03/16/2020
Brooks would also ensure the firm had "good economics" and the right culture so the companies could integrate, while Ms Connellan added one of the "great possible outcomes" of acquisitions was the people who transfer over and the good
03/16/2020
HSBC Private Banking takes gender equality in entrepreneurship seriously
03/16/2020
Private banks like the Swiss firms make money on lucrative lending to the wealthy, who don't always have easy access to liquid funds for investing.
03/16/2020
The rise in activity comes as the spread of coronavirus has created the wildest market swings since the financial crisis.
03/15/2020
Monaco real estate investments are the best way to preserve and increase capital.
03/15/2020
The rankings were based on factors such as: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
03/13/2020
The UBS veteran most recently headed the Muzinich branch in western Switzerland.
03/13/2020
Emerging market stocks and currencies fell further on Thursday, with some Asian bourses hitting circuit breakers.
03/13/2020
Brooks Macdonald CEO Caroline Connellan said: “I am delighted with the progress made during the first half."
03/13/2020
The group said it would not go ahead with the global offer to sell a stake of around 10%, but would press on with the demerger and listing.
03/13/2020
The economist, whose influential market musings enjoy a cult-like following among financial advisers and retail investors across the country, strongly warned against joining the global sell-off in equities markets.
03/13/2020
When Quilter terminated its contract with tech provider IFDS and switched to FNZ in May 2017 it said it had spent more than £200m on the platform, and expected to spend about £160m more.
03/13/2020
UBS and Credit Suisse are among those seeking extra collateral from wealthy customers as markets tumble
03/12/2020
Morgan Stanley said an employee at its Purchase, N.Y. office, which houses much of the company’s wealth management operations
03/12/2020
Its net operational earnings - a new performance measure it introduced in the results, expanding on its previous measure of operating profit - grew by 14%.
03/12/2020
International Wealth Management Firm Launches Spanish Logistics Fund
Swiss based wealth management firm, Spearvest, acting as Investment Advisor, has completed its first Logistics acquisition in Zaragoza, Spain
03/12/2020
Although China's domestic economy is recovering, the global situation challenges external demand.
03/12/2020
Wealth owners place a premium on personal privacy, and family office have a responsibility to protect not only their clients’ assets but also their confidential information.
03/11/2020
Quilter plc preliminary results for the year ended 31 December 2019
03/11/2020
The winning organizations were selected based on both quantitative and qualitative performance over the last year.