04/10/2018
Pictet multi-asset boss Percival Stanion dies
‘Percival was an equity partner who joined Pictet in 2014 to head Pictet Asset Management’s international multi-asset business, based in London,' said a spokesperson for Pictet Asset Management.
04/10/2018
Combining equity and debt investments, the fund will gather emerging market premium while also controlling the risks.
04/10/2018
Ten thousand wealthy individuals could be hit by offshore tax avoidance legislation proposed by HM Revenue & Customs, generating up to £50m a year in tax receipts.
04/10/2018
OMI didn’t say which court it was taking the action in, nor what level of financial damages it was claiming, nor who, if not OMI itself, had suffered the losses.
04/09/2018
The roundtable members comprised 15 independent asset managers, family offices and a sprinkling of technology providers. s do.
04/09/2018
The private banking chief is keen to use the upswing to increase fee based services for the bank.
04/09/2018
All this has shaken market sentiment, with most major indices around the world falling last week.
04/09/2018
Winners of annual Wealth Management Awards revealed
The winners of the World Finance Wealth Management Awards, 2017, have demonstrated confidence in avoiding such pitfalls.
04/09/2018
Deputy CEO David Hodnett to take a two-month sabbatical
04/09/2018
UBS Wealth Management has launched a cross-asset portfolio in Asia based on sustainable investing that aims to mirror the firm’s traditional strategies.
04/09/2018
The display was revealed at the awards ceremony for the Voices 2018 writing competition, run by the charity Coram Voice, and hosted by actor and former Doctor Who star Peter Capaldi.
04/09/2018
The business will now carry on as CGWM while the integration of the two businesses is expected to continue through to 2019.
04/08/2018
Rathbone Brothers and Permira are preparing a bidding war for the Scottish stockbroker
The move comes less than a year after the pair were embroiled in a bidding war after wealth manager Tilney
04/06/2018
Wealth advisers as recently as 2016 were given ambitious quotas and could earn extra pay by steering clients into loans and accounts with recurring fees
04/06/2018
The latest productivity table from Asian Private Banker – which measures average AUM per RM – ranks J.P. Morgan third behind Goldman Sachs and Citi.
04/06/2018
Tsien received S$9.69 million in 2017. In 2016, his total remuneration was S$8.38 million, according to its annual report.
04/06/2018
UBS Advice Advantage, designed with SigFig, combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities
04/06/2018
Criteria currently has 18 advisors and is increasingly investing in its open architecture platform, said Reekstin.
04/06/2018
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
04/06/2018
The fund is registered for public distribution in Switzerland and is available in different European countries.