07/17/2019
The Minister of Finance, on behalf of the Luxembourg Grand Duke, presented the award to John at a private awards ceremony for services to the Luxembourg financial industry over the past 25 years.
07/17/2019
The company is in advanced talks with US-based Kora Management to sell 20 percent stake in Edelweiss Wealth Management for a consideration of about Rs 2,000 crore, as per reports
07/17/2019
The launch of the newly formed Client Advisory Board marks Charles River’s 10th anniversary as a leading wealth management platform provider.
07/17/2019
In the year-earlier quarter, JPMAM had net inflows $21 billion, offset by performance losses of $9 billion.
07/16/2019
The battle with regulators, governments and prudential forces after the GFC has left private banks as Pyrrhic victors - technically winners but near extinction.
07/16/2019
It will operate two model portfolio ranges with a mix of passive and active approaches
07/16/2019
Working with the ZEDRA Hong Kong Trade and Treasury team also adds another layer of support because we’re a trusted partner in what is likely to be a venture into a new jurisdiction.
07/16/2019
Isle of Man-based corporate services provider joins SMP Group
A well-respected service provider on the Isle of Man, delivering corporate, tax, and accounting services to a broad range of clients.
07/16/2019
The private bank specialises in mortgages for high net worth individuals
07/16/2019
These are unaudited figures pursuant to provisional calculations
07/16/2019
Pictet will also import its advisory solution to Asia next year, which has already launched in Switzerland this month.
07/16/2019
Roughly half of the $80 billion managed by the New York-based giant are ultra-rich assets
07/16/2019
Schwab shares climbed 0.9% as of 2:40 p.m. in New York, paring earlier gains.
07/15/2019
Katten also was commended for the outstanding legal services it provides in Private Wealth Disputes in New York.
07/15/2019
The Best Independent Investment Bank award recognises the strength of Global Advisory's achievements in the last 12 months worldwide.
07/15/2019
The attractive client base and their experienced relationship managers are an excellent fit with J. Safra Sarasin’s private banking business and its comprehensive offering of investment services and trading capabilities.
07/15/2019
Butterfield Bank clinches Channel Islands acquisition
We are committed to communicating with stakeholders our integration progress in a transparent and timely manner. We look forward to growing Butterfield in the Channel Islands together.
07/15/2019
The UK’s largest private bank towers above its rivals with over double the assets under its management than St. James’s Place, its nearest rival.
07/15/2019
Wealth management platform launches
Digital solution offers client access and monitoring anytime, anywhere.
07/15/2019
It has since grown to a 50-strong chain of work cafés, spanning Spain, Portugal, Brazil and Argentina.