09/07/2022
A global, multigenerational study commissioned by Citi Private Bank and conducted by Cambridge Family Enterprise Group reveals the critical issues and transformation strategies required for family enterprises—and families themselves—to succeed
09/06/2022
7IM’s MPS range comprises of passive, active, and responsible choice portfolios.
09/06/2022
On Hong Kong Securities and Future Commission’s online registry of institutions, the company confirmed that it has ‘ceased business of regulated activities’.
09/06/2022
The transaction with Butterfield is expected to close in the first half of 2023 and is subject to customary conditions, including regulatory approvals.
09/06/2022
Nominations undergo a rigorous judging process where submissions are considered in the context of the individual’s achievements over the past 12 months, career progression, and quality of the nomination.
09/06/2022
The sharp rise in inflation, as well as ongoing supply chain issues and enduring pandemic-related pressures, still pose risks to many groups.
09/06/2022
The opening of the new Representative Office in Tel Aviv will expand EFG’s coverage of the Israeli market and capture the significant wealth management opportunities in the region.
09/06/2022
Cité Gestion was founded in 2009 as a custodian and securities dealer by Lombard Odier. It was bought out by six managing partners in 2017.
09/06/2022
Provides financial advisors broader access to Ares’ alternative investment solutions via multiple distribution channels
09/06/2022
This was fuelled by both rising stock markets and record net inflows.
09/06/2022
With Napier’s AI-enhanced screening solution, St James’s Place can leverage large-scale, ongoing customer screening and re-screening capabilities.
09/05/2022
UBS will purchase a USD 69.7 million note convertible into Wealthfront shares.
09/05/2022
Buy-and-build strategy
09/05/2022
The bank will now be called TradeXbank and all of its employees in Zurich will keep their jobs.
09/05/2022
“We are continuing to explore ways to work together in a partnership and UBS has given us $70 million in financing at a $1.4 billion valuation,” Wealthfront Chief Executive Officer David Fortunato said.
09/05/2022
Cardea plans to expand its presence in Switzerland by a combination of strategic acquisitions of small to mid-size wealth management firms in parallel with the hiring of individual wealth advisors and their teams.
09/05/2022
He is a member of the Al-Thani ruling family of Qatar.
09/02/2022
Returns fell from £4k to £160 over four years, before the investment was valued at just £1.
09/02/2022
The cuts are part of broader plans to reduce $1 billion in costs to help the bank recover from a series of scandals and quarterly losses.
09/02/2022
Hubbis met with her recently to learn of her views on the evolving needs and expectations of her clients, which include HNW and UHNW individuals and families, trust companies, family offices, international banks and fiduciary service providers.