11/06/2018
The Funds Europe Awards, now in their fourteenth year, set out to recognise personal and company achievements and contributions within the European funds community and to credit publicly those who have advanced the cross-border agenda in the funds industr
11/06/2018
Partner Mike Castleman said: “We’re very excited to announce our new venture, Newby Castleman Wealth Management, which is an appointed representative of GHC Wealth Management Limited.”
11/06/2018
AFH will pay the balance over the next 26 months based on fulfilment of certain performance targets.
11/06/2018
Six private bankers on average estimated the number of new family offices in Asia had risen 15% in the first three quarters of this year over the year-ago period.
11/06/2018
The granting of the licence by the supervisory authorities in the UK is a crucial step on the way to implementing this structural change.
11/06/2018
The candidate should also be fluent in English and French, have at least five years of experience and at least five years of profitable track record within the fixed income and credit universe.
11/06/2018
We are very proud to announce our new wealth management service, which will offer expert personal financial advice to our customers.
11/06/2018
The merger enhances the Bank’s capital base, bolsters its presence in Switzerland, and provides its clients with an enhanced and complementary service and product offering.
11/06/2018
The launch of HOLT underscores Credit Suisse’s continued commitment to China and will help investors to improve their investment processes as the market further matures.
11/05/2018
Two bankers with contradicting views on the same market. Syz and Ermotti were talking about offshore banking with rich Americans.
11/05/2018
The acquisition strengthens SGG’s service offering to fund managers through the provision of a complete suite of compliance and regulatory services.
11/05/2018
Embattled Swiss fund manager would prefer a sale of the whole business
11/05/2018
Acquisition of Hazlems Fenton
11/04/2018
All that comes together in the private office world, and even more so in running a business within it.
11/04/2018
The initiative of Nedbank which owns 21% stake in Ecobank occurs in the context of an inclination of giants of the banking industry towards expansions in West Africa, a region which has been experiencing strong economic growth.
11/02/2018
Families that are wealthy tend to have a lot of interests around the world, so there are tax issues that come up everywhere.”
11/02/2018
The initial consideration for the acquisition is £2m in cash, funded from the Company’s existing cash resources.
11/02/2018
To help you understand better how wealth managers compare to other financial advisors, and whether a wealth manager is the right choice for you, we’ve created this guide.
11/02/2018
Similar to many other mature financial markets, Switzerland has a balanced allocation outside of deposits.
11/02/2018
"Asset Management was a major contributor to net AuM inflows, with fiduciary management accounting for net inflows while our investment strategies recorded outflows.