male counterparts.
08/13/2018
From her Singapore base as head of Lombard Odier’s family services practice, Lee oversees three key areas of the Swiss private bank’s business in Asia.
08/13/2018
Moreover, dedicated and specially trained Noor Wealth relationship managers enable clients to build investment portfolios based on their risk appetites and financial goals.
08/13/2018
Hargreaves banked £61m, while Lansdown, 65, who has 51.6m shares, received £20m.
08/13/2018
The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.
08/13/2018
The mixed teams also produced 4.3 per cent bigger gains for clients over three years than teams made up of just women, the study showed.
08/12/2018
Sector hunts for areas of growth after years of restructuring and regulatory issues
08/10/2018
JTC’s commitment to the development and education of its employees was also exemplified in May when we were accredited by STEP as a Gold Employer Partner in ten jurisdictions.
08/10/2018
CLOs or collateralised loan obligations, are structured products that invest in senior secured loans.
08/10/2018
Factors behind UK advice firm chief’s departure, his legacy and the company’s plans without him
08/10/2018
Commenting on the closure, the spokesperson said the private bank is constantly optimising its funds portfolio
08/09/2018
Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.
08/09/2018
Under CEO Jes Staley, a former long-standing J.P. Morgan banker who briefly sat in UBS' board, Barclays has laid out the detail of its private bank.
08/09/2018
UBS WM with $2.4 trillion touts relative value for late cycle
08/09/2018
Broughtons’ management team will be retained by Mattioli Woods following the acquisition.
08/09/2018
The trend of digital transformation in the private banking space will not reduce jobs
08/09/2018
‘We had a remarkable performance, especially in terms of asset gathering,’ said chief financial officer João Dantas during the reporting call.
08/09/2018
The Asset announces winners of the Private Banking and Wealth Management Awards 2018
08/09/2018
STEP Guernsey Chair Adele Perrot, of Butterfield Group’s wealth structuring team, said the event would showcase Guernsey’s strengths, build stronger awareness of the island, and engage directly with valued contacts in London.