04/02/2020
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 tax code has a mechanism for accounting for such estate value changes
04/02/2020
Female workers are twice as likely to have less than £5,000 in workplace savings compared to their male
04/02/2020
There's never a dull moment in the highly competitive world of private banking.
04/02/2020
Investors see the coronavirus subsiding by midyear, a UBS poll finds.
04/02/2020
Some reports have suggested £5trn globally is expected to be handed down to the next generation over the next few years.
04/02/2020
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
ZEDRA is focused on building a strong digital presence.
04/02/2020
The preservation of value, as well as the safety of tenants and visitors, is coming into focus in the current climate.
04/01/2020
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
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
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
Overall best state-owned private bank Best private bank for international network Bank of China Private Banking
04/01/2020
The Nikko AM team has provided a brief outline of some of the issues that we see across the major sectors.
04/01/2020
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.
03/31/2020
While it is still a little early to talk about the 2020 bonuses, the measures could go in that direction.
03/31/2020
The result reached an increase of 9 percent to CHF 104.6 million. Commission, service and trading business also grew.
03/31/2020
KPMG China has a vast footprint, with 23 offices across 21 cities and with around 12,000 partners, directors and staff across the major cities of the country.
03/31/2020
Hänggi said: ‘We are pleased to have found in Tareno a professional and successful partner who supports our efforts to promote charitable interests.’
03/31/2020
The deal adds to Ascot Lloyd's own £8bn funds under influence and 130 advisers, and follows a string of acquisitions by the consolidator in recent months.