06/20/2019
This year’s report also draws on data from more than 150 wealth managers, whose input yielded insights about the performance pressures that many firms are facing and about strategic areas for improvement.
06/20/2019
Clear link between improving Big 6 economic performance and increasing points tally
06/19/2019
The impact investing industry is diverse.
06/19/2019
The business will offer family office and investment advisory services as well as engage in club deals.
06/18/2019
International multi-family office expands Corporate Finance team
He has extensive investment banking and corporate finance experience
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.