01/27/2015
UBS said on Tuesday it had introduced a deposit charge for certain large account balances in Switzerland, following policy moves by the Swiss National Bank which have sent the value of the safe-haven Swiss franc soaring.
01/26/2015
Sudden appreciation in Swiss currency impinges heavily on their overseas income
01/26/2015
The firm, which currently runs over £450 million, is looking to expand its regional footprint.
01/26/2015
When it comes to developing and investing in energy, high net-worth investors say. "all of the above," according to a recent poll conducted by Morgan Stanley Wealth Management.
01/25/2015
Two of the bank's investors have told its chairman to find a replacement for Peter Sands
01/25/2015
Got a spare billion? Investment bankers are keen to help
The growing ranks of the super rich and their increased appetite for risk have caught the eye of investment bankers.
01/25/2015
Analysts and bankers believe the dramatic central bank u-turn will be extremely damaging for Swiss private banks and asset managers that have a high proportion of their costs in Swiss francs, but most of their revenues in foreign currencies.
01/23/2015
Former BBC Newsnight anchor, Jeremy Paxman, will be asking the questions about the prospects for the international funds industry when he is the moderator at this year’s Jersey Finance funds conference in London on March 19.
01/23/2015
I wouldn't call it a one-and-done, but we don't need to make other acquisitions to achieve our goals
01/23/2015
Recruiting remains robust ... so we should have a tailwind in that area
01/23/2015
St. James’s Place last year bought Singapore-based advisory business Henley Group Ltd.
01/23/2015
‘Founders 100’ entry donation is $50,000
01/23/2015
UBS Wealth Management put out a note to its private bank clients detailing how the move would hurt Switzerland's growth and the stocks of Swiss companies dependent on revenues in other currencies.
01/23/2015
The combined business will manage £420m of assets and employ 21 staff across two offices.
01/23/2015
The number of partners also grew faster than expected at nine per cent year-on-year
01/22/2015
Swiss bankers are now pitching 'superior banking' services to their prospective clients
01/22/2015
Australia's growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report reveals.
01/22/2015
Aberdeen Asset Management is not looking for any major acquisitions following its purchase of Scottish Widows Investment Partnership
01/22/2015
Intesa Sanpaolo is considering a flotation of its private banking
01/22/2015
CORRECTION - RBC to Acquire Premiere U.S. Private and Commercial Bank
RBC supports a broad range of community initiatives through donations