02/10/2022
"For over a decade, CAIS has worked closely with Focus partner firms and understands their alternative investments needs."
02/10/2022
It is an informative guide for high net-worth individuals on the range of professional wealth management service providers that are available.
02/10/2022
In 2021, UBP broadened its expertise in real estate by hiring Pierre Escande as Head of Real Estate and Frédéric Vernier as Senior Transaction Manager.
02/10/2022
The firm's latest financial results show a surge in global wealth management inflows
02/10/2022
Financial advisors liken it to pre-marital counseling.
02/09/2022
As of December, the bank appointed Jonathan Chan as head of the new lab and he has since led a multi-discipline team with innovation and entrepreneurial backgrounds.
02/09/2022
The cited documents include an internal Softbank memo and a letter to the Swiss bank’s lawyers.
02/09/2022
The Swiss financial institution was forced to take this step after the Swiss Financial Market Supervisory Authority (Finma) asked the bank to consider significant cuts to the pool.
02/09/2022
After Weatherbys Private Bank won the 2021 Spear’s Wealth Management Award for Private Bank of the Year — UK, Duncan Gourlay, head of Scottish operations, discussed the bank’s blueprint to success
02/09/2022
Over the past year, Vontobel further expanded its investment expertise internationally.
02/09/2022
The opening of the new office in Zug is the latest development in the firm's commitment to strengthen and grow its presence in the region.
02/09/2022
This is a tremendous recognition of the team’s hard work in delivering a high quality client service
02/09/2022
Excellent investment performance and clear focus lead to strong result.
02/09/2022
Rising inflation has become an increasing concern for many people in the UK. Mitigating it means understanding how best to manage your personal wealth.
02/09/2022
Cinerius Financial Partners helps IAMs run more efficiently while keeping their independent identities, says founder Christoph Lieber.
02/09/2022
The new alternatives fund invests in property, commodities and absolute return to give diversification to advisers’ clients’ portfolios and to counter times of equity market volatility.
02/08/2022
Bank customers are very loyal, Hamers says and it’s never a good thing when a competitor has problems,because the reputation of all banks suffers as a result.
02/08/2022
The synergies between the two businesses are also extremely apparent.
02/08/2022
With more than 20 years in the financial industry, Kelley Dunlap has been a partner of The Curtis Team at Stifel since 2011.
02/08/2022
Building wealth often means borrowing funds up front to fund a potentially significant opportunity.