11/16/2020
Private banking provides wealthy clients with personalized bankers and perks like exclusive events
Not all private bankers focus on investments, whereas wealth management firms place a huge emphasis on building your investment portfolio. Wealth management also concentrates on financial planning and advising.
11/16/2020
Future of Work: Key Findings from the State of Remote Work Report
The first line of the recently released State of Remote Work report states, “2020 is the year the world went remote.”
11/16/2020
Digital wealth manager StashAway officially launched in the United Arab Emirates
StashAway co-founder and CEO Michele Ferrario said when it realised that the gap in wealth management options also exists in MENA, it was an obvious decision to expand its services, starting with earning our license in the DIFC.
11/16/2020
Thomas Mueller: «Some Banks Want to Prevent Open Banking»
But questions of technology are not the key point when it comes to bringing Switzerland further forward in open banking.
11/16/2020
The status of Downing Street’s head of communications was threatened because Johnson wanted to appoint Allegra Stratton as his press secretary.
11/16/2020
The acquisition supports FNZ’s long-term strategy of expanding the accessibility of wealth management services in the South African market.
11/16/2020
Weber played down the chances of mergers in the interview with NZZ am Sonntag.
11/16/2020
Trusts and foundations are particularly appropriate because they can implement clear guidance from the original wealth-holders about how they want their capital invested through defined purposes or objects.
11/13/2020
On the lending side, borrower relationships are key with new names entering the creditor space, alongside an increase in alternative lender activity.
11/13/2020
Only half of investment houses will still exist by 2030 as size becomes crucial to success, research predicts
11/12/2020
Winners will be announced at the Funds Europe virtual awards ceremony later this month.
11/12/2020
DBS Private Bank sees strong demand for family-office services
The family offices that DBS PB has helped to establish have on average assets of around US$150 million.
11/12/2020
Swiss wealth manager's key shareholder is handing over to the third generation
EFG today also provides an update on its financial performance and announces changes to its Board of Directors.
11/12/2020
The contemporary corporate workspace designed with sustainability in mind has an expansive client reception area with seven meeting rooms and three boardrooms with state-of-the-art facilities and excellent infrastructure
11/12/2020
Achieving these two standards is considered a high benchmark for the industry, with only 24 out of more than 5,500 financial advisory firms in the UK achieving both.
11/12/2020
Together, our mission is to enable clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.
11/12/2020
Cidel wins “Digital lnnovator of the Year” Award
It is this commitment to innovation and excellence that has allowed the bank to become a key player in the UHNW space, and consequently to win such a coveted award.
11/12/2020
Why are wealth managers looking to the Channel Islands in these tumultuous times?
The country has established a reputation as a leading investment and wealth management hub, backed by a transparent judicial system and stable political system.
11/12/2020
Alongside a directory of 676 solution providers, the report features 20 informative articles and interviews and more than 30 featured solution provider profiles.
11/12/2020
Both funds are managed by veteran European equities investor Matthias Born, who has grown assets under management (AUM) in these strategies to over EUR538 million (GBP461 million) and EUR111 million (GBP103 million) respectively.