12/05/2019
With the Burgundy Private platform, we plan to tap this huge opportunity and gap in the market, with one of its kind -niche, customized solutions, specifically meant for people who have finite time, but infinite needs
12/05/2019
The wealth manager of the future will have to focus on holistic wealth preservation, such that their clients are rich in time too
12/04/2019
Banking With the Ultra-Rich: UBS' Kodak Moment?
12/04/2019
Of imminent concern is the cyber integrity of the financial infrastructure upon which almost every Australian-domiciled investor relies.
12/04/2019
Merrill Lynch’s investment research points to smart-money bullishness on electric vehicle adoption, with commercial fleets leading the way
12/04/2019
How to position a portfolio for resilience through a long bull market, slowing global growth, presidential election year
12/04/2019
Moores Rowland acquired by Isle of Man-based trust firm
The company has operated in Monaco since 1976
12/03/2019
The new product is targeted at those who can deliver a "relationship value" of over Rs 5 crore, as against the earlier Rs 30 lakh under the five-year-old old product.
12/03/2019
This week we chat to Thomas Gehlen, Portfolio Construction Associate at Kleinwort Hambros.
12/03/2019
The Banker, a Financial Times publication, is a UK-based periodical that each year selects banks in more than 100 countries to receive its annual awards.
12/03/2019
He speaks on “Bloomberg Markets: China Open.
12/03/2019
Wellington Management will serve as a sub-advisor iProfile International Equity Private Pool, with a primary focus on large-cap equities.
12/03/2019
Richard Gilliland, who formed Gilliland Neilson Brown with Ailsa Brown 17 years ago, said: “We had been looking for a year or so to acquire another IFA (independent financial adviser) business, and looked at a number, but apart from this one nothing
12/03/2019
Axis Bank MD and CEO Amitabh Chaudhry said there has been a 24% increase in the number of high net-worth individuals who report an income of more than Rs 5 crore.
12/03/2019
The acquisition is also expected to further strengthen UOB Asset Management’s presence in Asia, in line with its regionalization plans.
12/03/2019
Separately, the firm has been investing more in China A-shares via a third-party fund.
12/03/2019
High net worth families increasingly seek to establish or re-domicile trusts and structure in or to politically, economically and socially stable tax neutral jurisdictions that are reputable well situated.
12/03/2019
At Gatewood Wealth Solutions, each client family has a professional four-member team dedicated to making sure their plan is on track, efficient and relevant.
12/02/2019
Lombard Odier boss says newcomers will struggle to challenge market leaders
12/02/2019
The acquisition gives 1825 a broader UK-wide presence, including two client support centres in Belfast and Sheffield that offer a range of specialisms and expertise.