12/14/2017
Quilter Cheviot Investment Management receives Gold Standard Award for 2017
The company looks after £23bn of assets under management as at 30 September 2017.
12/14/2017
Examine the tax structure behind charitable foundations, and in some cases it turns out that the benefactor is the one to actually benefit
12/14/2017
Meet the Swiss Bankers Chasing After Israeli Millionaires
The Zurich-based Zwei Wealth Experts AG, founded by Patrick Müller and Klaus Wellershoff, chose Tel Aviv as the site of their first overseas office in 2017.
12/14/2017
The philanthropy discussed here goes beyond that call of duty, and there is plenty of wealth to share in this region.
12/14/2017
Arora states that selling new products to clients and delivering long term value are not mutually exclusive at ASK Wealth Advisors.
12/14/2017
The wealth management space is constantly evolving, and you can’t afford to be left behind.
12/13/2017
Staying informed in an industry that’s constantly shifting isn’t easy, but being aware of changes as they’re happening can keep you ahead of the curve.
12/13/2017
Desjardins and CUMIS merge to create major Canadian wealth management firm
The transaction will create one of Canada's largest independent wealth management firm
12/13/2017
Swiss banking group invests in impact investing firm Aspiration
Since its inception in 2015 Aspiration’s customers have transacted more than $2bn.
12/12/2017
The Outstanding Family Office Proposition award went to Stonehage Fleming, while REYL & Cie took home the Outstanding Boutique Private Bank.
12/11/2017
Wealth Management in a Corporate Bank
The roll-out of investments at CBD is taking a top-down cascading strategy which is quite different from the strategy that banks tend to normally take.
12/11/2017
GUEST ARTICLE: 'Bah humbug!' by Penny Lovell
so let me start with a controversial statement that contradicts perceived wisdom: money can buy you happiness.
12/11/2017
The decline of the Swiss private bank
A clampdown on tax evasion is forcing the closure of many institutions
12/11/2017
EFG International successfully concludes BSI integration
The process included six legal integrations and nine IT migrations on a global basis
12/08/2017
Millennial-Led Advisory Leaves LPL's Corporate RIA
The new structure enables WWM to advance its long-term growth strategy.
12/07/2017
The RMs stayed back when they realised that there was quite a lot of client overlaps with UBS.”
12/07/2017
These professionals are seeking the exact opposite of large financial enterprises.
12/07/2017
Recognition based upon Private Wealth Systems’ leadership in reshaping private wealth reporting landscape
12/07/2017
With the wealth industry facing some huge challenges, Capgemini highlights 10 important trends for next year.
12/07/2017
Vontobel sells Liechtenstein operation
The transaction is expected to close in the first quarter of 2018, subject to regulatory approval being granted.