11/04/2016
This week saw the fourth module of the Trustee Leadership Programme, which we run in partnership with Cause4 and The Clothworkers’ Company. The final “matching” evening will take place in a few weeks where participants will have the oppo
11/03/2016
For us, it is very important to continue to build up the scale in this business.
11/03/2016
The Swiss private bank was shut down in Singapore in May for allegedly helping to launder 1MDB money.
11/03/2016
TD recently sought an extension on its exclusivity to perform due diligence until Nov. 22, but it remains unclear whether that process will result in the bank making a final, binding bid.
11/03/2016
The Swiss bank's profit for the three months to end-September was well above the average estimate for a 120 million franc loss in a Reuters poll of five analysts.
11/03/2016
UK bond and equity prices hit simultaneous record highs and investors began to question asset prices
11/03/2016
For billionaire and millionaire clients UBS typically prepares a strategic asset allocation which looks five to seven years ahead.
11/03/2016
In this edition of The Wealth Finance Brief we have sought to highlight the recent developments in the legal world which we think are of most relevance to private bankers.
11/03/2016
It is this US planning element that was fundamental to our decision to establish ourselves in the jurisdiction.
11/03/2016
The Volantis team will join Lombard Odier's hedge fund strategies platform statement
11/03/2016
ROE excluding non-economic items** of 9.7% in Q3 16 (7.0% in Q3 15)
11/02/2016
The outcome the authorities are working in the regulation.
11/02/2016
Eight foreign private banks have pulled out in the last two years, at a time of Asia's explosive growth in wealth
11/02/2016
This development will not only improve the competitiveness of SMEs, but also enable to contribute to the development of economy
11/02/2016
Next Financial Group Inc acquired a new position in Brookfield Asset Management during the second quarter valued at $252,000.
11/02/2016
At the time, UBS said this would lead to staff cuts without going into specific figures.
11/02/2016
JPMorgan Chase & Co. makes up approximately 1.79% of Endurance Wealth Management’s portfolio.
11/02/2016
Swiss Life at the end of September launched two wealth management mandates
11/02/2016
The recognition caps off a momentous year for the bank, having recently celebrated its 10-year anniversary in Dubai.
11/02/2016
The 2016/17 edition of The Spear’s 500 was also launched on the night, releasing the names and rankings of the 750 top private client advisors