06/11/2020
Clients see the firm as a ‘one-stop shop’, he says, where clients are connected not just to a broad range of services but also to a network of trusted advisers, including lawyers, accountants and asset managers.
06/10/2020
Firm will offer trust and international Will services to high net worth individuals and families
06/10/2020
In wealth management, Morgan Stanley still expects to complete its acquisition of E*Trade Financial Corp. by the end of the year
06/10/2020
The firm provides financial planning, tax and estate planning, mortgage and insurance services.
06/10/2020
UBS’ plans to restructure wealth management by splitting its EMEA division into smaller regional groups were revealed in January.
06/10/2020
The Tilney Private Sports team will augment the work of the firms’ existing expertise in advising sports professionals.
06/10/2020
The firm is staffed by six advisers.
06/10/2020
GAM reported a loss of 3.5 million francs last year, which stands in stark contrast to the loss of 916.8 million francs in the catastrophic year of 2018.
06/09/2020
Although Merrill invested in upgrading it over the years, its workflow and core technology design remained largely the same.
06/09/2020
Berenberg Wealth Management offers each individual customer a personalised service.
06/09/2020
The company, however, envisions a recovery throughout the rest of the year
06/09/2020
The ranking is based on an algorithm of qualitative data
06/09/2020
2020 sees MilleniumAssociates celebrate 20 years of exceptional independent M&A and corporate finance advisory service
06/09/2020
Switzerland presents some compelling advantages for trading companies with UBO’s from the CIS region, principally Russia and Ukraine.
06/09/2020
Eighth 'hub'
06/08/2020
Geneva, where Goldman poached two super-rich bankers from UBS this week, is emerging as a linchpin in those plans.
06/08/2020
He also notes that structured products had more recently been staging a modest resurgence.
06/08/2020
Credit Suisse set aside $1 billion to cover the impact of the coronavirus, primarily to its corporate lending business, in the first quarter.
06/08/2020
Generation Alfa offers wealth management services, including advisory and discretionary portfolio management services and direct investments.
06/08/2020
The new study, which surveyed nationally a statistically relevant group of 1,000 individual investors age 18 or older, examined the degree to which investors want to have a social impact and the degree to which they are willing to make trade-offs to achie