7IM brushes off Covid market woes as assets jump 24%
‘2020 was, without exaggeration, one of the most challenging years in economic, social and financial history’
Wealth and Asset Management
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State Street Investor Confidence falls
Investor confidence was marginally weaker in September
SJP hands £1.7bn mandate to Columbia Threadneedle
We are looking forward to continuing to support St. James’s Place as they help their clients achieve their financial goals.
Evergrande’s Silence Not Very Golden
Apparently, an even bigger payment is due on another bond this week.
Stratos Wealth Partners Recognized as a Barron's Top 100 RIA Firm
For Four Consecutive Years, Stratos Listed as one of Nation's Top Independent Advisory Firms
Close Brothers announces preliminary results
We have delivered a strong financial performance in the year and made the most of the opportunities arising as the economy recovers from the effects of Covid-19.
António Horta-Osório: Credit Suisse's Fate Not Sealed at Newsstand
As long as Credit Suisse is still fighting to recoup what it can from the wreckage of Greensill, he is viewed as a CEO on borrowed time
Elizabeth Hartless listed as Top 35 Under 35 for third year
This is the third consecutive year she has appeared in the ePrivateClient Top 35 Under 35 list.
Ex-Julius Baer bankers launch Zurich wealth manager
The company is licensed by Finma and has a partnership with Aquila.
Stable revenues amid solid divisional performance announced at PraxisIFM
Looking back over the past financial year, COVID-19 was a challenge faced by all, and navigating the twists and turns in each jurisdiction became very much a part of our daily life.
Geneva-based investment advisor sees an “acceleration in number of private market investments” among HNW clients, as well as increasing interest in digital assets
Tautu commented that his clients “like to take risks in these private markets, but the idea of being blocked for 10 years is still frustrating to them.”
IQ-EQ wins Trust Company Of The Year Accolade at The 16th Annual STEP Private Client Awards
Winning this award, the hallmark of excellence within the private client trust industry, is a true testament to the calibre of our people and the strength of our service offering.