02/23/2016
PAM AWARDS: Nicola Wealth Management Named as a Finalist
While NWM is recognized as an industry leader across Canada, the firm is proud to have been considered in this international award competition.
02/23/2016
Formula One is a sport that fits our brand perfectly because of the continued commitment to innovation and strength of technology that is needed to be successful
02/23/2016
There were only two months last year when the Spectrem Affluent Investor Confidence Index was in positive double digits or “mildly bearish.
02/22/2016
QNB Private is the first private bank to be established in Qatar and has since become the trusted financial partner for those who value a personal and discrete banking experience.
02/22/2016
EFG International today announced that it is to acquire the Lugano-based private bank BSI, according to an agreement signed on 21 February 2016 with BSI’s sole shareholder BTG Pactual.
02/22/2016
High-net-worth individuals in China are looking to Hong Kong as a reliable centre to manage their wealth
02/22/2016
Edmond de Rothschild AM unveils major funds push
All the funds have been fully transitioned to Luxembourg and come in the wake of a ‘pilot project’
02/22/2016
Santander Private Banking offers services to customers in Brazil, Chile, Italy, Mexico, Portugal and Spain
02/22/2016
Lombard Odier Wins Two Swiss Awards 2016
They also confirm the relevance of our Swiss offering, offering, a global, integrated solution for the personalised management of our clients’ portfolios and retirement planning.
02/22/2016
Guardian Wealth Management is to close its office in Qatar after a “strategic review” of the Middle East, shortly after gaining a broker licence with the region’s Insurance Authority in January this year.
02/22/2016
In 1986 he followed his father’s footsteps into finance, joining Hambros Bank.
02/21/2016
Mr. Bee negotiations broken down, now AC Milan require other alternatives
02/21/2016
CX: The most important wealth award
02/19/2016
Ciaran Whelan of Investec said “As a business, we’ve grown significantly in Ireland over the past five years providing competitive, value-added specialist services for corporate, SME and wealth management clients.
02/19/2016
Here are winners of this year's awards at the annual WealthBriefing gala event in Geneva.
02/19/2016
We expect numbers to grow in 2016
02/19/2016
BTG Pactual in relation to a potential acquisition of BSI and that a decision is imminent.
02/19/2016
Saint Lucia’s burgeoning international financial sector received a further boost this week.
02/18/2016
The announcement comes in the wake of its 2016 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market.”
02/18/2016
The latest change was first reported by the Financial Times on Wednesday.