06/18/2019
Intertrust acquires technology firm
Viteos is a tech-enabled alternative funds industry leader providing end-to-end middle and back office administration for top tier hedge funds, private equity, real estate, private debt and other alternative asset managers.
06/18/2019
This is an important step in achieving our ambitious growth aspirations in Italy as we deepen our relationships with our Italian client base.
06/18/2019
Wealth manager launches new investment service for American ex-pats
The announcement comes on the day that American ex-pats have to file their tax returns and pay what they owe the US Inland Revenue Service (IRS).
06/18/2019
Invesco will launch a model portfolio service (MPS) this summer which uses proprietary Intelliflo technology.
06/18/2019
HSBC Private Bank to Slash 32 Jobs in Lux
Trade unions and staff delegations have negotiated a social plan including measures to support employees with a view to professional reclassification, and financial compensation.
06/18/2019
It wants to see fund managers carry out “in-flight” share class conversions as investments are transferred to facilitate in-specie transfers.
06/18/2019
The study identifies wider lifestyle choices and behaviours across this age bracket that may influence their relationship with saving and financial management.
06/17/2019
For individual investors, the routes into private equity have become more sophisticated and varied
06/14/2019
The HMRC guidance provides help on how to calculate the income thresholds
06/14/2019
Before the 2008 recession, Wealth Management and Trading Revenues contributed equally (around 35%) to UBS’s total revenues.
06/14/2019
All of PBI’s awards undergo a rigorous selection process before being appointed by an independent judging panel.
06/13/2019
55 deals since 2014
06/13/2019
Daniela Klasén-Martin, group head of management company services at Crestbridge, said: “Irrespective of when and how the UK exits the EU, it is almost inevitable that the position on cross border passporting of financial products between the
06/13/2019
Typically funds are set up in Cayman, Jersey, Guernsey, Luxembourg or Dublin, although US resident investors may invest in US structures.
06/13/2019
The branch adds to Crestbridge’s already established Management company, FCA regulatory and UK AIFM services.
06/13/2019
ZEDRA announces acquisition
The acquisition is subject to local regulatory approval. Interben’s existing staff will all join the ZEDRA Guernsey office.
06/13/2019
Ireland is an important hub for the launch and international distribution of investment funds.
06/13/2019
Family-owned businesses are critical to European and global economies, both in absolute terms and as part of the effort to drive European economies going forward.
06/12/2019
Alongside all this, changing family structures and a wide span of generations present challenges of their own.
06/12/2019
I’m delighted to welcome the staff, advisers and clients of Lighthouse to Quilter and Intrinsic