11/22/2016
Equilibrium founder named Entrepreneur of the Year
To have now been recognised as Entrepreneur of the Year is fantastic.
Wealth and Asset Management
11/22/2016
Poorer Swiss still top wealth-per-capita ranking
Switzerland has led international tables in terms of average wealth.
11/22/2016
SCM Direct, JH&P and Investment Quorum: Spear's 500 top wealth management professionals unveiledSCM Direct, JH&P and Investment Quorum: Spear's 500 top wealth management professionals unveiled
In top position is Alan and Gina Miller
11/22/2016
Vontobel Determined to Go It Alone
In his lifetime, there was no doubting that the owners would fight for the bank's independence come what may – fending off potentially interested parties such as Raiffeisen cooperative bank.
11/21/2016
UBS to restructure HK and China teams
Two separate sources said that the reorganisation had affected around 20 bankers from the two teams.
11/21/2016
Golden strategy for 2017: buy on the dips
A surge in long-term real interest rates was the driving factor behind gold’s recent drop
11/21/2016
Aggressive Targets for Credit Suisse in Thailand
The company's minimum level of assets for customers is $2 million, and its customers' assets average $5 to 10 million.
11/21/2016
Credit Suisse moves toward Swiss bank spin-off
Credit Suisse said it was too early to give any guidance on the valuation.
11/21/2016
2 big players eyeing ANZ insurance, wealth unit
The wealth division's relatively low-risk, fee- based superannuation business is appealing.
11/21/2016
How a Financial Advisor Tries to Build Wealth for Generations
He looks for clients with patience and investing horizons that match his own, and the strategy appears to be resonating well.
11/21/2016
The IFP Advisors Inc raises it position for UBS AG
A number of other hedge funds have also recently made changes to their positions in UBS.
11/21/2016
Private bank incentives for bond deals face pressure
There are no strict rules on the beneficiaries of the rebate
11/21/2016
Vontobel's Georg Schubiger: «We Don't Make Money By Moaning»
This setting is very efficient because we can save costs and we have great growth perspectives.
11/21/2016
Walker Crips profits almost vanish
“Specifically we have invested significantly in compliance resources and client-facing systems and will continue to do so.”
11/21/2016
Swiss Banks’ Clean-Up with Unwelcome Clients
The lack of a clean sweep poses considerable risks for banks
11/21/2016
Private office eyes double office launch
The purchase was made to boost the firm’s presence in London.
11/21/2016
Dominion acquires another Swiss Private Client business.
Dominion is in the process of opening other offices in Asia as the firm expands both East and West from its core operations in Europe.
11/18/2016
Wealth manager profile: Cerno Capital Partners' Spence
It was fascinating because capital was moving to Asia.
11/18/2016
Responsible investment wealth management firm launches
These will include direct bonds and equities, through to high impact private equity investments.
11/18/2016
OMW advice business acquires third financial planning firm
The business hopes to have £1bn in assets under advice by the end of 2016.