News results for Ince

Financial Results
12 August 2022

Falling Markets Offset Acquisitions To Hit CI Financial's AuM

The Canada-based group has bought a raft of US and Canadian wealth management firms since the start...

New Office
12 August 2022

J Stern & Co's Malta Office Keeps EU Access Open

A marketing passport scheme that had enabled UK-based firms to tap into the European Union market...

ESG
11 August 2022

Northern Trust AM Opens Global ESG Strategy To Asian, European Investors

The US-based firm said that its existing strategy – open to US investors since 2015 – has...

Strategy
9 August 2022

Indosuez Shows Where Investment Hotspots Are

Vincent Manuel, CIO at Indosuez Wealth Management, discusses with WealthBriefing the macro-economic...

People Moves
26 July 2022

New Private Banking Head At BCV

The appointment comes as the predecessor, who has held the role since 2009, prepares to stand down...

New Products
20 July 2022

ZEDRA Launches Pensions, Incentives Service

ZEDRA, a specialist in active wealth, corporate and global expansion, and fund solutions, is...

People Moves
19 July 2022

Who's Moving Where In Wealth Management? – Ince, IQ-EQ, Lowry Legal

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Compliance
7 July 2022

Battery Maker Quits SIX, Blames EU-Swiss Trade Row

The departure from the Swiss stock exchange is being blamed in part for the trade argument that has...

People Moves
5 July 2022

Changes At Top Of Lombard Odier's Asia Business

The Swiss bank has announced changes affecting two senior figures, one of whom has come over from...

People Moves
21 June 2022

Who's Moving Where In Wealth Management? – Investcorp, Ince, Others

The latest moves and appointments for wealth management roles in the UK, other parts of Europe, the...

Comment & Analysis results for Ince

ESG
12 November 2021

Pricing Carbon: What Are The Options?

Putting a price on carbon emissions makes polluting energy sources expensive and provides an...

M and A
18 September 2020

WEALTH TALK: Focus On Possible Bank Mega-Merger

It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying...

Tax
3 October 2017

GUEST ARTICLE: Setting Up A Trust For Russian Tax Residents – Most Common Questions

The new rules continue to shape the way Russians think, plan and comply, since their concerns...

Banking Crisis
27 November 2014

EXCLUSIVE: It's Been Tough, But Spain's Private Banking Sector Is Seeing Recovery - Part 1

Spain's economy has endured a torrid time since the financial crisis, but what is the state of its...

Strategy
19 July 2013

INTERVIEW: Regulatory Change Provides A Wealth Of Opportunity - Raymond James

Since the global financial crisis in 2008, the financial services industry has come under...

Surveys
26 September 2012

Advanced HNW Planning Benefits "Negated" By Outdated Estate Plans - New Study

Three-quarters of estate plans relating to HNW clients are at least three years old, yet an...

Strategy
24 July 2012

Exclusive: Steve Lockshin On Advizent, The New RIA Marketing Consortium

Steve Lockshin, chairman of Convergent Wealth Advisors and founder of outsourcing powerhouse...

New Products
31 May 2012

Summary: New Kids On The Block In European Wealth Management

As the half-way point of 2012 nears, this publication looks back at some of the new arrivals in the...

Company Profiles
30 March 2012

Company Profile: Evercore Proves Its Worth Since Launching In Great Recession - Part 1

Jeff Maurer, former CEO of US Trust, teamed up with investment bankers Evercore Partners to form...

Family Office
23 November 2010

Single Family Offices And The Importance Of Trust And Loyalty [DO NOT EDIT]

Since 2008, there seems to be a widespread distrust of service providers, particularly banks, and a...