Search
Search Only:

Search Keyword trust

Total: 12 results found.

... trusts, foundations, and corporate structures, Geneva and Zurich are key centres of expertise and offer a world class range of services. Switzerland is the world’s leading private banking centre with over ...
Wednesday, 12 May 2010
2. Financial PR/Events
(Shorex/Main)
... Markets, Hedge Funds) Private banking Investment banking & structured products Trusts, fiduciaries and family offices International tax and estate planning Property ...
Wednesday, 19 August 2009
3. Luxury PR/Events
(Shorex/Main)
... through the whole process. Accountability and strict adherence to budget parameters have helped us to win our clients’ trust. We adopt an outcome-driven approach focused on both strategic and tactical ...
Thursday, 23 July 2009
4. How to Attend?
(Shorex/FAQ)
... Money Managers and Trustees. Professional Advisors Senior Private Bankers, Portfolio Managers, Client Relationship Managers, Analysts, Tax Consultants, Lawyers, Accountants, Estate Practioners, Wealth ...
Friday, 01 May 2009
Shorex capitalise on their network of financial intermediaries, bankers, lawyers, trustees and professional investigators to launch a range of risk management services including due diligence, business ...
Tuesday, 28 April 2009
6. Prepare for post-crisis
(Shorex/Press Coverage)
...  THE private wealth management industry may have to tackle three key areas as a different post-crisis financial landscape begins to unfold: rebuilding trust and confidence, having ...
Monday, 20 April 2009
7. Getting up to Swiss standards
(Shorex/Press Coverage)
... said Portcullis TrustNet Group chairman David Chong. “The issue is how the individual could be protected against an intrusive tax authority going after them in a fishing expedition,” said Mr Jacques Leuba, ...
Monday, 20 April 2009
... trust, enhancing transparency and proper risk management and market conduct. It also brings into sharper focus what should be a long term sustainable business model within the private wealth management ...
Monday, 20 April 2009
...  A focus on competence, rebuilding trust and confidence and ensuring adequate risk management and corporate governance will be the three vital areas for the private wealth ...
Monday, 20 April 2009
... explains in her fascinating book, how an iconic bank such as UBS can fall victim of the blind greed of an arrogant captain leading a loose bunch of bonus-driven traders and irrevocably undermine trust ...
Monday, 20 April 2009
11. SHOREX Summer 97
(Events/Past Events)
... Alternative Structures to the Trusts, Management of Offshore Structures, Due Diligence and Bank Secrecy. The event has widespread media coverage including articles in Nice Matin and l’Expansion. Location: ...
Thursday, 16 April 2009
12. Wealth Management
(Shorex/Industry Sectors)
Wealth Management Is an advanced type of financial planning that provides high net worth individuals (HNWIs) with private banking, estate planning, asset management, legal and trust services, investment ...
Tuesday, 14 April 2009