07/04/2019
“BNP Paribas Wealth Management, through its European anchoring and international coverage, is positioning itself as a preferred contact to guide members of FrenchFounders on these specific issues.”
07/04/2019
Buck's reemergence in the banking industry lends hope to the roster of Swiss bankers ensnared in criminal scandals over tax evasion or money laundering in recent years.
07/04/2019
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
07/04/2019
Poor past experience and disappointing recent returns have challenged the recovery of hedge fund demand, especially in Asia where the asset class is more often associated with high octane returns rather than risk management.
07/04/2019
C. Hoare & Co. has been in business for more than three hundred years, and the family that founded it is still running the show.
07/04/2019
Switzerland's Fittest Private Bank Resides in Basel
IFBC also included a ranking of the most efficient private banks
07/04/2019
Quilter said in its results for the year to end-December its life assurance business saw net outflows of £2.3bn in 2018, up from £1.6bn in 2017.
07/04/2019
It is working with Rothschild & Co. on the deal, the people said.
07/03/2019
The $7.6-billion AUA, New York City RIA invests in Kate Mulvany and Helena Jonassen -- both US Trust vets -- and Stephanie Hackett, formerly of Brandywine
07/03/2019
The company said it had agreed "non-binding heads of terms" for a potential equity investment, with the investor set to become a shareholder in the business as part of the deal.
07/03/2019
Being recognized by Kiplinger’s as the Best Bank for High-Net-Worth Families for a third-straight year affirms we are building a high tech, high touch relationship with our clients.”
07/03/2019
Kleinwort Hambros: Maintaining a high-touch personal service
Paul Kearney, head of private banking at Kleinwort Hambros, says that there are two overriding prerequisites for success in the competitive private banking market: relevance and efficiency.
07/03/2019
Performance over the past 10 years was moderate with total private wealth held by people living in South Africa rising by 13 percent from $575 billion in 2008 to $649 billion in 2018.
07/02/2019
Standard Chartered is expected to continue its digital expansion in African markets with another launch planned in September for Nigeria.
07/02/2019
SMP Group secures major Jersey acquisition
David Hudson, Group CEO of SMP Group, added: ‘When we announced our management buyout, we spoke of quickly building momentum in the growth of the group. This deal represents the first step in delivering on that promise.
07/02/2019
AFH has £5.4bn of assets under management and 12 offices around the UK.
07/02/2019
The father- and son-in-law team collectively generated roughly $1 million over the previous 12 months
07/02/2019
The Swiss bank’s stock has languished against all-time highs in the wider Swiss market.
07/02/2019
"Our top priorities are building the private wealth advisory business and supporting financial advisers with Clime's quality investment products and lastly, acquisition opportunities as they arise" Bristow told Financial Standard.
07/02/2019
Market-volatility will likely be lucrative for some, but for private investors looking for somewhere else to put their money besides the bank, private assets can be a key part of their portfolio's construction.