10/04/2017
UBS: Wall Street is unprepared for the magnitude of Europe's looming regulatory overhaul
UBS flags asset managers and investment banks as especially susceptible to absorbing unforeseen costs
Comment & Analysis
10/03/2017
Hedge fund man and wealth manager Alan Miller rips into robo-advice firm Nutmeg
Former hedge fund manager Alan Miller, who now runs wealth management Based on its recently reported costs and number of accounts managed, Miller found Nutmeg's salary costs work out at £214 per account.
10/03/2017
Martin Blessing Wants to Avoid Botching UBS Job
The 54-year-old Martin Blessing has already left his mark on UBS.
10/03/2017
Sergio Ermotti as Chairman?
He doesn't want to at least not outside of UBS.
10/03/2017
How UBS Became Home to Half the World’s Billionaires
The resulting stability and credibility has made UBS Group AG such a model that investors now value the bank at a premium to its European rivals
10/03/2017
Is commission cannibalising Asian wealth management?
It is difficult to deny that commission payments which are, in many examples, larger than the basic salary, shape an RM’s behaviour towards a self-fulfilling outcome.
10/03/2017
St. James’s Place – 'A week of controversy'
Revised figures showed the UK economy growing at the slowest pace of all G7 members
10/03/2017
Biggs ‘Conducts’ Northern Trust Strategy
Her expanded role was amongst five management changes in Europe in March following the appointment of Peter Cherecwich as president of Corporate & Institutional Services in the previous month.
10/03/2017
What Defines Millennials – and How Marketers Can Reach Them
Generational studies point to common factors that create and define a cohort.
10/02/2017
Why can’t we admit that girls ARE different? Fund manager and mother of NINE, Helena Morrissey makes a plea to encourage female investors
‘Why are we not investing? Well, it’s not that we are not good at it.’
10/02/2017
Beginning a new chapter...by Penny Lovell
I’m extremely excited to launch Sanlam’s new Private Office proposition that builds on the existing HNW business here.
10/02/2017
About time by Tim Price
The children were allowed to eat this treat, but were told that if they could wait for 15 minutes without giving in to temptation, they would be rewarded with a second tasty reward.
10/02/2017
Savvier investors, more competition mean wealth management firms must add value
On the flip side there are also some truisms for wealth management firms
10/02/2017
Why financial services should be terrified of dispensing wealth management robo-advice
Historically, a human advisor and client went into a ‘darkroom’
10/01/2017
John Cryan given six months to turn round Deutsche Bank
“If we don’t see improvement in the next two quarters, pressure will mount on the management board,” said Ingo Speich, a senior portfolio manager at Union Investment.
10/01/2017
The head of investment themes at UBS explains the big trends every investor should know
This is also going to put strain on healthcare services.
09/29/2017
The Scotsman Who Can’t Stop Making Deals
Martin Gilbert does yet another merger-this time to build Standard Life Aberdeen and aim for $1 trillion in assets.
09/29/2017
HNWs Would Use Amazon for Wealth Management
The tech companies have the speed, agility and ability to use data to personalize services while driving transparency better than traditional advisors are able
09/28/2017
Geneva's AM industry unites to raise sustainability awareness
In order to promote responsible investing and new projects.
09/27/2017
The Astonishing Return Of Steven Cohen
The billionaire investor was barred from accepting investor capital unit Jan. 1. However, every indication suggests he'll be back in 2018. But don't expect Cohen to employ 'expert networks' this time around. The SEC will be watching.