01/10/2020
The firm is in the process of moving out of its Brickell Avenue location in Miami and relocating its US offshore and Latin America business to Madrid, Spain, according to sources with familiar with the situation
01/10/2020
It’s now time to reveal the winners.
01/09/2020
The deal will add to ZEDRA’s existing headcount of over 550 industry experts across 13 countries
01/07/2020
ZEDRA delivers tailored high quality diversified active-wealth solutions to its clients, which include high net worth individuals and their families, as well as medium to large sized companies, asset managers and their investors.
01/03/2020
Hatheway stepped down as head of investment solutions in August 2019, with the bulk of his roles being divided up among members of the alternatives, private client and mixed asset teams.
12/26/2019
The bank is conservatively capitalized and enjoys a large cash position.
12/23/2019
Many billions in assets are held by structures in the British Virgin Islands (BVI) designed for wealth and succession planning purposes.
12/19/2019
The event which took place last month was lead-sponsored by the Finance Agency and included an invite only panel promoting the Isle of Man as the natural choice for private clients’ structures
12/19/2019
The annual Magic Circle Awards identify the best advisers and managers in the global private wealth industry.
12/18/2019
Since both funds’ investment processes had converged, and in order to allow investors to benefit from economies of scale with a larger pool of assets, Mirabaud has made a proposal, which has been accepted by its investors, to merge the two ESG Conve
12/18/2019
Wealth managers who featured on Citywire Switzerland’s cover this year reveal their resolutions for 2020
12/17/2019
Vasoli explained first that he is director of the law and tax firm dMTV, standing for his family’s surnames de Masi Taddei Vasoli.
12/16/2019
The first six months of the financial year have seen strong revenue growth across most of our business lines, accompanied by further strategic investment in our core systems.
12/12/2019
Another trend concerns the fact that life expectancy continues to increase, and families will find three and, in some instances, even four generations of family members alive at the same time
12/11/2019
Chief executive officer of Oak, Stuart Platt-Ransom has been named in the 2020 eprivateclient 50 Most Influential list.
12/10/2019
Both organisations are excited about what the future holds.
12/09/2019
SA managers will be aware of the European UCITS funds, but Guernsey’s message is to look beyond the obvious.
12/09/2019
Catherine has over 20 years experience in the finance industry, qualifying as a Chartered Accountant with Deloitte in 2000.
12/09/2019
Those that have made it onto the list are the leaders when it comes to providing the best possible advice and service for clients
12/06/2019
For many businesses, staying true to the principles, strategies and decision making that fuelled early growth seems a sensible route to success.