03/13/2022
Why wealth managers are taking smart positions in this category to brace for volatile times ahead
A broad market rally called for a diversified approach to stock-picking.
03/13/2022
A broad market rally called for a diversified approach to stock-picking.
03/11/2022
The merger also means the Schroder UK Alpha Plus Fund will benefit from economies of scale, with the net asset value of the fund increasing to over £800m[1].
03/11/2022
Strategists recommend hedges - such as energy stocks and gold - against risk of protracted war between Russia and Ukraine
03/11/2022
These important developments help us increase that momentum.
03/11/2022
Credit Suisse, which has 125 employees in wealth management and investment banking, and UBS with its workforce of 50 people in Russia, have not made statements in this regard so far.
03/11/2022
The US asset manager plans to appoint Christian Leger as country head for Switzerland.
03/11/2022
Used on firm's WealthSelect service
03/11/2022
UBP’s Asia business saw equally strong contributions from Hong Kong and Singapore during the pandemic, the bank’s regional chief executive Michael Blake told finews.asia, underlining that success from the dual hubs need not come at the expense
03/10/2022
67 firms in UK
03/10/2022
That’s why they’re so much in demand and their capacity for further growth remains unabated in the current economic and financial environment.
03/10/2022
Credit Suisse is assessing the impact of the sanctions already imposed
03/10/2022
This comes after receiving a 1.1 million franc payout in chair fees.
03/10/2022
But chief executive warns of challenges ahead as Ukraine crisis unsettles markets
03/10/2022
A few days earlier UBS said it had around $200m exposure to Russian assets that were used as collateral in loans to clients at its wealth unit.
03/10/2022
Dominik Kremer
03/10/2022
Family offices and UHNW investors are now looking beyond traditional wealth-holding structures and embracing the private fund; a vehicle traditionally used by professional asset managers.
03/10/2022
The region is characterised by a strong economy and a large affluent population with around EUR 6 trillion in liquid onshore assets.
03/10/2022
Many advisers have reacted and showed solidarity with the people of Ukraine.
03/10/2022
As part of its growth strategy, Jordan Laight has joined the financial planning team as a paraplanner.
03/10/2022
There are clear similarities between top-ranked sports teams and the best wealth management teams.