12/09/2020
Fragile leadership is another non-financial risk on peoples’ minds. Since our last Four Pillars report, ‘lack of future family leadership and direction’ has jumped from fourth to the second perceived risk to long-term family wealth.
12/09/2020
Clients are taking the view that investing can provide another way to bring about broader, positive change in line with their values and hopes for the future.
12/09/2020
The acquisition also serves to complement the Group’s recent agreement to come together with Luxembourg-based MDO, demonstrating its commitment to the region.
12/09/2020
Like all investments, the value of an investment trust can go down as well as up and you may not get back what you invested.
12/09/2020
Residentia was founded in 2009, and its portfolio primarily consists of residential properties in the canton of Ticino and has assets totalling CHF 275m.
12/08/2020
Transformation in Wealth: Why Digitalisation and Purpose need Each Other
These changes are driving established providers and new entrants to double down on digital transformation.
12/08/2020
Weber subsequently denied knowledge of the explosive idea, though so many specifics had emerged in press reports that his denials were difficult to believe.
12/08/2020
Strong growth throughout Asia, but particularly in Hong Kong, has once again been the experience of ZEDRA
12/08/2020
The acquisition will also provide an opportunity to significantly increase the scale of the Group’s Guernsey operations with the potential to drive cost synergies going forward.
12/08/2020
Asset Strategy Consultants Expands Wealth Management Capabilities
Tony King joins as Director of Private Wealth from Belay Group
12/08/2020
In January, St James’s Place set a clear minimum standard to ensure all its 39 external fund managers were signatories of the PRI by the end of 2020.
12/08/2020
Since their introduction on the statute in 2009, foundations have been a valuable addition to the range of structures available to ultra-high net worth individuals and family offices.
12/08/2020
We want to understand how you and your organisation are thinking about these topics
12/08/2020
Sitting just above common equity, hybrids typically offer a significantly higher pick-up in yield over the senior debt from the same issuer.
12/07/2020
If you have cash sitting in a current account then your bank will want you to move into shares
12/07/2020
Trust ditches Invesco and the UK
Proposed Change of Investment Objective, Policy and Management Arrangements
12/07/2020
Covid is still wreaking havoc on the US economy, as illustrated by high-frequency indicators such as airline travel, car fuel demand and electricity production all down materially on last year.
12/07/2020
Swiss Private Bank Teams up with Swiss Online Marketplace
As a result of the partnership with FinanceScout24, key4 is cooperating with a leading financing intermediary for the first time. So now FinanceScout24 clients can also benefit from the key4 offering.
12/07/2020
The regional breakdown of returns in world equity markets reveals a pattern of previous laggards catching up.
12/07/2020
The platform was launched in October and it now has around 12 members.