03/10/2022
Family offices and UHNW investors are now looking beyond traditional wealth-holding structures and embracing the private fund; a vehicle traditionally used by professional asset managers.
03/10/2022
The region is characterised by a strong economy and a large affluent population with around EUR 6 trillion in liquid onshore assets.
03/10/2022
Many advisers have reacted and showed solidarity with the people of Ukraine.
03/10/2022
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
03/10/2022
There are clear similarities between top-ranked sports teams and the best wealth management teams.
03/10/2022
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.
03/10/2022
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Female clients are currently the most underserved group of wealth management clients.
03/09/2022
This means in many cases they are dumbing down everything they do, he added, so in effect someone with £1mn to invest is being treated in the same way, and given the same products, as someone with a £100 to invest.
03/09/2022
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
The second important requirement is complementarity.
03/09/2022
The tireless commitment that these advisors have for the well-being of their clients, families and communities is truly admirable, especially during these challenging times.
03/08/2022
He also told us how safe VP Bank's tokens are and who can benefit from them.
03/08/2022
UBS is focusing on adding new economy clients, China wealth
03/08/2022
It recognises the best marketing, business development and PR professionals, who support business profit and navigating reputational risk in a digital world.
03/08/2022
UBS estimates that wealth for women in Asia outside of Japan will jump to $7.3 trillion by 2025, an increase of about 50% from $4.8 trillion in 2020.
03/08/2022
Chase Buchanan Wealth Management is undertaking a dynamic expansion, creating private wealth management hubs throughout Europe and beyond to provide adept support to foreign nationals living abroad.
03/08/2022
WealthSelect has been hugely successful over the years, and we are proud of the relationships we have built with advisers through this proposition.
03/08/2022
There she will prepare for the transatlantic regatta Mini-Transat, in which she will be supported by the Geneva private bank Mirabaud .
03/08/2022
The proposed dividend of CHF 5.00 represents an increase of 25 per cent and underscores the profitability of VP Bank and the aim to provide an attractive dividend yield over the long term, which as at the end of 2021 stood at 5.2 per cent.