02/01/2021
UBS Chairman on Exits: «Leave, Lose»
We have a very clear policy and it can be summarized in two words
Wealth and Asset Management
02/01/2021
HSBC expands regional wealth management footprint
Assets held by HNW investors in the region are expected to hit US$40 trillion by 2025
02/01/2021
JTC Consolidates Business In Luxembourg Through Move To 'Bijou'
Luxembourg is the largest investment fund centre in Europe and the second largest in the world after the US.
01/31/2021
Estate Planning Tips and Tricks
Nobody wants to confront their own mortality. But estate planning doesn't have to be difficult, complicated or expensive.
01/29/2021
Billionaires profit from pandemic: Report
The majority of the 295 economists from around the world canvased in the survey predict the pandemic will fuel income inequality in their respective countries.
01/29/2021
UBS beats impact investment target and launches white paper on sustainable finance for The Davos Agenda
Each investment aims to generate a measurable social or environmental impact relating to one or more of the SDGs, as well as a compelling financial return for clients.
01/29/2021
EFG International enhances presence in Cyprus
This enhanced presence in Cyprus will lay the foundation for further increasing EFG’s exposure to markets with long-term growth potential.
01/29/2021
As money ploughs into global funds, more than eight in ten found to struggle over the long-term
The most recent flow data for global funds from Numis shows that Global was the most popular geography in the first 10 months of 2020, with £4.5bn of net inflows.
01/29/2021
Financial trends that have been accelerated by the pandemic
A global view from Michael Power, Strategist at Ninety-One
01/29/2021
Thorntons Investment Management Secures Fundings to Support Multiple Acquisitions
Thorntons has offices in both Dundee and Edinburgh, with the acquisition of Matheson Financial Consulting seeing their services extend to Aberdeen.
01/29/2021
Raymond James Financial Reports First Quarter of Fiscal 2021 Results
Record quarterly net income grew 16% compared to the prior year’s fiscal first quarter primarily driven by the aforementioned higher revenues and a lower effective tax rate, which more than offset the negative impact of lower short-term interest rat
01/29/2021
Bellevue expects 60% higher group net profit for 2020
The annual report will be published on 2 March.
01/29/2021
HP Wealth Management Acquires Sophisticated Platform
Teamwork is an independent international group, founded in 1999 in Geneva by its CEO Philippe Rey-Gorrez.
01/29/2021
Credit Suisse: Philipp Wehle Gives His Unit a New Look
This closeness to its clientele enabled the bank to grasp the needs of its clients more precisely.
01/29/2021
UBS: Seven-Fold Surge Potential for Wealth Revenue in China
UBS believes that private banking domestically is not only set for a major profit boost but also a «potential key enabler of a diversified and open financial sector
01/29/2021
Collas Crill Lawyers Feature in Private Client Global Elite Directory 2020/21
Partners Ben Havard and Sam Williams and Associate Gregory Haddow have been included in the 'Ones to watch' category.
01/29/2021
Your Investor Confidence Index
The State Street Investor Confidence Index measures investor confidence or risk appetite quantitatively by analyzing the actual buying and selling patterns of institutional investors.
01/28/2021
Bank of Singapore Sees Strong IAM Growth
This was owed in no small part to the Hong Kong IAMs business which has seen accelerated growth following the launch of a hub dedicated to the segment several years ago.
01/28/2021
Wealth manager acquires Surrey firm
As it looks to expand its service proposition across the southeast
01/28/2021
The Rise of UHNWs – and what it means for business
The number of individuals with investable assets of over $1 million has more than doubled over the past decade, from 8.5 million in 2008 to 19.6 million in 2019, according to Capgemini.