12/11/2020
Liontrust targets cheaper fees as four funds put on watch
Liontrust also raised wider concerns about eight of the funds in its range.
Wealth and Asset Management
12/10/2020
Wealth tax plan provides cover to increase existing taxes
“A one-off levy on private wealth could be tempting for policymakers because a 1% tax on assets could provide a one-stop-shop to repair public finances, by raising £260bn with a single measure.
12/10/2020
Labuan IBFC: Home to 3 Digital Banks, 2 Digital Securities Exchanges and 19 Crypto Trading Platforms with 46 Digital Players Approved Since 2017
Growth in Digital Family, testament to the jurisdiction’s progressive approach in embracing the digital revolution
12/10/2020
These are the Golden Visas HNWs are hoping to secure for Christmas
International real estate experts on residency and citizenship through investment, Astons, reveal which residency and citizenships are top of the Christmas list for global high net worth investors looking to obtain a new passport for Christmas.
12/10/2020
World’s Best Private Banks 2021: Middle East
Large, fast-growing institutions based in the region are building up their private banking capacities, testing global ambitions and preparing for a generational wealth transfer.
12/10/2020
Crescent Wealth recognised for its stance against nuclear weapons
The recognition comes from Quit Nukes, a joint initiative of the Nobel Peace Prize-winning International Campaign to Abolish Nuclear Weapons and the Medical Association for Prevention of War.
12/10/2020
IQ-EQ crowned in prestigious 2020 STEP Private Client Awards
This year’s awards attracted a record number of entries worldwide – 319 submissions received from 27 countries – and was judged by a practitioner-led panel of industry experts.
12/10/2020
World’s Best Private Banks 2021: Western European
Technological savvy and a focus on entrepreneurs and business owners are helping Europe’s best private banks to weather the Covid-19 storm.
12/10/2020
More Asset Management Woes for Credit Suisse
“Due to independent strategic decisions by the two ultimate institutional investors this year, these entities will discontinue to participate in reinsurance activities for 2021,” Credit Suisse said in an emailed statement.
12/10/2020
World’s Best Private Banks 2021: Asia-Pacific
Asia’s HNWIs are a sophisticated and fast-growing market—and banks have noticed.
12/10/2020
Bank J. Safra Sarasin announce the passing of Mr. Joseph Y. Safra
Mr. Safra was born in 1938 in Lebanon and immigrated to Brazil in the 60's continuing his father's business and building the solid foundations of the J. Safra Group.
12/10/2020
Landmark Third STEP Private Client Award For Accuro
The STEP awards have been compared to the ‘Oscars’ of the private client industry by insiders.
12/10/2020
Why Wealth Advisers Urge Active Planning for Philanthropy
With a well-thought-out plan, philanthropic capital can achieve double and triple goals at once.
12/10/2020
Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
12/10/2020
Quilter Is Reviewing Possible Sale of International Operations
Quilter as a whole had about 109.5 billion pounds under management at the end of the period.
12/10/2020
Credit Suisse wealth management clients boost commitment to flagship Seasons Global private equity program
This innovative investment concept was designed to reduce net-out-of-pocket cash investments whilst magnifying returns.
12/10/2020
O’Keeffe Financial Partners Chooses Kestra Financial
Family-run practice seeks top-tier technology upgrade
12/09/2020
Investec self-service onboarding removes the pain points for business clients
Investec Corporate and Institutional Banking recently piloted a self-service onboarding process for clients.
12/09/2020
Citi's Jane Fraser: «Singapore Is Our New Wealth Hub»
The decision was not difficult to make given the hub’s current profile
12/09/2020
Lido Advisors Acquires Sterling Bancorp Subsidiary Quantum Capital Management’s Wealth Management Business
Deal set to close before 2021 bolsters present and future growth strategy in San Francisco with addition of highly experienced advisory team