03/25/2021
Vincent Taupin: «Edmond de Rothschild Doesn't Need New Shareholders»
The private bank had a strong year in terms of both asset raising – 2 billion Swiss francs – and performance of clients’ portfolios.
03/25/2021
Managing Partner of Evans May Wealth was named a Best-in-State Wealth Advisor earlier this year
03/25/2021
This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
03/25/2021
Advice M&A market is ‘incredibly active and competitive’ with ‘principals that genuinely want to sell’
03/25/2021
History doesn’t repeat, but we believe the current environment rhymes with the 1950-1965 period.
03/25/2021
How will the industry shape up post-pandemic?
03/25/2021
Family offices, high net worth individuals and wealthy families are increasingly considering private fund structures to hold their investments.
03/25/2021
Recent studies have shown that vulnerability can be exacerbated by the processes of firms if it isn’t taken into account.
03/25/2021
Today in a complex regulatory market, Donor Advised Funds provide enormous flexibility around donations, possible tax reliefs and the onward distribution of investment of that gift.
03/25/2021
BlueStar will work with House of Wealth to manage a long-short European equity fund.
03/24/2021
The investment from TA Associates will support the company's growth plans alongside current backer Synova.
03/24/2021
Hong Kong managers back Wealth Management Connect
A further 63% of respondents said that the WMC would positively impact their business and 20% of those respondents expect their business to grow between 10 and 20% as a result of the initiative.
03/24/2021
The transition is expected to begin in the second quarter, the Swiss bank said.
03/24/2021
Partnering with Sharegain allows us to provide a digital securities lending solution that is flexible, scalable and easily integrates with our clients’ existing systems.
03/24/2021
The acquisition strengthens and compliments ZEDRA’s existing fund and related corporate service offering in Luxembourg
03/24/2021
The future CS Chairman António Horta-Osório is facing a Herculean task the size of which he hardly has been anticipating.
03/24/2021
Swiss Investors a Tough Nut to Crack for Banks
When it comes to risky investments such as Bitcoin, the Swiss population remains rather cautious.
03/24/2021
Exclusive: Liechtenstein IAM liquidated
The FMA said the company’s ‘authorisation under the Asset Management Act expired by written waiver as of 28 October 2020.’
03/24/2021
Sovereign Group acquires Gibraltar firm
The rebranded entity will trade alongside Sovereign’s own trust and company management division, under the management of Sovereign Trust (Gibraltar) Managing Director, John Blake.
03/24/2021
A high volume of transactions fed into recurring revenue in both its main arms, private banking and asset management.