06/21/2016
The acquisitions of Tilney & Co in 2002 and Insinger de Beaufort in 2006 further grew the team which now comprises seven portfolio managers and four investment advisers.
06/21/2016
More cuts are expected to be announced in the coming months, the sources said.
06/21/2016
KMH founder partners, Nicolas Medan and Guillaume Hublot, said: “KMH has expanded considerably over the last few years primarily through three acquisitions and the creation of a Swiss entity based in Geneva.
06/21/2016
The company has close to half a billion pounds in assets under management and the balance sheet strength that allows Coram to implement its strategy at a pace that exceeds original expectations.
06/20/2016
London-listed boutique fund manager Jupiter Asset Management expects HK to provide sustainable growth opportunities
06/20/2016
The first casualty of the wealth management wars may be UBS
He also thinks UBS would likely not recover the multimillion-dollar price it paid in its 2010 transaction for the former PaineWebber.
06/20/2016
Private wealth in the US hit the skids last year as markets contracted.
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.