07/20/2015
Top Swiss Bank Julius Baer Enters Mexico Predicting Wealth Surge
The current management team will continue to lead the business independently with the same staff and pursue the same client-focused strategy
07/20/2015
Independent trust compan calls on Jersey trustees to encourage clients to support local charities
Independent trust company is calling on fellow Jersey trust businesses to encourage their clients to support local charities as part of their wealth management strategy.
07/20/2015
With head count down slightly, the pretax profit margin rose to the company’s target range
07/17/2015
Ending banking secrecy in Luxembourg on January 1 2015 has had a significant effect.
07/17/2015
“It probably takes five to seven years to grow a good young private banker,” he says, “and it requires deep pockets.”
07/17/2015
Launching these institutional mutual funds is a significant initiative for Vontobel.
07/17/2015
Apart from the blockchain startups, Bussmann is guiding social media analytics firms such as Datasift and Singular Intelligence.
07/17/2015
Company will focus on precious metals brokerage and storage offering
07/16/2015
We are delighted that Ross has chosen Fitzpatricks as his licensee of choice.
07/16/2015
Sharp young Wall Streeters are increasingly finding ways to avoid doing time at investment banks.
07/16/2015
Laser-focused on wealth management – Abberley
That said, the firm is committed to becoming a fully vertically integrated wealth manager
07/16/2015
More financial advisers need to practice what they preach to clients.
07/15/2015
Competition between Singaporean private wealth players and foreign groups is roaring in the Lion City but only the fittest will survive.
07/15/2015
Former HSBC boss Lord Green has admitted the bank "didn't get everything right" when buying the Swiss private bank at the centre of a tax evasion scandal.
07/15/2015
Building a strong franchise in China is a priority as the world’s largest money manager to the rich endeavors to raise its profile.
07/15/2015
Credit Suisse Group AG Chief Executive Officer Tidjane Thiam should avoid tapping investors for funds by getting more out of the company first, said one of the bank’s biggest shareholders.
07/15/2015
In a brief stock market update, the company said the deal, which is for an undisclosed sum, was officially signed off earlier this morning.
07/15/2015
Summit, was founded in Geneva in 1999 as Close Trustees Switzerland by Daniel Martineau, Stella Mitchell-Voisin and Robin Lee Smith.
07/15/2015
Outbound summer holiday seekers may not be the only ones feeling the brunt of the weak Naira.
07/15/2015
Golden Equator Capital is launching a quantitative long-short equity hedge fund to bet on and/or against stocks in Europe, Japan and the U.S.