04/13/2020
How Angolan Elites Built a Private Banking Network to Move Their Riches Into the European Union
The network sent at least $324 million through its banks, with most of the funds originating in Angola.
Wealth and Asset Management
04/12/2020
U.K. Taps Fintechs and Queen’s Bank for Business Rescue Push
Borrowers have faulted banks as too slow to make crucial loans
04/09/2020
A year of extraordinary growth
One particular new launch attracted interest, the Listed Index Fund J-REIT (Mini) ETF which raised USD10 million in June and was at USD60 million by the end of 2019.
04/09/2020
Brown Shipley finishes NW Brown integration
This region is a hotbed of innovation and entrepreneurialism and this acquisition provides significant opportunities for us to grow here.
04/09/2020
Goldman Tells Rich Clients U.S. Stocks Promise Best Returns
Strategists expect a V-shaped economic rebound after crisis
04/09/2020
Butterfield to Announce First Quarter 2020 Financial Results on April 30, 2020
Butterfield executives will also host a conference call for investors
04/09/2020
Yvan Gaillard: «Bank Syz to Expand in Zurich, Geneva and Turkey»
Although the bank was founded in Geneva, the roots of the Syz family go back to Zurich. In this respect, it is natural that we now want to expand our business in German-speaking Switzerland.
04/09/2020
How the best advisers are keeping business running as usual
Video conferencing isn’t just for clients.
04/09/2020
Sionic Expands Global Reach with New Luxembourg Base
We’re continuing our growth across financial services with the establishment of a new capability in Luxembourg
04/09/2020
Why patience is a virtue by Canaccord Genuity Wealth
Very little has been priced into corporate earnings yet, to reflect the massive drop in economic activity which has started in western countries.
04/08/2020
First Republic Bank Announces First Quarter 2020 Earnings and Conference Call Date
First Republic Bank will conduct a conference call
04/08/2020
St James Place boss’s bonus is cut after rewards furore
It has almost 4,000 self-employed financial advisers, serving about 700,000 clients with between £50,000 and £5 million in non-property wealth.
04/08/2020
HSBC Expands Wealth Portfolio Intelligence Service
As the enhanced WPIS covers all the major elements of a multi-asset wealth portfolio
04/08/2020
Credit Suisse Taps Rich Clients to Boost Lending During Rout
Bank offered 2% interest to park cash for more than a year
04/08/2020
ETFs: a critical tool for managing millennials’ wealth
ETFs allow wealth managers and advisors to create lighter, cheaper models and reduce trading costs
04/08/2020
IQ-EQ’s Laura Kearns shortlisted for Jersey Finance Rising Stars award
Hosted by Jersey Finance, these prestigious awards aim to reward and celebrate the successes and achievements of the young talent working within Jersey’s finance industry.
04/08/2020
Withers helps set up masks4NHSHeroes fundraising
The Withers team, including Richard Cassell, Alana Petraske, John Huxley, Chloe Harris and Katy Crofton has advised on a pro bono basis on charity registration and gift aid in the context of a short-term project with very focused objectives.
04/08/2020
Emerging Wealth: When is the right time to set up a Family Office and what are my options?
Years of reliance on the most loyal of lieutenants – the trusted 40 plus year veteran of the C-suite and board room within the family business, who are within the inner sanctum of the family enterprise
04/07/2020
Norway’s Wealth Fund Wants More From Brokers at End of the Day
The papers have previously covered topics such as corporate sustainability reporting and informational asymmetries in foreign exchange markets.
04/07/2020
UBS to Advisors: Consider Paying Virus Bonuses to Support Staff
The payments cannot be made through “business builder” expense accounts that UBS gives brokers as a benefit because the tax-friendly accounts are earmarked for “non-compensation” purposes, the broker complained.