10/30/2024
The study reveals in particular how family businesses in this region approach passing on the business in the context of generational changes, underlines their resilience in the face of various crises, and highlights the lack of formal governance structure
10/30/2024
The acquisition plan was first announced in December 2023
10/30/2024
The bank attributed the increase to rates and FX, even though rates traders elsewhere did badly.
10/30/2024
The Canaccord Genuity Wealth Charitable Trust was launched in 2004 and is managed by current and former staff.
10/30/2024
Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.
10/30/2024
The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.
10/29/2024
This progress, combined with shifting societal trends has made it easier for investors to access opportunities across the globe, fundamentally changing investment behaviours.
10/29/2024
Advisers reported retaining the assets 71% of the time when a spouse inherits, but this drops to just 38% when children inherit.
10/29/2024
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
10/29/2024
Hong Kong's assets under management exceeded $31t by the end of 2023.
10/29/2024
The initial platform integration and migration of Credit Suisse clients to the UBS platform in recent weeks have sent positive signals.
10/29/2024
I’m committed to building on this strong platform for growth.
10/29/2024
The UK is of central importance to Lombard Odier.
10/29/2024
As part of the consistent implementation of the communicated refocusing strategy, Baloise will in future concentrate on profitable segments in which we have a relevant size.
10/29/2024
"The curse may be imaginary, but the threat to investors is real."
10/29/2024
This initiative helps Bank of Singapore’s ambition to grow its financial intermediaries, family office, and wealth advisory (FFWA) assets under management by 50% for the period of 2024 to 2026.
10/29/2024
Return on tangible equity (RoTE) was 16.2%, in line with full-year target
10/29/2024
As the Budget looms closer, concerned wealth clients are assessing their options as fears mount over a tax raid on their assets.
10/29/2024
The acquisition sees 60 employees including 12 partners and directors join Evelyn Partners as part of its Recovery & Restructuring Services team.
10/28/2024
UBS CEO Sergio Ermotti said the migration of Credit Suisse clients onto the UBS platform has started and is complex.