09/09/2021
Published in June 2018, the Blueprint by global consulting firm McKinsey noted that offshore private banking and wealth management is the IFC’s third-largest sector, with a banking revenue pool of US$94 million, Assets under Management (AuM) of US$8
09/09/2021
The company is also set to introduce offshore investments which will give clients access to exchange traded funds (ETFs), indices and shares in major stock exchanges.
09/02/2021
We provide clients with holistic solutions to meet their onshore and offshore financial needs.
08/30/2021
FNB division wants to cross-sell its products to the group’s 9-million retail banking clients
08/26/2021
The collaboration will see Old Mutual acts as the exclusive strategic investor for Africa in the AIVGF.
08/19/2021
In the contemporary everchanging scenario it is actually possible to win the best of both worlds, by start looking in depth at the whole art and science of communicating with private clients.
08/19/2021
Old Mutual said its mortality experience through the Covid crisis has been worse than anticipated
08/09/2021
Family offices can be classified into two types; A single-family office, which caters to one wealthy family, while a multi-family office offers its services to multiple clients and families.
08/06/2021
Green, social and sustainability bonds aim at raising funds to address social, environmental and other challenges.
08/05/2021
Private Business accounts increased by 9.9% between March 2020 and March 2021.
07/27/2021
The new collaboration will involve a programme of targeted business development opportunities in key hubs such as London, Dubai and Cape Town
07/23/2021
Access To Water is a Swiss foundation committed to improving access to drinking water in regions hit by water stress.
07/21/2021
This includes the launch of IQ-EQ Compass- our integrated ESG - service offering that helps our clients build sustainable value and reputational resilience.
07/09/2021
The most common vehicle used in estate planning is a Trust, a structure derived from the common law concept.
07/08/2021
Going forward, these platforms will be further implemented to offer secure, stable and high-quality services for virtual cooperation, meetings and events
07/01/2021
‘Concepts such as ESG/sustainable investing, and green sukuk are also rising in prominence and gaining investor interest’
06/30/2021
World Wealth Report 2021
The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools
06/22/2021
Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth
06/22/2021
The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.
06/22/2021
Compared to last year, Tokyo and Zurich each dropped one spot to fourth and fifth positions, respectively.