06/13/2018
Current themes in private wealth structuring
Another key piece of data is that billionaires in Asia are getting older which should signal significant transfer of wealth over the next two decades
06/13/2018
Another key piece of data is that billionaires in Asia are getting older which should signal significant transfer of wealth over the next two decades
06/13/2018
The company also said uncertainty around Brexit would “continue to give rise to economic volatility in the UK”.
06/13/2018
SocGen bought the Belgian private banking business, la banque De Martelaere, in 2001 for 78 million euros ($91.57 million), according to L’echo
06/13/2018
Baer’s European business chief has an eye on Britain, Germany and Spain as new business matches high-growth Asia
06/13/2018
Money is power. And women are getting more of both. Sherry Paul tells us what to do with it.
06/12/2018
The top five groups run over $5.8 trillion in assets with Asian groups making their presence felt in this year's ranking.
06/12/2018
European and Asian customers account for roughly a quarter each of the group’s assets under management, according to sources.
06/12/2018
He cited findings by Boston Consulting Group that indicated global private wealth to be $167trn in 2016 with wealth is expected to accelerate to $223trn by the end of 2021.
06/12/2018
Nicolas Mirabaud has been a limited partner since 2015 – the training grounds, so to speak, for offspring likely destined to enter the family partnership.
06/12/2018
“Comgest has always taken a long-term view."
06/12/2018
For John Moore, senior investment manager at Brewin Dolphin, the personal information he can get from such meetings is important.
06/12/2018
Market performance is supported by a number of developments in Vietnam, which Jupiter’s Teverson believes will help the country be re-classified as an emerging market.
06/11/2018
A new Global Business Committee will comprise 13 members, including the heads of EFG’s global regions.
06/11/2018
Age shall not wither us so long as our minds remain hopeful, our optimism ever new.
06/08/2018
Canadian parent Cannacord singled out the performance of the UK division, saying it had produced the 'most substantial’ contribution to its global wealth management operations.
06/08/2018
Standard Life has itself built up a £4 billion restricted national advice business through acquisitions.
06/08/2018
The company has approximately €119bn in assets under management.
06/08/2018
Normally the preserve of large institutional investors, company pension schemes and insurance companies, funds in this area are occasionally open to private investors.
06/08/2018
Retail investors are the biggest shareholders, but their voice is unlikely to be heard
06/07/2018
Firms open door to MPS expansion
For John White, the CEO of Sanlam UK’s wealth division, the two services are an easy fit, with financial planning the natural starting point for looking after clients.