Foster Denovo adds £87m AUA with acquisition of Verum Wealth
It marks the firm’s seventh acquisition in just over a year
Wealth and Asset Management
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Four keys to better thematic investing
We see thematic investing as an essential component clients can incorporate into their long-term investment strategy.
Annual finance update to explore global business opportunities
Following an opening address from Chief Executive Rupert Pleasant, Guernsey Finance's international Business Development team will take to the stage to discuss the current trends and business opportunities in their respective jurisdictions.
Citi Wealth Releases Outlook 2025 – Growth Amid Discord: Strategies for a "Rule-Breaking" Expansion
Having defied usually reliable recession signals, the global economic expansion is expected to continue in 2025 and 2026.
Why Banque Heritage is offboarding a third of its selected funds
The Geneva- headquartered private bank is also incorporating more quantitative elements into its fund selection process.
Government updates ownership strategy for SGKB
The ownership strategy serves the government as a management tool for controlling the canton's majority shareholding in the SGKB.
BIL Closes Hong Kong Office
As part of this restructuring, the bank is withdrawing from a key financial hub in Asia.
Hong Kong relaxes investment requirements to lure family offices
The government is more closely aligning the new capital investment entrant scheme and family office tax incentives to attract assets.
Luxembourg private bank shuts Hong Kong business
Banque Internationale à Luxembourg becomes the latest European bank to shutter its Hong Kong business amid a tough economic backdrop in the city.
UBS attests SNB an "extraordinary year"
The balance sheet profit has therefore probably reached the necessary size for the federal government and the cantons to expect a distribution.
Budget can spark wealth management reforms in UK
Now the dust has started to settle on the biggest financial policy shake-up in over a decade, let me explain why.
Singapore fund Paragon opens Hong Kong office to reach more wealthy clients
Fund manager sees Hong Kong as an ideal wealth management hub to reach more wealthy clients in the Greater China region