11/11/2022
These prestigious awards honour private banks and wealth management firms that operate globally and are evaluated on detailed performance-based indicators.
11/11/2022
Credit Suisse flattens its Apac wealth management organisational structure
11/11/2022
CIMB Private Banking's investment head has been less impressed by the performance of absolute return funds.
11/11/2022
This is the seventh consecutive year that Jonathan has been named to the Forbes/SHOOK Research Top 250 Wealth Advisors list, and in the past has also been named to the Barron’s Top 1,200 Financial Advisors list among others.
11/11/2022
Brookfield has launched fundraising for an opportunistic credit fund that it expects to be more than $16 billion, according to a letter to shareholders from Chief Executive Officer Bruce Flatt on Thursday.
11/11/2022
Accolade acknowledges continued strong interest in the domicile’s captive structures, particularly from the European segment
11/11/2022
Both banks will be in a holding company.
11/11/2022
As part of the restructuring, a voluntary redundancy program was set up for employees who were compensated with compensation.
11/11/2022
The anniversary also coincides with the recent appointment of Franck Matthews as the Head of Incentives - a first for the company.
11/11/2022
The monetary tightening has led to large corrections across markets, particularly in long-duration assets such as growth and quality stocks, as higher interest rates have fed through to higher discount rates in valuation models.
11/11/2022
The award comes after similar accolades in recent times, which recognise Investec’s unique offering of private banking and wealth management services under one roof.
11/11/2022
Stonehage Fleming brings decades of experience in working with ultra-high net worth families with complex intergenerational and cross-jurisdictional needs.
11/10/2022
The difference stems from the costs the bank charges for liquidation.
11/10/2022
Solid revenue performance despite a more uncertain and difficult environment
11/10/2022
The new arrangement will create an end-to-end workflow for investing in money market funds, introducing on-demand connectivity to third-party banking and fintech services.
11/10/2022
A soaring inflation has ravaged the Canadian economy which despite slowing to 6.9% from a peak of 8.1% remains way above the 2% target.
11/10/2022
The Forbes Top Wealth Management Teams list considers several criteria, including service models, investing process, team construct, skill sets, revenue trends, assets under management, and compliance records.
11/10/2022
Joins six bank working group to advise on attracting private finance at scale for transition projects
11/10/2022
But that doesn't seem to change the forecast that the wealth of wealthy individuals and families will continue to grow in the coming years.
11/10/2022
Vontobel believes that real interest rates are likely to remain in negative territory at least for the foreseeable future, boosting the need for professional advice.