01/06/2017
Private bank Julius Baer is ready to provide ‘strong’ support to ensure that a Swiss ePrix becomes part of the Formula E calendar. The company is already one of the sport’s key sponsors, and is even believed to have a shareholding in th
01/05/2017
This new regulation effectively ends Switzerland’s reputation as a tax haven.
01/05/2017
Inheritance was more prominent among Korea’s rich
01/05/2017
Yet 2017 will also be a year of opportunity for competitors that embrace the change and succeed in those areas of the market where growth can be achieved.
01/05/2017
Company founded in 2008 has 150 investors and assets under management of €100m
01/05/2017
Higher interest rates in the U.S. could prompt wealthy clients to move out of cash and into higher-fee investment products, and allow firms to stop waiving fees on money funds.
01/05/2017
Genstar invests in newly formed insurance broker and wealth manager Alera
The new organization has $158 million in annual revenues and more than 750 employees in 40 offices across 15 states.
01/05/2017
That amounted to a third of the bank's sales of the products, up from 6 percent in 2015.
01/05/2017
Switzerland's private banks are also quietly hopeful, after a rise in the U.S. dollar and what is expected to be the end of ultra-expansionary monetary policy in the U.S.
01/05/2017
The group's strong capital position ensures we can support growth and investment while continuing to meet all regulatory requirements.
01/04/2017
He is the first Asian golfer to win a World Golf Championships event and is a three-time PGA Tour winner.
01/04/2017
Many financial professionals say they are familiar with private placement life insurance, but only a small percentage of them use it with their wealthy clients.
01/04/2017
The firms are hoping these performance-based fee structures will entice Canadian investors, particularly those experiencing sticker shock in the coming months.
01/04/2017
Wells Fargo, like its peers, is focusing on gaining market share in the wealth management business.
01/04/2017
Countless studies show that clients respond best to these types of advisory practices.
01/04/2017
Economic momentum is a tough thing to stop once it gets going
01/03/2017
There are many interesting models of advice being delivered globally that could easily be adapted
01/03/2017
Rothschild and French asset manager complete merger
The merger will build upon the relationship that has existed between the Rothschild and the Maurel families for three generations.
01/03/2017
He joined Royal London as director of policy and external communications for its pensions business in August 2015.
01/02/2017
It pays to be an expatriate in Switzerland