01/02/2018
Wealth Management For The Global Super-Rich
Mitigating taxes and protecting their affluence can be more fruitful than finding new investments.
Wealth and Asset Management
01/02/2018
US wealth management: Ghost protocol
The spectre of collusion may not hang over the US wealth industry for much longer.
01/02/2018
The Growth of Impact Investing
A Google search reveals nearly 11 million impact investing entries
01/02/2018
Private banks enable women to invest with confidence
The global bank has pledged to increase the financial confidence of 1m women by 2021
12/31/2017
The 10 Worst Clichés of Wealth Management
We win if you win.’ ‘We treat your assets as if they were our own.’ ‘We put client interests first.’ And more.
12/31/2017
How the late David Rockefeller built up an incredible catalog of 200,000 index cards
Rockefeller, who was famous not only for his wealth and influence but for his incredible philanthropy, refers to himself as ‘DR’ on the 3-by-5-inch index cards
12/28/2017
Tilney goes on adviser hiring spree
Tilney Group was created by the merger of Tilney and Bestinvest in May 2014.
12/26/2017
Soros Fund backs UK concierge for the wealthy after IPO
Ten Lifestyle Group quickly garnered attention from a range of big investors.
12/22/2017
UBS eyes wider rollout of online wealth management service
SmartWealth could be expanded on the back of the bank’s newly unified IT platform, which excludes only the bank’s U.S. private banking business which is run out of a separate American division.
12/22/2017
BlackRock takes 5% stake in wealth consolidator
‘We see the continuing support of BlackRock and other institutional investors as a vote of confidence in the group and our strategy'
12/22/2017
Betting On The Future Of Wealth Management With UBS
Since 2011, UBS has focused on building up the wealth management divisions as its core asset.
12/22/2017
LLB acquires Austrian private bank
The present main shareholders of Semper Constantia plan to hold around 6 per cent of the LLB.
12/22/2017
Vontobel merges two multi-asset funds and hands PM new role
The spokesperson confirmed that the merger of two strategies happened as a result of the optimisation of the multi-asset product range of Vontobel.
12/22/2017
UBS becomes first bank to invest in Asia’s women billionaires
Swiss-based investment bank offers UBS Unique – the first and only investment bank service tailored to needs of wealthy women
12/21/2017
Coutts says Europe and Japan behind its investment returns
Solid performance from Coutts Investments
12/21/2017
Boston Private to shed $9B wealth management unit
The firm provides both banking and investment management services to the wealthy.
12/21/2017
Pictet’s Collardi coup rewards bank on right track
As the poster-boy of Swiss private banking, Mr Collardi could do no wrong for many years, although he had been growing restless.
12/21/2017
It's an inspiring time of the year. - Marlo Thomas
Even nations that do not celebrate Christmas can't help but be caught up in the collective spirit of their neighbors, as twinkling lights dot the landscape and carols fill the air.
12/21/2017
Banks Vie for $200 Billion of Latin American Tax-Amnesty Wealth
Brazilian lenders, benefiting from a deep familiarity with Latin America, are sensing an opportunity as they compete with less-entrenched rivals
12/20/2017
Notice of PreClose Trading Update
Update for the half year to 31 January 2018