04/12/2018
Beginning with the first project phase in April 2018, LGT will introduce an optimized customer onboarding process for its Liechtenstein head office as well as its private banking branches in Switzerland, Austria, Singapore, and Hong Kong.
04/12/2018
The only, yet important entry criterion is that the user must be an existing client of the private bank.
04/12/2018
Sunil Dhupelia, a syndicate banker who has resigned from UBS, will be a replacement for Highfield’s position.
04/12/2018
When the changes go into effect in July some new clients will pay less as a result but others may pay more, according to regulatory filings cited by the Journal.
04/12/2018
It will have an annual management charge of 0.65% for 'A' shares and 1.75% for 'B' shares.
04/12/2018
The strategy both addresses and supports the transformation taking place across China's wealth management industry
04/11/2018
The trio runs the venture together and manages assets for six Brazilian families in the ultra-high net worth investor segment, Coutinho told Citywire Americas.
04/11/2018
Chief executive John Ions said the acquisition had positioned the firm with ‘not only with critical mass but a fantastic track record from a long established team.
04/11/2018
The wealth manager and investment banking firm opened its office in the German city last summer.
04/10/2018
The deal would value Glasgow-based Speirs & Jeffrey at nearly 28 times earnings — against a valuation in the sector of between 15 and 20 times.
04/10/2018
All payments 2017 from escrow accounts from the 2016 sales transactions were made in whole and without restrictions.
04/10/2018
UBS' Crisis of Identity
04/10/2018
Entitlement and lack of familial ties are two of the many threats to successful generational wealth transfers.
04/10/2018
Fairstone is set to acquire IFA firms in Leicester and Stockton-on-Tees and anticipates it will line up seven more acquisitions this year.
04/10/2018
The state-owned Indonesian lender and Swiss private bank produced an investment product for Indonesians who want to repatriate funds stored in Singapore, the outlet reported.
04/10/2018
This exclusive event will focus on how ‘the finance industry can contribute to a better society’. It will attract an international executive audience of 150 participants active in the alternative fund industry: asset managers as well as lawyer
04/10/2018
The competition judges included writers, authors, poets and journalists, with a special interest in, or personal experience of the care system,
04/10/2018
Pictet multi-asset boss Percival Stanion dies
‘Percival was an equity partner who joined Pictet in 2014 to head Pictet Asset Management’s international multi-asset business, based in London,' said a spokesperson for Pictet Asset Management.
04/10/2018
Combining equity and debt investments, the fund will gather emerging market premium while also controlling the risks.
04/10/2018
Ten thousand wealthy individuals could be hit by offshore tax avoidance legislation proposed by HM Revenue & Customs, generating up to £50m a year in tax receipts.