09/28/2020
Julius Baer Weighs Opening U.S. Business, Buying LatAm Firms
Sanchez has previously said the bank ranks roughly sixth or seventh among international private banks in the region.
09/28/2020
RBC takes £9m stake in Brooks Macdonald
According to stock market filings, RBC bought a 3.1% stake on 23 September when the stock was trading at an average price of £18.10.
09/28/2020
What families can teach wealth managers
An unprecedented global threat, the coronavirus looks set to change the way we think, work and live -- not only in the short term but also in the long term.
09/27/2020
Though the list itself is yet to be published, speculation is mounting that HSBC, a big player in the dollar clearing market, could be on it.
09/27/2020
So far this year, there have been some 362 transactions across the capital for £3m or more and high-end homebuyers have paid an average of £4,975,462 to get on the top tier of the London property ladder.
09/27/2020
Count Oliver of Wurmbrand-Stuppach launches Ambassadors Club in Dubai after months of delays caused by the coronavirus pandemic
09/25/2020
Since early August, gold prices have traded in a tight range, between 1900 and 2000 per ounce.
09/25/2020
Over the course of 2020, HSBC Private Banking has offered eligible clients a diverse mix of alternative solutions and seen the number of clients investing in alternatives up by 30 per cent on 2019.
09/25/2020
Schroder UK Public Private co-manager Tim Creed jumps on board for trust with similar investment universe
09/25/2020
Technology adoption is no longer a matter of simply driving growth and product innovation, rather, it is about surviving the current crisis and even thriving under it.
09/25/2020
The latest CFTC data bears this out.
09/25/2020
‘Roughly two thirds of customers invest for the first time. They often will not invest all of their money in us,’ he said.
09/25/2020
The former chairman of the AMP and president of SFAMA is president of the new association.
09/25/2020
As UK financial planning firm agrees eighth M&A deal of 2020
09/25/2020
This is a big positive change versus the response post the Global Financial Crisis
09/25/2020
In a Q&A with Wealth Manager, Schroders global HR boss Emma Holden explains what the firm has put in place that has led to a lower turnover rate for female managers than male.
09/24/2020
The FinCEN Files investigation exposes tensions between British bank’s New York and London operations.
09/24/2020
High net worth individuals will help drive business growth in bay area, says Moody's
09/24/2020
As it targets offshore investors from Argentina, Panama and Uruguay
09/24/2020
In 2015, we decided to sell the trust company – so I led the management buy-out of that part of the business, which was backed by Bridgepoint and became Estera.