08/19/2019
His goal is to bring on new teams and money to return to profitability; last year, Falcon's losses deepened to 32 million Swiss francs, from 28 million francs the prior year (when owner Adu Dhabi had to pump money in).
08/19/2019
"This review identified matters involving client rectification costs and legal expenses of $1.1 million. Our commitment has always been that when we make errors, we rectify them," Tong said.
08/19/2019
This group has traditionally required portfolio analytics, performance, and associated market data to service their clients.
08/18/2019
A merger would propel them into the top five British wealth managers by assets, and would broaden its offering to include tax advice and other financial-planning services provided by S&W through its accountancy arm.
08/18/2019
Rathbones is a marauding hunter. Fiercely independent, the wealth manager, valued at £1.2bn, is on the prowl for deals.
08/16/2019
Eva Sheppard, partner at Stonehage Fleming, gets us up to speed on the main trends and observations she has noticed in the family office space right now.
08/16/2019
The situation remains fraught, two months after the original incident, which saw Donovan apologize – but not fast enough for UBS to lose a key Chinese deal.