07/12/2015
Best global bank 2014: UBS – Model of a modern bank
Perhaps the biggest indication of Ermotti’s success is less tangible.
Wealth and Asset Management
07/12/2015
Want to open an overseas bank account? It's a bit harder than you might expect
The continuing speculation over Greece's possible exit from the Eurozone and the weakening effect this might have on the shared currency in the short-term
07/12/2015
Deutsche's Asset and Wealth arm on track for $1.9 bln profit this year
The asset management arm is one of the areas that Deutsche Bank wants to invest in as part of a major restructuring.
07/10/2015
Hedge Fund’s Wealthy Clients Want to Add Money After July Loss
They know that when things are cheap, it’s a good time to buy.Things have gotten very cheap in the last few days.
07/10/2015
New Kleinwort Benson Investors Small Cap Investment Strategy seeded by global Multi-Manager
It is on the back of its research and a programme of back-testing that KBI has introduced a new Small Cap investment strategy, investing across the Developed Markets.
07/10/2015
Majority stake in private German bank goes to China
Shareholders in a private German bank have approved a takeover by Chinese investors, marking a new chapter in German banking history.
07/10/2015
Private Banks Urge Calm Amid China Uncertainty
Advisers to Asia’s wealthy are divided on whether to buy battered stocks or wait until the dust settles.
07/10/2015
JM Finn poised for tax advisory launch
JM Finn & Co is exploring client appetite to launch a tax advisory service.
07/10/2015
Quilter Cheviot targets Middle East with Dubai office
Discretionary fund manager Quilter Cheviot, which was acquired by Old Mutual Wealth in Q1 of this year, is to open a branch office in Dubai.
07/10/2015
Brewin & Rathbones men take Tour de France challenge
Over the first few days the cyclists – who are aiming to raise £1million for Cure Leukaemia - cruised across the Netherlands, battling strong winds on the flat terrain, and into Belgium.
07/09/2015
UBS or Credit Suisse: Where should you work as a banker in Asia?
But which is the best firm to work for if you are a private banker in Asia considering your next move?
07/09/2015
Big Recruiting Grabs Build Momentum for Raymond James
That grab was the largest in the firm's history.
07/09/2015
Profile: how Walker Crips has turned it around
It is a milestone [and] when we reach it we will feel entitled to be taken more seriously as a mid-sized quoted house.
07/09/2015
Private banker will help Webster follow the big money
The competition for wealthy customers’ money is heating up on the narrow streets of Boston’s Financial District. Just ask Christopher O’Connell.
07/09/2015
Leading a race to the top in Asian private banking
It has been compelling for many private banks to try to provide a broader range of products and services to appeal to the lower tiers of Asia’s wealthy.
07/09/2015
Philippines Wealth Management Forum 2015 - Highlights
Thank you to the senior market practitioners who attended.
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/09/2015
Should others follow Charles Stanley with pay overhaul?
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/08/2015
New Quarterly Webinar Series from OppenheimerFunds on Compelling Wealth Management Conversations
The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.
07/08/2015
Private banks pride themselves on discretion
In the wake of high-profile scandals in the Middle East's private banking networks, we asked key individuals about what clients need from the sector.