05/10/2020
By “crisis governance,” we mean adapting oversight of the enterprise under conditions of extreme uncertainty to ensure that family owners, board members, and executives remain aligned around long-term vision
05/08/2020
Since then, countries with strict confidentiality status have experienced changes and today firms appreciate that HNWIs have become more tech-savvy and are seeking access to information, instantly and accurately.
05/08/2020
The wealth manager said it held discussions with a number of interested parties regarding the divestment
05/08/2020
As we move forward, we are well positioned to help our clients navigate our new landscape.
05/08/2020
Discounts on supersized funds among fee changes that will save investors £8m
05/08/2020
With well over half of the world’s population currently facing constraints on their daily routine, it’s inevitable that families are spending more time together
05/07/2020
Savings and deposits were unchanged at €9.5 billion while the overall loan portfolio was marginally higher at €8.8 billion.
05/07/2020
As of the end of 1Q20, our CET1 ratio was 12.1%.
05/07/2020
Finanz und Wirtschaft (06.05.2020) - Eleanor Taylor Jolidon, Co-Head of Swiss and Global Equity at Union Bancaire Privée, endorses companies that can withstand crises and warns about too much optimism
05/07/2020
deVere Group, which operates in 100 countries worldwide, says the number of enquiries from new clients was up 24% in April, compared to the previous month.
05/07/2020
On the bright side, the wildcard is vaccine development comparable in speed to what is occurring with therapeutics, although it is more likely to be medium-term.
05/07/2020
There was £35.9bn in the investment management business (December 31, 2019: £43bn), and £6.8bn in the unit trusts business (December 31, 2019: £7.4bn).
05/06/2020
In its year to date performance, LGT recorded positive net asset inflows and further revenue growth.
05/06/2020
Coping with the uncertainty
05/06/2020
A big four bank has restructured its private wealth advice arm to sit within its broader retail banking division, in a move the bank says will better support client needs.
05/06/2020
Banks across the world are telling employees to expect further weeks and months away from their desks.
05/06/2020
As a licensed Foreign Law Practice in Singapore, the office will not be undertaking Singapore law related work save in those areas permitted by its licence, such as international commercial arbitration.
05/06/2020
The agreement will provide clients in Ashburton’s Jersey domiciled funds and nominee service with an enhanced administration service, delivered through the latest advances in fund administration technology.
05/06/2020
Cincinnati advisory business, with $1.4 billion AUM finds synergy with Hightower's culture and focus on growth
05/06/2020
This deal is a fantastic opportunity for SANNE as it further strengthens its expertise in Dublin and adds a new strategic location like the Cayman Islands to their global office network.