10/07/2019
Wealth Transfer for the next generation in Monaco
It might be a surprising fact, that the Principality of Monaco protects the primary family member and not the relatives; therefore, Monaco supports the direct line of descents.
Wealth and Asset Management
10/07/2019
HSBC forecasts economic slowdown in Q4, rules out recession
The bank adopts a mild risk-off stance on equities with a preference for defensive sectors over cyclicals
10/07/2019
Unigestion and Allianz Bank partner to offer multi-asset fund in Italy
Allianz will offer the strategy via their internal fund, X-team Unigestion Navigator, on the Unit Linked Challenge Pro platform.
10/07/2019
ZEDRA announces an agreement on the acquisition of Talenture in Ticino
The Lugano office will be ZEDRA’ s fourth in Switzerland and importantly will expand its footprint into the Italian-speaking region of the country.
10/07/2019
The Fiducia Group launches new Corporate Finance division
Fiducia Corporate Finance will operate in the UK, and across European and global markets both for introductions and placements.
10/07/2019
Ascot Lloyd sets sights on 8 IFAs
The announcement comes a month after Ascot Lloyd acquired two financial planning firms
10/06/2019
Spooky by Tim Price
Autumn naturally lends itself to a mixture of retrospection and introspection.
10/06/2019
Quarterly Update: Central Bank Support Soothes Political Pain
Resilient economic growth and supportive central banks outweighed the impact of a series of political shocks in the third quarter of 2019
10/04/2019
Swiss banks benefit as rich Britons line up escape route from Brexit chaos
This trend had clearly intensified in recent weeks, a source at a large Swiss bank said.
10/04/2019
Profile: ‘Private banking’s image is set by large, inflexible institutions’
As a business, Arbuthnot Latham is diverse and collaborative, using technology to help sometimes ‘wilful’ clients envisage their financial future
10/03/2019
Creating the future… with a little bit of help from Weatherbys
In other words, if we make change something we enjoy doing, we’re likely to do a lot more of it, he said championing ‘bottom-up diverse collaboration’, the best current example of which might well be the Extinction Rebellion protests.
10/03/2019
Bristol Private Office Services to Partner with Asset Managers
We find many families where their focus has been on building a business and working hard, who then need support on how to manage their wealth.
10/03/2019
UBS Investment Bank: Roll On, Job Cuts
The unit has added 376 people since the duo took over from Andrea Orcel last year.
10/03/2019
Schroders enhances investor access to private equity with new fund
The fund will focus on small and medium-sized buyouts in Europe and USA, encompassing companies that typically have an enterprise value of less than US$250 million.
10/03/2019
Why the North is luring wealth managers
Manchester, Leeds and Liverpool's lure for wealth managers has increased sharply in the past two years
10/02/2019
Credit Suisse says risk calculation, hedging change to reap $250 million
While the Zurich-based bank has decided to continue financial reporting in Swiss francs, Credit Suisse said it would calculate its Group Operational Risk risk-weighted assets in dollars
10/01/2019
Kingswood First Half Revenue Boosted By Acquisitions, Reviews More
Wealth manager Kingswood Holdings Ltd on Monday said acquisitions bolstered
10/01/2019
BREXIT: The Long and Short of it
Over our 300 year history we have seen crises come and go – but keeping a long-term view is essential.
10/01/2019
Ireland has fifth largest number of super rich individuals
New study reveals there are 421 ultra wealthy individuals per million adults in the State
09/30/2019
Peter Flavel: ‘It’s not venture capital, it’s patient capital’
Chief executive of Coutts talks about linking mentors with young businesses