09/07/2020
Bahamas Financial Services Board shortlisted for prestigious 2020 best international financial centre award
The European sector has been tested as never before by the pandemic and the suppression methods governments have taken.
Wealth and Asset Management
09/07/2020
DBS named best bank globally for third consecutive year
DBS Bank is exemplary of a bank that was ready for the sharp rise in demand for digital banking services during the pandemic."
09/07/2020
Intertrust Group acquires client portfolio of Van Doorn AG in Switzerland
With the increasing complexities of international business, clients joining the transition will benefit from Intertrust’s global network and its tech-enabled solutions.
09/07/2020
Sanctum Wealth: The Great Disconnect
Effectively, markets now stand assured that Fed will hold off hikes even if inflation spikes beyond 2% temporarily and hence, rates will stay lower for longer (consensus is until 2023).
09/06/2020
Wealth management gets digital intervention
But best option for the future will be to mix it up with human element
09/06/2020
From organizing portfolios to educating heirs: Total wealth management for the superrich
Amid an increasing number of affluent people in Korea, Samsung Securities launches a multifamily office similar to Goldman Sachs, UBS
09/06/2020
The world's largest wealth manager explains why traders should stay invested amid the market's latest downturn — and offers 3 specific recommendations
"Stocks are still well-supported by a combination of Fed liquidity, attractive equity risk premiums, and an ongoing recovery as economies reopen from the lockdowns."
09/04/2020
The value of the holistic approach
By focusing on a variety of services for clients, advisors can truly provide peace of mind, writes Mark Bertoli
09/04/2020
Jeff Bezos, Elon Musk lead tech wealth retreat as $44 billion evaporates
Amazon.com Inc. founder Jeff Bezos led the way, dropping $9 billion as shares of the e-commerce giant fell the most since June
09/04/2020
Net New Money Surges at DBS Private Bank
The bank has benefited from its traditional markets in the ASEAN or Greater China region
09/04/2020
Credit Suisse CEO Wants Wealth Boost
New CEO Thomas Gottstein indicated he wants to reinforce Credit Suisse's four-year-old «bank for entrepreneurs» push.
09/04/2020
Why Succession Planning in a Pandemic is a Once in a Generation Opportunity toTransfer Wealth
More than a quarter (28%) of the next generation cohort of family leaders surveyed by Campden Wealth with RBC for the new study The Next Generation of Global Enterprising Families Shaping Tomorrow,
09/04/2020
International Financial Centres have a proven track record when it comes to successful wealth transfer
The Covid-19 pandemic has prompted families to reflect on their succession planning.
09/04/2020
'We are not comfortable with the rally': Geneva wealth managers
Forum Finance Group managing partner Egon Vorfeld and CIO Nigel Turner did not look for protection by selling their equity positions.
09/04/2020
DBS Says Rich Asians Are Hoarding Cash for Post-Virus Deals
Clients are considering financial assets, e-commerce and logistics businesses with funding gaps.
09/04/2020
The Pandemic and Pay: A Hot Investor Topic
In their latest quarterly report, Amy Wilson, their sector lead for retail, writes: “Companies that lay off workers after taking government hand-outs are being closely scrutinised by investors and the public."
09/04/2020
Wealth manager targets small advisers with £10m warchest
“Many consolidators just buy to build up assets under management with little regard for cultural fit.”
09/04/2020
Butterfield Expedites Onboarding For Work From Bermuda Certificate Holders
This will allow approved applicants in receipt of a Certificate to open a new Butterfield account without valid address verification documentation.
09/04/2020
Danske Bank to compensate more customers for over-charging
The bank said the findings came after reviewing similar problems with its Flexinvest Fri product, for which the country’s financial watchdog had reported Danske to the police.
09/03/2020
Lombard Odier Investment Managers launches China High Conviction strategy
Strategy targets opportunities arising from the continuing shift towards high quality, domestically driven growth in China.