10/13/2020

The private banker’s metamorphosis

Long gone are the days when a banker travelled around the world prospecting with a portfolio of several hundred clients without thinking about borders.

10/13/2020

Diary of a Fund Manager

Equities had another good week, all else was unchanged and the dollar was down.

10/13/2020

Stormy sea

Many people go to the sea to clear their heads.

10/13/2020

WeekWatch by St. James’s Place

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.

10/13/2020

Private wealth and the Isle of Man

The island's population is divided almost equally between those born and raised locally, and those that have relocated there.

10/13/2020

Outsourcing fund administration for efficiency

The main reasons include: increased LP and investor pressure around transparency; the requirement for secure, institutional-grade technology; governance challenges; and the pace and complexity of regulatory change - think AIFMD, FATCA, CRS and BEPs and mo

10/13/2020

Pictet launches tech private equity fund

The fund is the first thematic fund from Pictet Alternative Advisors, a wholly owned alternative investment business of Pictet Group, and will be distributed internationally by Pictet Asset Management.

10/12/2020

Leonteq expands into Italy

More than 1,000 Leonteq certificates are listed on EuroTLX and SeDeX. EFG International launched products on EuroTLX via Leonteq’s platform earlier this year.