04/27/2017
7IM launches bespoke IFA service
The firm has also added more asset classes to its model portfolio service
Wealth and Asset Management
04/27/2017
Bank founder leaves charitable legacy
Foundation gives donations to over 300 organizations
04/27/2017
Qatari royals said to mull sale of Luxembourg private bank
Sources say Precision Capital, the investment vehicle of Qatar royal family members, is considering sale of stake
04/27/2017
Desjardins ‘Open for Business’ on Deals Beyond Quebec, CEO Says
CEO targets deals up to $2.2 billion to push beyond Quebec
04/27/2017
J. Safra Sarasin Ousts Clients in Germany
Assets Will Be Sold at Customers' Expense
04/27/2017
Ex-Towry five reunite for potential wealth launch
The four were promoted together from senior client partner to executive partner roles at Towry in July 2014. Meanwhile, Bowes became head of client advice in April 2013.
04/27/2017
Swiss National Bank posts 7.9 bln Swiss franc Q1 profit
The bank also made a profit of 2.2 billion francs from a valuation gain on the gold it holds
04/26/2017
UBS launches how-to guide for family offices
This reluctance is often not due to a lack of interest or aptitude, but rather an inability to identify ways to participate that suit their personal interests and life trajectories.
04/26/2017
Credit Suisse ditches Swiss IPO and plans to raise SFr4bn through a rights offering
It has also unveiled a proposal to swap to an all-cash dividend in the future.
04/26/2017
FCA gives structured products firm wealth green light
The London and Paris based firm will now be able to offer discretionary portfolio, investment and retail plan management services to its clients in the UK.
04/26/2017
Sandaire and Delancey Launch Mount Kendal in Singapore and Hong Kong, Offering a Unique Real Estate Investment Advisory Service to Asian Investors
The service that we're going to offer is a bespoke response to the requirements of the family offices and investors that we work with.
04/26/2017
We'll be The Largest Private Bank in Asia
He expects to see growth of the Ultra High Net Worth clients in China to remain robust this year.
04/26/2017
Brooks Macdonald boosts discretionary funds under management
Over the quarter our net new business improved to over 3% while performance for clients was positive on both relative and absolute bases.
04/26/2017
Number of Relationship Managers Stalls at Credit Suisse
There was no great influence noticeable on the bottom line
04/26/2017
StanChart doubles first-quarter profits as bad debts fall
Performance boosts hopes for turnround of emerging markets bank
04/26/2017
Santander to grow financial advice arm
Its digital customer base continued to grow
04/26/2017
Innovation, Market Disruption and Combatting Financial Crime on Agenda at Annual Jersey Private Wealth Conference
Whilst political change, particularly Brexit, continues to be a key issue
04/26/2017
15 Poorest States With The Fewest Millionaires Per Capita
Liquid financial assets are cash and all other assets that can be easily turned into cash.
04/26/2017
Northern Trust and Carey Olsen Support GMT Communications Partners' Launch of Innovative Private Investment Fund
Working collaboratively with Northern Trust, Guernsey law firm Carey Olsen advised on the launch.
04/26/2017
Schroders faces shareholder rebellion over executive pay
Fund company has failed to win support of two proxy advisers ahead of today’s AGM