07/09/2020
The 10 Domains of Family Wealth Supplement
The 10 Domains model recognizes that comprehensive UHNW wealth management extends far beyond the realm of investments, taxation, risk management, and legal matters alone.
Wealth and Asset Management
07/09/2020
For any family, agreeing a shared purpose is often the first piece of the puzzle
Agreeing a purpose for family wealth is often the first piece of the puzzle.
07/09/2020
Charles Stanley advice revenues jump 35%
Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago
07/08/2020
RBC Promotes a Top Broker to Lead $12 Billion-Asset Minnesota Complex
Her management promotion comes amid a growing awareness of the lack of gender and racial diversity among advisors and managers that has been sharpened by recent Black Lives Matter developments.
07/08/2020
Creating Wealth: Taking successful business experience overseas through a joint venture
In order to ensure the venture was a success, they required help with legal, regulations and finances and in effective implementation of various governance, banking and accounting processes.
07/08/2020
Credit Suisse aims for 100% of securities venture in China growth plan
Credit Suisse has placed great faith in Hu, a “veteran investment banker” who has been with it for almost two decades, to grow its business in China, where the timing of it gaining full ownership of the venture is in the hands of regulators.
07/08/2020
Biden Our Time
With Independence Day over the weekend it seems an appropriate time to turn attention to the USA and November’s poll, and the democratic candidate who has his sights set on the White House.
07/08/2020
VP Bank to take over Swedish bank’s PB business in Luxembourg
The institutions decided not to disclose the purchasing price for the transaction, which is expected to close by January 2021.
07/08/2020
Here is why Morgan Stanley (MS) recent weekly performance of 3.76% shouldn’t bother you at All
In response to the ten-fold increase in the number of family offices since 2008, the report provides a broad discussion of best practices that address the key questions Morgan Stanley single family office clients raise most often.
07/08/2020
Liontrust ups dividend as assets jump 27%
Liontrust’s Aum stood at £16.1bn as at March 31 — 27 per cent more than the £12.7bn measured last year.
07/07/2020
Swiss Bank Joins With Major Crypto Exchange
Support for these major currencies will ensure that traders and investors can start trading against Kraken’s listed crypto assets.
07/07/2020
Philippe Oddo: Bank consolidation in the fine French way
Landolt & Cie employs 70 people at six locations in Switzerland; at Oddo there are around 2,300 spread across Europe and the Middle East.
07/07/2020
Govt should entice HK investors to move to Australia: Wealth manager
Ordinarily, Australia would be one of the more attractive destinations for Hong Kong expats
07/07/2020
Ex-Brewin and SJP wealth manager launches IFA referral service
It meets a ‘clear niche in the market’ and aims to achieve ‘significant growth in the coming years’
07/07/2020
Wealth management firms among those that have taken PPP loans during coronavirus pandemic
The loan program was created under the $2 trillion-plus CARES Act passed by Congress in March.
07/07/2020
The COVID Sales Conundrum: your pipeline will determine how quickly you bounce back
The current economic crisis, driven by COVID, is highlighting just how important a powerful distribution engine is.
07/07/2020
Japan’s Richest Person Sees Wealth Soar To $29 Billion As Shoppers Flock Back To Uniqlo
But with lockdowns easing, shoppers are returning, more so in Asia.
07/07/2020
UBS launches shareholder activism tool – UBS GUARD
Public companies are then able to take critical preventative action and arm themselves against future attacks, even before a move on the company is made.
07/07/2020
How HSBC’s team of advisers is preparing UHNWs for the future
As far as wealth planning goes, that’s no bad thing, says Jeremy Franks, HSBC Private Banking’s head of wealth planning and advisory for EMEA.
07/07/2020
Why the Channel Islands for Private Investment Funds?
Neither of the private fund regimes in the Channel Islands requires a prospectus to be drafted or published and this clearly has the potential to save cost and time.