10/21/2016
The Swiss-based Lombard Odier Group announces today that it is opening an office in Milan for private clients. It will provide the opportunity to be closer to clients in Italy and to drive future growth in this important market.
10/21/2016
The current senior management team of Coutts & Co Trustees has entered into a binding sale and purchase agreement to complete a management buyout of the company
10/21/2016
Switzerland can build on its strong position in the area of cross-border asset management
10/20/2016
Clients are worried about the election but more focused on the long term issues that affect portfolios
10/20/2016
Morgan Stanley has been trying to motivate its brokers to help build up its bank, including offering bonuses
10/20/2016
A boutique investment management firm, SIC caters to ultra-high-net-worth family offices and trusts with minimum mandates of $3 million.
10/20/2016
The firm will announce details of its strategy to comply with the DOL fiduciary rule in next two weeks
10/20/2016
The reports also reinforce how Jersey’s benefit to the UK and the rest of the EU far outweighs any potential costs in terms of foregone tax revenues to the continent.
10/20/2016
Gender pay gap widens significantly after women have their first child
10/20/2016
Four of the top five names of Forbes annual analysis of America’s most wealthy people is from tech industry
10/20/2016
The five year cumulative return for the TSP Conservative fund has been 44.0%, the TSP Balanced 55.8%, and the TSP Growth 58.0%.
10/20/2016
Looking to raise £38m
10/20/2016
Frequent bouts of volatility amid sideways markets have led to risk aversion among clients.
10/20/2016
Four years on from being Wealth Manager cover star, Coghill also discusses the impact of increasing regulation on her family-run business.
10/20/2016
Perhaps controversially, analysts also point to advice-led models being better positioned for the financial services market of the future.
10/19/2016
The new firm will also be able to offer a range of global custody and transaction services as part of a traditional liquid.
10/19/2016
The referral process will begin immediately.
10/18/2016
Customer retention is a problem in the aftermath of 5 years of upheaval at the investment house
10/18/2016
The CAIS team is honored to accept this award.
10/18/2016
The awards recognize outstanding companies and organizations that support financial advisor success.