Private Banking Quo Vadis

Information and interesting news about private banking and the wealth industry in general

Quantum Global Financial’s Holon Fund generated total return of 49.23% for twenty months

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Quantum Global Financial’s™ Holon Fund generated total return, net of fees, of 49.23 % for twenty months beginning at inception July 1, 2008 and ending February 28, 2010. Quantum Global Financial Corporation (QGF) www.QuantumGlobalFinancial.com offers discretionary investment management services to institutions and high net worth accredited investors around the world including British Columbia, Alberta, Saskatchewan, … Read more

Sustainable Investments With Annual Double-Digit Distributions

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I would like to introduce to you SUSI Partners, a Swiss/Luxembourg Fund Management Company focusing on sustainable investments. Sustainability and Social Responsible Investing are the leading topics in today’s investment world. Sustainability is understood as a best-in-class approach or as the application of exclusion criteria when deciding about an investment. However, ecological aspects are often … Read more

Convention of Independent Financial Advisors VIIIth International Forum in Madrid April 28-30, 2010

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MADRID, SPAIN: April 28-30, 2010 at the Hotel Melià Castilla, join us for the VIIIth International CIFA Forum, “Financial Bubbles and Regulatory Bubbles” and the key role to be played by the independent financial advisor. Please visit CIFA website www.cifango.org for the full program and registration form. We are still building our sponsors, so please … Read more

Meet the decision makers required to expand your business

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conference details Conference: Day 1 May 11th 9am – 5:30pm Day 2 May 12th – 5:30pm Pre-conference workshop: May 10th 9am – 5:30pm › Find out more › Add this to my calendar or call +1 212 379 6320 Dear colleague, Access private wealth within Latin America to create new business deals and increase your … Read more

Dow Jones Investment Banking

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English I French I German Does your role within investment banking involve: Discovering new opportunities and deal ideas before the competition? Connecting with corporate decision makers? Providing the vital research and analysis that your business relies on? If any of these tasks are important to you Dow Jones can provide you with the essential tools … Read more

Fundamentals of Fails Management, 9 February 2010, London

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Failed Trade Settlement is very expensive in terms of Penalties, extra working time needed to resolve a situation and possible loss of reputation. It also erodes a good client relationship. It is not really surprising that clients give their highest ratings to some of the most expensive Custodians, Brokers and Banks. Cheap is often dear … Read more

Help your high net worth clients shelter more of their Estate

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TriCap Assurance provides a set of unique and flexible life assurance solutions designed to help your high net worth clients keep a high level of confidentiality while retaining full control over their assets. These products are designed to leverage favourable tax treaties and other tax optimization strategies to deliver a highly customized wealth and estate … Read more

OFFSHORE COMPANY LAW

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The new book of Prof. E. Edward Siemens An updated and detailed study of 20 jurisdictions: Bahamas, Belize, Bermuda, British Virgin Islands, Cayman Islands, Guernsey, Jersey, Isle of Man, Gibraltar, Cook Islands, Samoa, Vanuatu, Mauritius, Panama, Switzerland, Dubai, Labuan, Delaware, Hong Kong. Professor Siemens’ book will be a handy source of information for those working … Read more