03/30/2016

Victoria Liddle Joins Duncan Lawrie Private Banking

A business meeting at Private Bank Duncan Lawrie convinced Victoria Liddle that with its ‘can do’ attitude and culture, this was where she would choose to work if an opportunity came about.

03/28/2016

The Price is Right: Wealth M&A Surges

But while these three examples highlight that M&A is still a viable strategy for larger wealth firms, our Deal Tracker assessment indicates that consolidation has gained most momentum among smaller institutions.

03/24/2016

200m mandate awarded to Lombard Odier by Multi-Family Office

The mandate, for an established international family, is valued at €200m and includes institutional asset managemenThe mandate, for an established international family, is valued at €200m and includes institutional asset management

03/16/2016

St. Kitts keeps its soul, retirees keep their wealth

So for retirees looking to slow things down, St. Kitts in particular is an idyllic escape that is equal parts out-of-the-ordinary and a flashback to a simpler Caribbean time when food and entertainment dominated the culture.