04/08/2020
Credit Suisse Taps Rich Clients to Boost Lending During Rout
Bank offered 2% interest to park cash for more than a year
04/08/2020
Bank offered 2% interest to park cash for more than a year
04/08/2020
ETFs allow wealth managers and advisors to create lighter, cheaper models and reduce trading costs
04/08/2020
Hosted by Jersey Finance, these prestigious awards aim to reward and celebrate the successes and achievements of the young talent working within Jersey’s finance industry.
04/08/2020
The Withers team, including Richard Cassell, Alana Petraske, John Huxley, Chloe Harris and Katy Crofton has advised on a pro bono basis on charity registration and gift aid in the context of a short-term project with very focused objectives.
04/08/2020
Years of reliance on the most loyal of lieutenants – the trusted 40 plus year veteran of the C-suite and board room within the family business, who are within the inner sanctum of the family enterprise
04/07/2020
The papers have previously covered topics such as corporate sustainability reporting and informational asymmetries in foreign exchange markets.
04/07/2020
The HNW is a very attractive market for brokers, Pierce said, outlining how a broker that provides services for a client around their business will often receive the domestic HNW insurance policies of that client also.
04/07/2020
Bill Gates keeps his spot as number two richest
04/06/2020
The initiative will offer advice to customers who may not otherwise be able to access to financial advice and is a key step in Quilter’s aim of increasing the accessibility of professional financial advice across the UK.
04/06/2020
This transaction represents another success for Rathbones as we deliver on our growth strategy.”
04/06/2020
Banque SYZ posts full-year 2019 net profit of CHF 7.1 million
04/06/2020
Wealth managers explain how they are reassuring their clients at a time of great uncertainty over their investments.
04/05/2020
Drastic times call for unorthodox action. That’s why we have written an open letter to UK companies showing our support during this unprecedented period, when the very raison d’etre of the stock market will be tested.
04/03/2020
The fund aims to take advantage of the attractive return potential offered by investments in frontier markets, due to risk premiums overestimating default probabilities and underestimating recovery values as well as to the window of opportunity offered by
04/03/2020
Van Lanschot Kempen aims to sustainably preserve and create wealth for its clients
04/03/2020
‘As entrepreneurs, we are on an equal footing with our partners and customers – this is an advantage that should not be underestimated compared to the larger banks.’
04/02/2020
Female workers are twice as likely to have less than £5,000 in workplace savings compared to their male
04/02/2020
At this year’s Annual General Meeting, EFG’s Chair of the Board of Directors, John Williamson, has decided not to stand for re-election.
04/02/2020
Some reports have suggested £5trn globally is expected to be handed down to the next generation over the next few years.
04/02/2020
This is undoubtedly good news for directors who are having to respond to the fast moving challenges posed by the COVID-19 pandemic