10/14/2019
But Erdoes has been a fixture when it comes to WeWork-related matters at the bank, according to sources with knowledge of the discussions—a testament to how deep ties have run between America’s largest financial institution and the coworking s
10/14/2019
Wealth management services contributes 5 percent to the bank’s revenue.
10/14/2019
Focusing on insurance-related services, Director Frédéric's aim is to provide bespoke choices paired with the highest quality services in the Principality of Monaco.
10/11/2019
A city’s total wealth refers to the private wealth
10/11/2019
Emirate's wealth set to grow strongly over the next decade
10/11/2019
The trust company will help wealth administration and succession planning for JP Morgan Private Bank’s clients in Asia.
10/11/2019
AMP restructures its Australian wealth management business
Bringing together our bank and wealth management teams in Australia will drive a more integrated organisation better able to pursue the significant opportunity we see in providing more holistic wealth services for our clients.
10/11/2019
We owe a huge debt of thanks to leading bond and debt advisory firm Fidelitas Capital for giving us the opportunity to work on something so different and so much fun.
10/11/2019
Bringing together PERE houses and family offices
10/11/2019
Close was keen to downplay Preben Prebensen’s departure but analysts think the exit may prompt calls to be break up the compnay.
10/11/2019
Trading statement for the quarter ended 30 September 2019
10/10/2019
The Private Office was founded in 2008 and now has more than 2500 clients, 31 advisers and four trainee advisers.
10/10/2019
It was not your usual bank conference.
10/10/2019
Kleinwort Hambro managing director and head of private banking Paul Kearney talks frankly about his Bresxit fears and why he shook-up the company client facing staff
10/10/2019
Merian Global Investors to acquire multi-asset business
The investment team will be accompanied by three system analysts who have played a key role in evolving the desk’s investment process.
10/10/2019
Wealth manager buys third London Financial Planner
TPO chief executive, Stuart Phillips, said: “The deal strengthens the firm’s London presence and creates a platform for further natural growth”.
10/10/2019
Joining Chue are four trust officers and a dedicated Trust Compliance officer.
10/10/2019
Crestbridge’s Group Head of Family Office Services, Heather Tibbo, has been shortlisted for a directory identifying the world’s top advisers to high net worth individuals and their families.
10/10/2019
It has attracted more than £1bn of assets under management since launch four months ago
10/10/2019
The manager needs to have several years of experience in portfolio management, or in an advisory role.