07/10/2019
‘This partnership strengthens our offer in the short term and, over the medium term, it will enable all of our active managers to rely, in addition to their own analysis, on the tools and processes developed by Eraam.’
07/10/2019
FNTC and FNTC America Ltd are both wholly owned subsidiaries of IQ-EQ, a leading investor services group that supports fund managers, global companies, family offices and private clients operating worldwide.
07/10/2019
The Swiss bank is also poaching Tiago Saraiva from Bankinter for investment advice.
07/10/2019
JTC’s third time in a row ranking as a Tier I firm is reflective of its clear success in the last 12 months since listing.
07/10/2019
Deutsche Bank said last month it planned to hire 300 more relationship and investment mangers for its wealth management (WM) business by 2021.
07/10/2019
One person who’s still making money is that perennial rainmaker Charlie Hoffman, for a long while now the talisman at HSBC Private Bank, who retains his place in our top ten.
07/10/2019
“Clients are seeking more services from us across the full breadth of our capabilities, which enables us to deepen our relationships and expand our offering to their specific needs.”
07/09/2019
Regarding this latter point, this includes all issues associated with intergenerational wealth transfers, endowments or charitable giving.
07/09/2019
Breakaway activity reached a new high in the second quarter, Echelon Partners reports.
07/09/2019
Ecobank has reiterated its commitment to helping its customers to sustain their family wealth
07/09/2019
Real estate experts pondered the pros and cons of property investing at our most recent debate.
07/09/2019
he award celebrates the best in private banks serving high-net-worth clients in Guernsey and Jersey.
07/08/2019
This is a restart for Deutsche Bank – for the long-term benefit of our clients, employees, investors and society.”
07/08/2019
The private bank is the latest wealth manager to essentially steer neutral, but recommend a tilt toward portfolio protection.
07/08/2019
Modern banking institutions are currently experiencing a similar situation when it comes to customer advice and asset management.
07/08/2019
Although he has met with senior bankers from several different banks, including the large and medium-sized Swiss players in the region, Collardi’s focus remains on the vast existing network of bankers he built during his time as CEO of rival Julius
07/08/2019
Saranac Partners launches wealth management service for US persons
The private client advisory firm, focused on ultra-high net worth individuals and families, now offers a comprehensive wealth advisory, investment management, lending solution and tax reporting service to US persons and green card holders residing outside
07/08/2019
Former Coutts, Credit Suisse adviser launches digital wealth manager
The pair created Rosecut Technologies
07/08/2019
We experience a further deceleration in growth this will be the third month in a row of negative growth and the pressure will mount on the Bank of England to react.
07/07/2019
Estera’s multi-jurisdictional reach allows their client directors to offer solutions which are tailored to the clients’ global needs no matter where they are located.