07/31/2024
The Commission de Controle des Activites Financieres announced last week that Julius Baer bankers did not have appropriate measures in place for a series of 10 transactions by an unnamed client.
07/30/2024
Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.
07/30/2024
One of the regulatory frameworks which exist for clients that wish to be heavily engaged is, according to Von Simon, the creation of a donor advised fund.
07/30/2024
Complementa, which offers services including investment reporting and consulting, has been working with ZKB since 2006.
07/30/2024
The net profit from interest business also contributed to this.
07/30/2024
One property fund manager runs more than 50% of its assets for SJP, while other active boutiques could come under pressure as the wealth giant ups its allocation to passives.
07/30/2024
He said there were specialist solicitors in the UK who were available to wealth managers who had a client wishing to set up a foundation.
07/30/2024
Central banks and public institutions increased their global gold holdings by 183 tonnes
07/30/2024
It was under these premises that BG Suisse Private Bank was founded in 2021.
07/30/2024
On the financial front, SJP’s underlying post-tax cash result was slightly lower at £205.2m compared to £207.1m in the previous year.
07/30/2024
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2024
07/29/2024
These assets under management now include nearly €100bn in direct distribution, alongside the success of the JVs.
07/29/2024
GSK & Partners and Swiss Financial House will join forces on 1 August.
07/29/2024
The Basel-based private bank says that small-caps suffered when interest rates were rising, but are now part of the way through a recovery.
07/29/2024
Are SJP raising funds to support the market?
07/29/2024
The list is now released by the judges and the public vote is open to allow the global private wealth industry to have their say.
07/29/2024
This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.
07/26/2024
Accountant of the Year – Associate
07/26/2024
One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.
07/26/2024
This transaction marks a milestone in Vontobel’s private markets strategy and provides investment capabilities in the fast-growing private infrastructure segment.