06/20/2016
It was also very special to see the Birthday Honours list and in particular to note the CBE awarded to Alison Hutchinson, Chief Executive of Pennies, for services to the Economy and Charities.
06/20/2016
My main message was that the international finance industry faces many new challenges in the light of the Panama Papers and assorted initiatives from the OECD, the EU and the G8/G20.
06/20/2016
HSBC sees opportunities in succession planning and creation of governance structures
06/20/2016
As more affluent individuals will migrate out of some Mideast countries, UAE will see its millionaire numbers rise
06/20/2016
Wealth managers capitalise on global banks’ retreat to tap rich clients in developing markets
06/20/2016
The partnership has helped to provide resources for solicitors looking after the financial affairs of clients and trustees through the Society’s website, seminars and the Journal Magazine.
06/17/2016
Top 10 Drivers Impacting Global Wealth And Asset Management
Preparing well in advance, as regulators and investors now demand, to mitigate risks of the next liquidity crisis.
06/17/2016
The robots at least so far cannot answer calls from panicked clients about central bank policy, interest rates or geopolitics.
06/17/2016
The relationship between assets, asset owners and financial advisors is unraveling before our eyes.
06/17/2016
Frontier markets will likely make the same journey over the coming decades, and investors who can bear the risks of these markets will profit.
06/17/2016
The bank already held a 49 per cent slice, and established the partnership in May 2002.
06/17/2016
These extras range from philanthropy services to events aimed at young people, such as a “next-generation” summit offered by Julius Baer, the Swiss wealth manager, where Google employees have spoken.
06/17/2016
The locked entrance, where millionaire clients used to come and go, is a reminder that some of the biggest names in global finance have quit Geneva for good.
06/17/2016
The platform is meant to enable a host of services, according to a trademark filing.
06/17/2016
The best way to do this would be online.
06/17/2016
Dubai-based IFA firm Prestige Wealth Solutions, which advises local expats on their pensions, has teamed up with investment manager Quilter Cheviot to offer its clients a discretionary management service.
06/16/2016
North American and European banks are quitting Geneva as companies battle with the loss of financial secrecy
06/16/2016
Crestone has secured a global network of strategic partners which includes UBS, Commonwealth Bank of Australia, Credit Suisse and Northern Trust
06/16/2016
She is based in Bangkok and reports to Christian Senn, Market Group Head Thailand.
06/16/2016
Though the bank has managed to earn $4 billion in annual revenue in each of the last two years, majority of that revenue was generated in the first quarter.