02/03/2020

Advisers clash over fees as competitor enters

Peter Emery, manager director at Emery IFA, criticised Bancroft’s flat fee approach as “clients do not all have the same needs” and so to charge them all the same would be “unwise and unfair”.

02/03/2020

Banque Bonhôte expands into Solothurn

The bank, which has its headquarters in Neuchâtel, has been active in German-speaking Switzerland since 2002, under the leadership of Philippe Borner.

01/31/2020

Julius Baer - Guide to an industry at a crossroads

The entire sector is struggling with high costs, caused by the massive increase in complexity in the cross-border business and - in view of the completely changed business environment - customer advisors who are still being paid in the prince.

01/31/2020

Estera Wins 'Trust Company of the Year'

The awards, announced in London on Wednesday 29 January 2020, recognise outstanding achievements in Estera’s Bermuda and Cayman Islands offices as well as the expertise of the firm’s team in Luxembourg.

01/31/2020

Goldman Sachs to increase private wealth adviser headcount

Goldman Sachs chairman and CEO David Solomon said: “We are resolute in fulfilling our purpose of putting capital and ideas to work to evolve organisations, accelerate global economies and amplify personal prosperity.