09/09/2020
At a time when face-to-face meetings haven’t been possible, that often meant sitting with clients in their homes via videoconferencing, creating a strange sort of intimacy as some showed their full distress.
09/09/2020
SBM Bank India launches marquee product SBM Private Wealth for affluent customers
SBM Private Wealth Investment banking structure will also be supported by the Group’s international network, the release said.
09/09/2020
REInvest buys 30 Lombard Street office asset in London for £76m
Net sale proceeds of £68.5m will be used to pay down debt, prior to further investment in new acquisitions and portfolio opportunities.
09/09/2020
The private bank’s pre-tax profits dipped by 63% in 2019 due to £3.6m in costs related to a new IT platform provided by rival Lombard Odier.
09/08/2020
The certificate will go live on October 5, 2020
09/08/2020
We are delighted to announce that Ocorian has again been recognised as a Tier 1 trust company in the 2020 eprivateclient Top Trust Company rankings.
09/08/2020
As it poaches Quilter Cheviot fund analyst to become head of research
09/08/2020
Asset management has been no exception to this trend, with the sector increasingly prioritising digital transformation in recent years.
09/08/2020
The move illustrates the lengths many of the world’s richest people go to to protect their wealth.
09/08/2020
This is even more amplified in Asia due to a hands-on investor culture coupled with a high share of active trading, leading to more need for manual interaction with clients.
09/08/2020
It is the adviser firm’s fourth acquisition of the past two years and brings its total assets under management to £1.2bn, managed by about 40 advisers.
09/08/2020
As a Family Partner and Steering Committee Member, Maitri will support the network’s learning and educational initiatives, aimed at helping families navigate strategic shifts in the evolution of their business.
09/08/2020
Geneva-based group to unveil commodities and thematic strategies as part of new push.
09/08/2020
Almost 50 positions poised to be declared redundant by October
09/08/2020
As a result, operating income of 14.1 million francs was 50 percent higher than at the same time in the previous year, as the Swiss subsidiary of the Danish Saxo announced on Tuesday.
09/08/2020
Customers can make reference to the past performance of asset allocation portfolios and customise their own asset allocation
09/07/2020
Asia Risk Awards 2020
09/07/2020
Asia Risk Awards 2020
09/07/2020
A study in the Journal of the American Medical Association found that "lung cancer patients undergoing radiation were less likely to survive following the disruption of their treatments during a hurricane disaster".
09/07/2020
Business Insider quotes UBS chief investment officer of global wealth management Mark Haefele: “Stocks are still well-supported by a combination of Fed liquidity, attractive equity risk premiums and an ongoing recovery as economies reopen from the l