05/28/2020
In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.
05/28/2020
Ultimately, with Luxembourg being a highly developed centre of legal and financial services, private individuals wishing to structure their assets' holding and financing benefit from a one-stop-shop meeting all their expectations.
05/24/2020
The cancellation of events from exclusive meetups to sports outings may reveal just how useful they were in bringing in new business
05/24/2020
The coronavirus pandemic has intruded even here, in the big-money world of super yachts and the private bankers who tend to their owners.
05/21/2020
The client’s intention was to simplify the structure, implement a succession planning solution and make the necessary adjustments to preserve wealth and accommodate the future needs of all the family members.
05/19/2020
Despite the increased order and trade volumes following the COVID-19 outbreak, Julius Baer has continued to operate and deliver its products and services with virtually no interruptions.
05/19/2020
In general terms, family businesses have also looked to embrace ESG factors as part of more sustainable business models, and the result is more frank and open discussion about complex ESG themes, both by younger and older members of the family.
05/14/2020
It is testament to the industry’s appetite for an open debate about its future that we’ve seen participation climb each year and the report gain truly global reach.
05/13/2020
Apex delivers a single-source solution covering the full spectrum of financial services products to asset managers, capital markets and private clients via over 40 offices and 3,500 employees worldwide.
05/12/2020
Canaccord is working with TeamedUp and six Olympic athletes to create the powerful and engaging series of content.
05/08/2020
With well over half of the world’s population currently facing constraints on their daily routine, it’s inevitable that families are spending more time together
05/08/2020
A double nomination in the Citywealth Magic Circle Awards has helped Crestbridge maintain its momentum in early 2020 and reinforced its leading position in the family office sector.
05/07/2020
The fund will channel donations appropriately to ensure monies are directed to the areas in most need of extra support.
05/06/2020
The agreement will provide clients in Ashburton’s Jersey domiciled funds and nominee service with an enhanced administration service, delivered through the latest advances in fund administration technology.
05/06/2020
This deal is a fantastic opportunity for SANNE as it further strengthens its expertise in Dublin and adds a new strategic location like the Cayman Islands to their global office network.
05/05/2020
The evolution of the global wealth industry over the past decade is evidenced by the emergence, relevance and impact of family offices worldwide.
05/04/2020
Quintet appointed Jakob Stott as interim Group CEO, also in March, after previous CEO Jürg Zeltner died.
05/01/2020
Net income for the quarter ended March 31, 2020 was $40.3 million, down $3.6 million from $43.9 million in the prior quarter.
05/01/2020
As the crisis continues to unfold, we expect our AIFM teams to be increasingly busy.
04/30/2020
In addition to financial aid, Lombard International Group is launching an employee-driven fundraising campaign to further support MSF’s COVID-19 Crisis Fund.