ZEDRA enhances Funds Services in Luxembourg with milestone acquisition
The acquisition strengthens and compliments ZEDRA’s existing fund and related corporate service offering in Luxembourg
Wealth and Asset Management
15393 articles found
Swiss Investors a Tough Nut to Crack for Banks
When it comes to risky investments such as Bitcoin, the Swiss population remains rather cautious.
Credit Suisse: Madhouse on Paradeplatz
The future CS Chairman António Horta-Osório is facing a Herculean task the size of which he hardly has been anticipating.
Exclusive: Liechtenstein IAM liquidated
The FMA said the company’s ‘authorisation under the Asset Management Act expired by written waiver as of 28 October 2020.’
Edmond de Rothschild's Profits Rise
A high volume of transactions fed into recurring revenue in both its main arms, private banking and asset management.
Sovereign Group acquires Gibraltar firm
The rebranded entity will trade alongside Sovereign’s own trust and company management division, under the management of Sovereign Trust (Gibraltar) Managing Director, John Blake.
UK Wealth Management Under the Lens: Competitive Dynamics and Trends
In 2020, the market has continued its growth in terms of assets but experiencing lower profitability.
The Mauritius foundation: charitable giving built on strong foundations
A tax efficient method to achieve philanthropic goals: An attractive feature of the Mauritius foundation is that it is automatically exempt from tax
Brewin Dolphin Extends Long-term Strategic Partnership with SEI
The re-contract reflects significant collaboration between SEI and Brewin Dolphin over the last 12 months
Putnam Consulting Group Named 2020 Philanthropy Advisor of the Year
Philanthropy played a pivotal role in responding to the multiple crises of 2020.
Sustainable Investing: no longer just a space for the Next Gen – Mona Shah
The reasons for this growing appetite for ESG investing, said Mona, are to do with education. “Before, families weren’t sure where to start - how to define their values and how to manifest them in their portfolios”.
Schroders presents a virtual Media Masterclass: Sustainability – Expect more than returns
Schroders presents Sustainability: Expect more than returns, a Sustainability Masterclass virtual event, taking place on Wednesday 31 March 2021 for members of the media.