Finance News

Adjusted for Risk: Henley & Partner's Judi Galst on Residence and Citizenship by Investment

Judi Galst of Henley & Partners talks about the increasing demand from Americans to invest in foreign passports to help diversify their mobility options.

logo.png  By NB  Jul 25, 2023

UBS to Pay $387 Million in Credit Suisse-Linked Archegos Fines

UBS has previously said that legal liabilities related to Credit Suisse could run to as much as $4 billion over 12 months.

logo.png  By NB  Jul 25, 2023

Creative Planning Adds Goldman Sachs in Multi-Billion-Dollar Custodial Partnership

The mega-RIA will move "multiple-billions" of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients.

logo.png  By NB  Jul 25, 2023

Former UBS Wealth Head Tom Naratil Joins Lightyear Capital

Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space.

logo.png  By NB  Jul 25, 2023