11/02/2020
How regulations changed our role: EFG Bank private banker
Strippoli also talked about the banking secrecy era and how Swiss banks now have to compete with banks from all over the world.
11/02/2020
As the US heads into an election with wide-ranging consequences and Europe goes back into lockdown, China is setting out its path to growth for the years ahead.
11/02/2020
The acquisition, which was announced on 1 July 2020
11/02/2020
UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
11/02/2020
It will help members of the armed forces deal with the ‘daunting’ journey into financial services
10/30/2020
Wealth Manager Top 100 2020: The final 25 leaders
We conclude our alphabetical list with numbers 76-100 in our annual study into the UK's top fund selectors.
10/30/2020
A flat-tax scheme is luring the wealthy to Italy
Many are Britons fleeing Brexit
10/30/2020
Coutts and Adam & Company Q3 2020 Results
The outbreak of Covid-19 and the ongoing pandemic, as well as the low interest rate environment we are currently operating in, has without question impacted our broader financial performance - as demonstrated by the £20m higher credit impairment fig
10/30/2020
UBS and Partners Group launch private markets offer worth up to CHF 3bn
The new solution will target an annual investment capacity of $1bn-3bn (CHF 920m-CHF 2.6bn).
10/30/2020
Lloyd’s of London underwriting for private clients
Any distributions of profit from a NameCo will be taxed as dividend income in the hands of the shareholder.
10/29/2020
Van Lanschot Kempen: third quarter 2020 trading update
Client assets increased by € 2.9 billion to € 106.3 billion this quarter.
10/29/2020
In a statement, Credit Suisse said it is focused on supporting clients “through the persisting COVID-19 pandemic and the resultant economic challenges.
10/29/2020
While it has exited the UK focused Special Situations fund, the team said the UK overall was ‘cheap and unloved’.
10/29/2020
It posted profit before tax of £1 billion and is now expecting the amount of money it has to set aside for bad loans this year to be at the lower end of forecasts.
10/29/2020
It’s a success, perhaps in part because of a shared focus on charity.
10/29/2020
It also welcomed the firm’s preparations for Environmental Social and Governance (ESG) investing which had attracted interest from clients looking for more sustainable investment.
10/29/2020
All grown up As the industry matures, it must become more aware of the responsibility it has to make a positive impact on its portfolio companies, but also the world.
10/29/2020
Lower interest rates continue to impact income but we remain well-positioned to meet our financial targets
10/29/2020
Findawealthmanager.com matches investors with wealth management firms based on their needs
10/28/2020
Switzerland-based asset manager selects Northern Trust
Group’s Focus on Expanding its Range of Sustainable Solutions Aligned with Environmental, Social and Governance Criteria