04/03/2020
Virus Boosts Rich Asian Interest in Sustainable Investing Trend
“That is the major difference that we have seen.”
Wealth and Asset Management
04/03/2020
HSBC PB joins female-focused network in Asia
HSBC Private Bank is one of the founding partners of the WealthiHer network in the UK and in Asia.
04/03/2020
DBS’ Marc Lansonneur on Combining Art and Science for Private Banking of the 2020s
Lansonneur begins by considering the state of play in the private banking and wealth management market in Asia, noting that there are more and more online brokerages and FinTechs competing and driving commissions down for execution and even custody.
04/03/2020
Reuss Private pays no dividends despite 27% rise in net income
‘As entrepreneurs, we are on an equal footing with our partners and customers – this is an advantage that should not be underestimated compared to the larger banks.’
04/03/2020
Laidlaw partners SpiderRock Advisors to boost investment capabilities
Laidlaw has operations in New York City that serves as its base along with London, San Francisco, Greenwich, Boca Raton, Toms River, and Melville.
04/02/2020
Hightower Makes Strategic Investment in Wellspring Associates
Wellspring, a specialist in estate planning and intergenerational wealth transfer, will act as a resource for Hightower advisors seeking estate and tax planning solutions for affluent clients
04/02/2020
The Art Market Adjusts: Alternate valuation dates for estates
The tax code has a mechanism for accounting for such estate value changes
04/02/2020
Gendered financial inequality in light of Covid-19 - comment from Close Brothers
Female workers are twice as likely to have less than £5,000 in workplace savings compared to their male
04/02/2020
Morgan Stanley Wealth picks off Credit Suisse advisers
There's never a dull moment in the highly competitive world of private banking.
04/02/2020
Wealthy U.S. Investors and Business Owners Look Hopefully to Long Term
Investors see the coronavirus subsiding by midyear, a UBS poll finds.
04/02/2020
Millennials drive asset managers to change course on ESG
Some reports have suggested £5trn globally is expected to be handed down to the next generation over the next few years.
04/02/2020
Covid-19: Relaxation of Directors' Duties
This is undoubtedly good news for directors who are having to respond to the fast moving challenges posed by the COVID-19 pandemic
04/02/2020
We are delighted to announced we have been nominated at the 2020 Citywealth Brand Management and Reputation Awards
ZEDRA is focused on building a strong digital presence.
04/02/2020
Shifting ground: Corporate governance for real estate clients in light of COVID-19
The preservation of value, as well as the safety of tenants and visitors, is coming into focus in the current climate.
04/01/2020
JTC Acquisition of Sanne's Private Client Business
Having previously advised on the acquisition by JTC of the Minerva Group, Collas Crill continues its representation of the group with the Sanne acquisition which is capped at £12 million in cash, upon completion of migration.
04/01/2020
Bankers' salaries: who is top earner and who earns top
Julius Baer, GAM or Leonteq have also had to go through their remuneration systems in recent years in order to better align them with the interests of shareholders.
04/01/2020
CreditEase Wealth Management Wins Five Best Wealth Manager Awards
Due to the requirements for detailed benchmarking in the selection process, the APB wealth management award is considered as one of the most respectful and competitive honors in the wealth management industry.
04/01/2020
Asiamoney China Private Banking Awards 2020
Overall best state-owned private bank Best private bank for international network Bank of China Private Banking
04/01/2020
COVID-19 special: Spotlight on sectors
The Nikko AM team has provided a brief outline of some of the issues that we see across the major sectors.
04/01/2020
Swiss bank Vontobel plans to open Milan office, eyes business after epidemic
Vontobel’s wealth management business for Italian clients, previously managed out of Zurich as well as from Italian-speaking Locarno and Lugano in Switzerland, will be handled by a larger team it wants to build up in Milan.