08/06/2019
The firm’s previous research report, ‘Four Pillars of Capital for the Twenty First Century’ (2015), found that a family’s tangible assets are just one part of a broader legacy.
08/06/2019
The result represents the first profit from HSBC in Switzerland in five years following a torrid period of crises.
08/05/2019
Adviser awards shortlists revealed
08/05/2019
Europe’s biggest bank by assets reported a pretax profit for the first six months of $12.41 billion, up from $10.71 billion in the same period a year earlier.
08/05/2019
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
Bank sets aside 23% less for awards in first half as chief Jes Staley squeezes pay
08/05/2019
Quilter Cheviot clients redeemed more than £600 million in the first half as they followed a number of departing wealth managers out of the door
08/05/2019
Pictet has similar turnover rates for men and women
08/05/2019
In December 2018, the majority of Tcam's clients and assets migrated to the LLP.
08/05/2019
The Company stressed a diverse and cautious approach to portfolio management, based on a capital preservative approach with strong focus on gold.
08/04/2019
Internal documents lay bare how reps with Britain’s biggest financial adviser are able to play down its charges
08/04/2019
Move suggests bank has no plans to deepen its overhaul announced last month
08/02/2019
Second-quarter profit at smaller lender United Overseas Bank advanced 8 per cent to S$1.17 billion, supported by improvement in both interest and non-interest income, the bank said.
08/02/2019
Singapore’s favourable tax regime, open market, safe haven status continue to be important factors for why we are the preferred wealth management hub in this region.
08/02/2019
What has been particularly pleasing has been the 13% increase, on last year, in new clients that we have welcomed to Coutts and Adam & Company.
08/02/2019
We are delighted that ZEDRA has been shortlisted as ‘Trust Company of the Year’ in Switzerland and the Isle of Man
08/01/2019
The first part of the Lloyds mandate, around £45 billion of assets, will fund in the second half of the year.
08/01/2019
The latest profit compared with the $2.23 billion average of 11 analyst estimates compiled by Standard Chartered.
08/01/2019
Bank will from November charge 0.75% on cash balances over 2 million Swiss francs
08/01/2019
The group has offices in Guernsey, the Isle of Man, Jersey, Luxembourg, Malta and Mauritius with more than 200 employees.