12/22/2020
It is estimated that the overall wealth management market comprises about 12,000 advisory firms, of which almost 3,000 are owned by principal owners already in their 60s, or turning 60 in the next couple of years.
12/22/2020
Interest in Nomura is driven not only by its research capabilities in Japan’s economy and industry but also by the country’s experience in undergoing challenges that China now faces.
12/22/2020
IQ-EQ is up for the title of ‘Trust Company of the Year’ for both Hong Kong & Singapore and Guernsey for the second consecutive year.
12/22/2020
The person would be in charge of developing and expanding the institution’s business within the Wil and Toggenburg areas.
12/22/2020
China’s affluent investors have been the biggest winners from its economic boom
12/22/2020
Deal adds around £500m in assets under management
12/22/2020
The bank has begun internal testing of a new automated investment service ahead of a broader rollout early next year, according to an email obtained exclusively by CNBC.
12/22/2020
This macro reflation scenario has been confirmed week after week by economic data and is supported by the promise of ongoing accommodative support from central banks.
12/21/2020
Thomas Gottstein seeks to move on from a year that began with corporate spying scandal and was punctuated by legacy issues
12/21/2020
Both companies are going through a period of change and it simply wasn’t the right time.
12/21/2020
Private equity investment has become a prominent theme in the wealth management landscape in recent years.
12/21/2020
Julius Baer ultimately took the region – and others – through a review last autumn, two sources familiar with the matter told finews.com.
12/21/2020
The founder of Sandaire, Alex Scott has remained with the business and taken the role of Chair of Schroders Global Family Office Services.
12/21/2020
Academics have argued for years that the US is past its best.
12/18/2020
The survey highlighted that the majority (84%) of asset managers have lost investors to digital-first disruptive competitors in the previous 12 months.
12/18/2020
The new fund is aiming for its first close imminently and will be targeting a total AUM value of £50 million.
12/18/2020
Ocorian have been a great company to grow into a career with.
12/18/2020
Schroder BSC Social Impact Trust plc has today announced that it has raised gross proceeds of £75 million.
12/18/2020
Judged by an international panel of highly respected practitioners from all private wealth sectors covering all the jurisdictions, the winners are those judged to have excelled in achievement, innovation, expertise and service.
12/18/2020
Guernsey has also been forefront in the development of world-leading green products and services - including launching the world's first green fund regime in 2018.