09/06/2018
Guernsey Finance heads to Asia to highlight progress in the region
A Guernsey audience will learn more about developments in the Chinese market
Wealth and Asset Management
09/06/2018
More complex needs allow Guernsey’s fiduciary sector to shine
This at a time when there has never been more international regulation with a greater drive towards transparency. Quality practice and advice has never been so important.
09/06/2018
Banking in Paradise: the rise of offshore's next major hub
The Caribbean’s breadth of experience with tailor-made wealth solutions is another trait attracting investors to its shores.
09/06/2018
4 Questions to Ask the Ultra-Wealthy Client
These questions will help you understand their family structure and sometimes complex tech needs.
09/06/2018
Democratising Asia’s mid-market accredited investment space
Crossbridge Capital Asia is making waves in the mid-market sector.
09/06/2018
JTC Acquires Minerva
There is a clear fit with our existing operational footprint and client base and this will allow us to leverage our scalable global platform to drive future growth.
09/05/2018
Become A Millionaire By Investing In This Monthly-Paying REIT
Thanks to the power of compound interest (the investing magic that allows investment earnings to earn interest of its own), time is the most powerful variable an investor has on his or her side.
09/05/2018
Pictet Reports Rise In Assets Under Management
These figures are respectively 14%, 31% and 30% higher compared to the same period in 2017.
09/05/2018
Wells Fargo to restructure wealth management business
No final decisions have been made because that work continues
09/05/2018
Investcorp buys 40% holding in Swiss private bank
Such partnerships have made it possible for our subsidiary E.I Sturdza Strategic Management Limited to win many awards
09/04/2018
Wealth Management Firm Snaps Up Devon Counterpart
Under the terms of the acquisition, the maximum purchase price is £4.2m dependent upon performance criteria of the acquired business.
09/04/2018
Wealth Managers Are Getting 30% Pay Hikes to Defect in Asia
Every day we’re still discovering new high-net-worth clients.
09/04/2018
Understanding Asia’s High Net Worth Market
APac set a new record last year, reaching 6.2 million HNWI and $21.6 trillion in HNWI wealth.
09/04/2018
Singapore and Hong Kong private banks wage war for wealth managers to lure Asia's crazy rich
Almost 2,000 new millionaires are minted every day in the region
09/04/2018
European Wealth builds acquisition pipeline in major overhaul
While the two international divisions made up a very small part of European Wealth’s overall business
09/04/2018
Mattioli Woods to open Edinburgh office as business booms
The office, which will open this month, will house both Mattioli Woods' consultants and the Amati team.
09/04/2018
Old Mutual Wealth Private Client Advisers rebrands as Quilter
Across the six regions the company is responsible for advising more than 5,600 households across the UK.
09/04/2018
Liechtenstein-based private bank upgrades in Singapore
Bank to offer a wider range of services
09/03/2018
The ‘new version’ of traditional wealth management
Unfortunately, in the industry that we are operating in today, the “relationship managers” are incentivized on the revenues generated and assets onboarded for the organisation they work for.
09/03/2018
Credit Suisse shakes up investment banking leadership in France
Top job goes to a senior dealmaker who only joined the Swiss bank in September