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ultra high net worth

June 23, 2015

The vast majority of high net worth investors consider social impact an important factor when choosing investments, but many are unsure who to turn to for advice on opportunities and execution, new research has revealed.

The vast majority of high net worth investors consider social impact an important factor when choosing investments, but many are unsure who to turn to for advice on opportunities and execution, new research has revealed.

RBC and Capgemini’s World Wealth Report, which surveyed more than 5,000 individuals, also found that strong economic and equity market performance has created 920,000 new millionaires worldwide in 2014.

January 16, 2015

The global ultra-high net worth population is set to transfer more than $16 trillion (€13.8 trillion) to the next generation over the next three decades in what will be the largest wealth transfer in history, according to a new report.

The global ultra-high net worth population is set to transfer more than $16 trillion (€13.8 trillion) to the next generation over the next three decades in what will be the largest wealth transfer in history, according to a new report.

The inaugural Wealth-X and NFP Family Wealth Transfers Report of 100,000 individuals claims the wealth transfer comes as a result of an ageing population of entrepreneurs, who are only now beginning to implement their succession plans. 

November 20, 2014

Family-owned Banque Havilland has extended its international network to the Bahamas with the acquisition of 100% of the shares in Pasche Bank & Trust Limited in Nassau, Bahamas, the latest in a series of international deals.

Family-owned Banque Havilland has extended its international network to the Bahamas with the acquisition of 100% of the shares in Pasche Bank & Trust Limited in Nassau, Bahamas, the latest in a series of international deals.

The acquisition of the Bahamas business follows the purchase of a majority stake in Banque Pasche’s Liechtenstein private banking business on 6 October this year. In November 2013, Banque Havilland  bought Banque Pasche’s Monaco business.

September 1, 2010

Signia Wealth, the multi-family office launched in March 2010 by ex-Coutts senior manager Nathalie Dauriac-Stoebe, has appointed Mark Elliott as managing director.

Signia Wealth, the multi-family office launched in March 2010 by ex-Coutts senior manager Nathalie Dauriac-Stoebe, has appointed Mark Elliott as managing director.

Elliott (pictured) joined Signia from Barclays Wealth, where he set up the financial institutions group and professional practices business in 2007. He has close to 20 years experience in private client management, banking, credit, financial planning and wealth structuring.

March 29, 2010

Signia Wealth Ltd, a new independent multifamily office granted authorisation by the UK’s Financial Services Authority, has been launched to meet the increasing demand for innovative wealth management solutions and transparency according to its founders.

Signia Wealth Ltd, a new independent multifamily office granted authorisation by the UK's Financial Services Authority, has been launched to meet the increasing demand for innovative wealth management solutions and transparency according to its founders.

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