04/01/2020
Vontobel’s wealth management business for Italian clients, previously managed out of Zurich as well as from Italian-speaking Locarno and Lugano in Switzerland, will be handled by a larger team it wants to build up in Milan.
03/31/2020
OWL has grown successfully in recent years and has been recognised as a top Family Office Service Provider by Spears and as a top Investment Consultant by TheWealthNet.
03/31/2020
Hänggi said: ‘We are pleased to have found in Tareno a professional and successful partner who supports our efforts to promote charitable interests.’
03/31/2020
Modern travel and technology has enriched global families’ lives for the last few decades.
03/31/2020
The deal adds to Ascot Lloyd's own £8bn funds under influence and 130 advisers, and follows a string of acquisitions by the consolidator in recent months.
03/30/2020
By the close of business yesterday, around 15% of FTSE 350 constituents had already announced dividend cuts
03/30/2020
With the change in demographic has come a change in relationship model.
03/30/2020
The low interest-rate environment has spurred investments into higher-risk premium strategies
03/30/2020
With dividends pressured, companies focus on financial strength
03/30/2020
As the next generation around the world prepare to inherit this wealth generated by their parents over the past few decades, we can see a shift in attitudes and priorities when it comes to the way this money will be invested and put to work.
03/27/2020
It doesn’t pay in the long-term to try to time market entry and exit points, according to St James’s Place’s Singapore investment head.
03/27/2020
As many of you will know, the Coronavirus pandemic has caused significant damage to economies, businesses and stock markets worldwide.
03/27/2020
The Charity Commission has published guidance on the use of reserves, and it is clear that they are encouraging the use of reserves where possible.
03/27/2020
Next generation of leaders emerge during crises – Matthew Fleming
03/26/2020
A source with knowledge of the deal said Tilney’s valuation had been hit hard by the fall in the dollar value of its assets under management, making a deal between the two hard to conclude.
03/26/2020
For new loans right now, we are also considering lending at 40% Loan-to-Value, rather than our usual 50% LTV.
03/26/2020
Continued diversification, whilst maintaining a strong capital position and financial discipline in these uncertain times.
03/26/2020
While its total equity was of €10.8m, Pilatus had just six loan clients and six to whom the bank had provided financial assistance in connection to residency schemes and applications to buy a Maltese passport.
03/24/2020
The chief executive of Quintet Private Bank Jürg Zeltner has passed away at the age of 52.
03/24/2020
The economic impact of coronavirus will depend on how the epidemic progresses in both scope and time frame and how government, business and households react and adapt. Could April be a turning point?