11/04/2020
10 ways a wealth manager could help you
Many of Charles Stanley’s wealth managers work with several generations of the same family, and provide a form of education for the younger members.
Wealth and Asset Management
11/04/2020
Swiss Banking for an Elite – a New Reputational Risk?
Reports of the death of Swiss private banking are greatly exaggerated: the alpine nation is the beneficiary of a flight to safety from structurally weak nations. A new reputational risk?
11/04/2020
Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges
Technology has never played a more vital role in enabling business continuity and empowering advisors and the success of Wealth Dynamix through this trying period is testament to our many years of wealth management domain expertise and the flexibility of
11/04/2020
Vontobel achieves strong client growth in first nine months of 2020
This increase was once again driven by the business with institutional clients in Asset Management, which generated 10% growth in net new money (annualized).
11/04/2020
How philanthropy was born from a passion for painting
David Benson’s love of art allowed gave him a platform for making a positive difference through giving
11/04/2020
Leaving town?
The pandemic follows on from a number of terrorist attacks, large gilets jaunes’ protests, a 40C-plus-degree heatwave and the longest transport strike since the late sixties.
11/03/2020
Credit Suisse Europe Barometer: A majority of the population wants Switzerland to be more assertive toward other countries and favors the expansion of bilateral treaties
As Swiss voters see it, events such as Brexit and the ongoing pandemic have greatly weakened the EU.
11/03/2020
St. Galler Kantonalbank wants to expand digital investment advice
There is now the intention that digital investment recommendations will also be available via the SGKB app, as can be seen in a notification on Monday.
11/03/2020
Aberdeen Partners CCB International
At least 80 percent of the fund will be invested in U.S. dollar-denominated emerging market debt, including frontier market bonds, with significant exposure to Asian and China credit, an announcement on Tuesday said.
11/03/2020
OTP Private Banking clinches the Best Private Bank in Hungary title for the eighth consecutive year.
OTP Private Banking operates as one of the major business lines of OTP Bank
11/03/2020
Sanctuary Wealth Cuts Deal Creating Potential Rival to Focus, Hightower
Until now, Sanctuary’s ownership has rested with its senior management and partner firms.
11/03/2020
It’s the final countdown, still light years to go
For those following the Brexit saga and other reality-TV formats, the expectations may be lower.
11/03/2020
Jersey Finance Virtual Private Wealth Conference to Explore Sustainable Finance and Philanthropy
By collaborating with award-winning on and off Island suppliers, Jersey Finance aims to deliver a high-quality experience to a global audience.
11/03/2020
Cantonal bank takes 30% stake in real estate boutique
The cantonal bank also announced its four-year growth plan.
11/03/2020
Trust more important than ever for successful transfer of family businesses between generations
The research is based upon a survey of over 400 global HNW individuals with at least GBP5 million in assets each
11/03/2020
The wealthy rush to shield their assets from Biden
He also wants to tax capital gains and dividends at 39.6% for people making over $1 million (which would be bad for private equity investors and others).
11/03/2020
UBS to foray into Qatar's wealth management space
The country is one of the world's largest producers of liquid gas, which made Qatar extremely wealthy.
11/03/2020
SJP to help ex-military personnel retrain as Financial Planners
SJP signed up for the Armed Forces Covenant in October to support armed forces personnel and ensure they are not disadvantaged in society.
11/03/2020
Julius Baer Eyes Return to Major Dealmaking
The Swiss private bank is signaling its willingness to return to the deal hunt under CEO Philipp Rickenbacher. Switzerland's regulator had put the kibosh on major acquisitions as part of a sanction for money laundering.
11/03/2020
Julius Baer CEO expects M&A restrictions to be lifted next year, open to big acquisitions - themarket.ch
"They have made us the global bank that we are today, and acquisitions will continue to play a role in the future: We are open to big, transformational acquisitions."