08/22/2022
Conversations with about a dozen Credit Suisse dealmakers, traders, financiers and wealth advisers, who asked to remain anonymous, depict an investment bank braced for a reckoning.
08/22/2022
The settlement is expected to be announced by the end of September.
08/18/2022
The deadline for affected trustees to register their trusts on the TRS is 1 September 2022.
08/18/2022
The guide provides information on 34 jurisdictions
08/16/2022
Acquirer says deal was a ‘natural move’
08/12/2022
This extends Apex Group’s existing partnership with Marlin, having been appointed in 2021 to provide outsourced Management Company, Middle Office and Fund Administration services to the Marlin Money Market Fund.
08/12/2022
Tax director Stephen Martin, who was hired last year, said it was important to 'provide solutions to all our clients'.
08/12/2022
It would not be unreasonable for SJP to assume that its appointed representatives could make informed decisions for themselves.
08/11/2022
For its part, Softbank attorneys said Credit Suisse's efforts to get information via courts in the US is a «fishing expedition».
08/11/2022
As of March 31 this year, Barings’ global real estate platform managed a total of $48.9 billion in AUM.
08/11/2022
The average time was 108 days.
08/09/2022
The manager worked for the treasury of the canton of St Gallen from 2003 to 2014, and for the Pensionskasse of the canton from 2014 to 2018, investing pension fund’s assets.
08/08/2022
For its part, UBS argued that the plaintiff did not even qualify as a whistle-blower.
08/05/2022
Central bank accelerates rate hikes with 0.5% increase, but dire forecasts signal rates may not go as high as previously feared.
08/02/2022
The investigating agent appointed by FINMA will continue to perform their duties.
08/02/2022
Kellyann joins the STEP Panel of Experts for the fourth year running, this year she is once again sitting on the 'Multi-Family Office Team of the Year' Panel.
08/01/2022
MSM Investment Advisors provides wealth management services to high net worth families.
07/29/2022
Under the FCA’s revised timeline firms will have until 31 July 2023 to implement the Duty for new and existing policies – an extension of three months – and a further 12 months from then – until 31 July 2024 – to implement t
07/29/2022
The firm’s licence has been suspended for six months.
07/28/2022
Note that charities have a duty to make a referral to the DBS when it believes a person has caused harm or poses a future risk of harm to vulnerable groups, including children.