11/04/2020
Leaving town?
The pandemic follows on from a number of terrorist attacks, large gilets jaunes’ protests, a 40C-plus-degree heatwave and the longest transport strike since the late sixties.
Wealth and Asset Management
11/03/2020
OTP Private Banking clinches the Best Private Bank in Hungary title for the eighth consecutive year.
OTP Private Banking operates as one of the major business lines of OTP Bank
11/03/2020
Extraordinary General Meeting of Julius Baer Group Ltd.
The appropriation of the disposable profit, the dissolution of CHF 83.9 million out of ‘statutory capital reserve’ and of CHF 83.9 million out of ‘voluntary retained earnings reserve’ as well as the proposed second distribution in
11/03/2020
Withers' William Kambas recognized as one of the world's top 100 most influential individuals to family enterprises
Withers has a host of top lawyers who deal with family enterprises, many of them family offices.
11/03/2020
Sanctuary Wealth Cuts Deal Creating Potential Rival to Focus, Hightower
Until now, Sanctuary’s ownership has rested with its senior management and partner firms.
11/03/2020
Jersey Finance Virtual Private Wealth Conference to Explore Sustainable Finance and Philanthropy
By collaborating with award-winning on and off Island suppliers, Jersey Finance aims to deliver a high-quality experience to a global audience.
11/03/2020
Cantonal bank takes 30% stake in real estate boutique
The cantonal bank also announced its four-year growth plan.
11/03/2020
Trust more important than ever for successful transfer of family businesses between generations
The research is based upon a survey of over 400 global HNW individuals with at least GBP5 million in assets each
11/03/2020
SJP to help ex-military personnel retrain as Financial Planners
SJP signed up for the Armed Forces Covenant in October to support armed forces personnel and ensure they are not disadvantaged in society.
11/03/2020
Rathbones 'deeply concerned' over ACG's refusal to liquidate Gabelli Value Plus+
Adds voice to dissenting shareholders
11/03/2020
10 ways a wealth manager could help you
Many of Charles Stanley’s wealth managers work with several generations of the same family, and provide a form of education for the younger members.
11/03/2020
Wealth Management: Monthly Market Summary
October saw "risk-off" sentiment prevail – particularly in the concluding week of the month
11/02/2020
UBS chief retires from banking in pandemic drift
Now he's not sure lenders will be able to endure another economic downturn, especially in Europe where they remain "quite vulnerable" to the low interest rate and growth environment.
11/02/2020
How regulations changed our role: EFG Bank private banker
Strippoli also talked about the banking secrecy era and how Swiss banks now have to compete with banks from all over the world.
11/02/2020
Trying to save Christmas
As the US heads into an election with wide-ranging consequences and Europe goes back into lockdown, China is setting out its path to growth for the years ahead.
11/02/2020
Liontrust completes £75m Architas buy
The acquisition, which was announced on 1 July 2020
11/02/2020
UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
11/02/2020
SJP launches military network to bolster recruitment drive
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
10/30/2020
Wealth Manager Top 100 2020: The final 25 leaders
We conclude our alphabetical list with numbers 76-100 in our annual study into the UK's top fund selectors.
10/30/2020
A flat-tax scheme is luring the wealthy to Italy
Many are Britons fleeing Brexit