12/03/2020
The value of global transactions has risen more than a third to $1.8 trillion since July, data compiled by Bloomberg show, in what has been a sharp recovery from the pandemic-hit first half.
12/03/2020
The fund will have further closures in 2021, targeted at institutional investors.
12/03/2020
The collection of individuals who were publicly open to higher wealth taxes explained that by taxing their wealth, the government could inject the funds into the economy in ways that benefit more of the population.
12/03/2020
The fact is there are too many risks associated with trying to predict or ‘time’ the market he explains.
12/02/2020
The latest edition of the well-known “Customer Letter” from Baumann & Cie Banquiers is also a farewell note.
12/02/2020
Bank opens exclusive centre for Signature customers at Central headquarters
12/02/2020
Since then, it has trained 640 advisors and relationship managers on remote interviews, carried out almost 11,000 Zoom appointments, and saved almost 900,000 sheets of paper.
12/02/2020
The traditional model of charitable giving is changing, with donors looking to solve problems and make a real impact
12/02/2020
The Magic Circle Awards aim to celebrate the best of the best within the global private wealth industry.
12/02/2020
An out of the ordinary partner, in out of the ordinary times
This prestigious international award is testament to the continuous evolution of our One Place™ philosophy and our partnership with our clients and their families.
12/02/2020
Donors feel better and more in control for taking some positive action during the crisis, and companies have gained valuable recognition for stepping up to help.
12/02/2020
We observed that positive contributions from efficient investment in human capital have a greater significance for companies with lower labour productivity.
12/02/2020
Our capital position remained robust
12/01/2020
Revealed: All the winners at the 2020 PA Wealth Partnership Awards
Quilter Cheviot and Baillie Gifford scoop two awards each
12/01/2020
Lloyds of London & DHS Announce Wealth Management Strategic Partnership and Agreement to Manage £80bn of Lloyds Assets
This strategic partnership will combine DHS’ investment and wealth management expertise and technology capabilities with Lloyds’ significant client base, multi-channel distribution and digital capabilities.
12/01/2020
Ex JBWere GM Launches HNW Advice Firm
A former general manager of advice at NAB-owned private wealth manager JBWere has launched an advice practice catering for the holistic wealth needs of high-net-worth and ultra-high-net-worth clients.
12/01/2020
EBRD and EU providing €5 million loan to Sparkasse Bank BiH
Furthermore, the loan will spur business investment in more modern equipment and production facilities, which are expected to become a catalyst for a green recovery in Bosnia and Herzegovina and the wider region.
12/01/2020
Just 57% said they knew what the account paid.
12/01/2020
M&G and Polygon Partners commit to purchasing 6 million shares in £5.3m placing to fund the deal
12/01/2020
All said the equity oil sector may see some profit taking in the near term.