02/22/2017
Boutique wealth manager launches final salary pension guide
Pension funds rely on bond yields to fund yearly payouts, and when yields are low, as they are now, they have to spend more to get the same annual return.
02/22/2017
Global wealth is expected to rise by 35 per cent over the next decade.
02/22/2017
The Group will pay out a total of CHF 284m to shareholders.
02/21/2017
Following the deal HJP will become a restricted advice firm.
02/21/2017
The process of software asset management needs adapting
02/21/2017
The Private Asset Management Awards-presented by Private Asset Management magazine-recognize excellence in the wealth management industry.
02/21/2017
As previously announced in December 2016, the Group completed the purchase of the Duncan Lawrie loan portfolio.
02/21/2017
Credit Suisse Returns to Its Roots in Europe
The trend was pronounced in Europe, the only region where revenue from managing money for the wealthy declined even as client assets grew
02/21/2017
It had reached an agreement with Northern Trust to sell the business to the U.S. firm.
02/21/2017
The 2016 profit reflected a $3.2 billion impairment of goodwill in its global private banking business in Europe and the impact of its sale of operations in Brazil
02/21/2017
They will have access to a team of experienced Vistra professionals, based in all major jurisdictions
02/21/2017
The global equity index includes large and mid-cap stocks but is also exposed to a range of factors including value, momentum, quality and smaller company, in order to provide a correlation to alternative assets.
02/21/2017
Close Brothers is listed on the London Stock Exchange and employs 2,800 people principally in the UK
02/21/2017
Millionaires or High Net Worth Individuals refer to individuals with net assets of USD 1 million or more.
02/21/2017
They will also benefit from a mentoring scheme to assist them through their apprenticeship programme.
02/20/2017
Swiss Banks Face Withdrawals Due to Tax Clampdown
Those who decline to participate in amnesty programs often have to move their accounts.
02/20/2017
Chinese Banks' Off-Book Wealth Products Exceed $3.8 Trillion
The products are a key reason behind the growth of shadow banking in China, and have been used by some financial institutions as a way to extend funds to risky borrowers and evade capital requirements.
02/20/2017
St James’s Place joins drive for more ethical investment
Wealth manager to raise profile on environmental, social and governance issues
02/20/2017
Northern Trust to Acquire Fund Services Units of UBS
Northern Trust has operated in Luxembourg since 2004, and the transaction will make Northern Trust a top 10 asset servicing provider in terms of assets under administration.
02/20/2017
The original inspiration for the unique waterfront home came from a ‘Madonna and Child’ stained glass window