Wealth managers await legal fallout in wake of $1.8B fraud case
Investigators say the investors are at risk of losing everything.
Wealth and Asset Management
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A historic private bank takes over Brown Jacobson’s office in No. 1 Spinning Fields
Martin Cuthbert, Manchester Office Head of Brown Shipley, said: “I’m excited to move to No. 1 Spinning Fields.
Paul Feeney: The trouble with asset managers is everyone is trying to eat each other’s lunch
The trouble with asset managers is we present far too much as a fragmented, product-based industry where everyone is trying to eat each other’s lunch – forgetting the lunch actually belongs to the client.
Estate Planning is not Just for those with Huge Assets
Devising an effective estate plan can help you seamlessly transfer your wealth
At Vontobel, a Cozy Club of Bankers is Dissolved
CEO Zeno Staub broke with a product- and distribution-focused approach, which led to the exit of Roger Studer, who ran Vontobel's securities arm for nearly 20 years.
Pictet Profits Edge Higher as Clients Seek Haven
Net profit rose by seven percent to 577 million francs, while revenue climbed by ten percent to 2.89 billion francs.
JSS Sustainable Asset Management Repositions Water Strategy as Green Planet
The Green Planet strategy builds upon its predecessor’s proven investment philosophy and approach, and will continue to put an emphasis on protecting the ecosystem and water resources.
Wealth management giant shuts Hong Kong office
It wants to focus on its ‘strong international footprint’ in UK, EU, Middle East and Latin America
UAE foundations: so much more than succession planning
Often seen as a vehicle reserved for succession planning, Managing Director of our UAE office, Nina Auchoybur highlights the utility of UAE foundations.
ERI Winners in the ‘Best Compliance Solution‘ Category at the WealthBriefing Swiss Awards 2021.
The judges were impressed that with its compliance workflows and monitoring OLYMPIC Banking System gives a significant advantage in acquiring and keeping clients, and selling them the most relevant products and services.”
Private Banking and Wealth Management Survey 2021: Banking’s new engine
Once a handy add-on to the financial model, private banking will increasingly drive income and activity in investment banking, not the other way round.
Neil Moles: Who really pays for advice sector private equity deals?
Multi-million pound deals