02/24/2016
Advisory Firms Need Fundamental Servicing and Infrastructure Changes to Successfully Serve HNW Clients
Firms Must Define Their Focus and Evolve Services, Structures and Delivery Models
02/24/2016
The total net annual growth rate of funds under management for Investment Management was 5.7% compared with 19.6% in 2014.
02/24/2016
The acquisition of the Legis trust and corporate services business in Guernsey took place in 2014.
02/24/2016
This article previously appeared in STEP Journal, Volume 24, Issue 1, and is republished with kind permission.
02/24/2016
Private Asset Management Magazine Honors First Republic For Sixth Year
02/24/2016
Wealth management arms of IIFL, ASK Group, Anand Rathi and Centrum have been expanding by adding advisors
02/23/2016
The landscape has changed considerably over the last 20 years through G8 and G20 initiatives and through the OECD's global drive to eliminate corruption, money laundering and tax evasion.
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