10/30/2013
No clear rules for family trusts: UBS
An increasing number of wealthy Chinese are seeking to make better use of their assets and get them properly protected in order to pass them on to the next generation, according to a senior official at UBS Securities Co Ltd. Provided to China Daily
10/30/2013
With bonus reviews now high on the agenda, eFinancialCareers polled over 4,500 financial professionals across seven markets to understand their bonus expectations.
10/30/2013
“Asset growth was supported by strong net collections in Asia and Europe,” Vincent Lecomte, co-head of wealth management, said in an e-mailed response to questions today.
10/30/2013
Camilla Dell’s Black Brick triumphed
10/30/2013
We are honored by these awards, which reflect Northern Trust's deep commitment to innovation in how we serve our clients
10/30/2013
It was the first time in the event’s history that South Africa was invited to join the survey
10/29/2013
Barclays wealth arm swings into profit
Investment Bank income was down 7%
10/29/2013
The ASEAN Wealth Management Summit - How the Rise of South East Asia Heralds a New Era for Global Wealth Management
10/29/2013
Vontobel reports stable client assets in the third quarter of 2013 -continued increase in profitability in Private Banking - sustained earning power in Asset Management
10/29/2013
RHJI's Kleinwort Benson to buy BHF-Bank
RHJI said investment firm Blackrock, which was initially set to become a co-investor, decided to withdraw from the deal.
10/29/2013
15% discounted pass to The Future of Private Banking
The conference is your chance to meet like-minded professionals and discuss strategies to adapt to the changing private banking landscape.
10/29/2013
Announced at a ceremony in London last night attended by over 700 high net worth individuals, entrepreneurs, philanthropists, wealth managers and society figures, RBC Wealth Management was chosen by a judging panel from a shortlist nominated by Spear&rsqu
10/29/2013
The accolade, which is approved by AKG Actuaries & Consultants, recognises the firms' qualifications, recurring income and commitment to the profession.
10/29/2013
UniCredit CEE Private Banking has entered into an agreement with the investment research firm Morningstar to help support the financial education provided to the bank's clients.
10/28/2013
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/28/2013
The global wealth division saw a 6% increase in net funds management and insurance income year-on-year, as well as a 2% reduction in operating expenses along with a favourable non-recurring tax benefit.
10/28/2013
Stanchart's shares have been hit by concerns about a slowdown in Asia derailing its decade-long growth.
10/27/2013
Adapting to new client and regulatory expectations: industry leaders explore strategies for success
10/27/2013
Baird takes over wealth management consultant
Alpha provides a range of consulting services and employs nearly 100 consultants in Luxembourg, New York and Paris
10/27/2013
This is a key finding in Fidelity Worldwide Investment’s survey on wealth management by singles.