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
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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.
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Dominik Kremer
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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.
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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.
03/10/2022
Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.
03/10/2022
Ad hoc announcement pursuant to article 53 LR
03/09/2022
Female clients are currently the most underserved group of wealth management clients.
03/09/2022
This means in many cases they are dumbing down everything they do, he added, so in effect someone with £1mn to invest is being treated in the same way, and given the same products, as someone with a £100 to invest.
03/09/2022
Our confidence in our prospects is reflected in the Board’s decision to lift the full-year dividend by 22% to 5.6 pence.
03/09/2022
The second important requirement is complementarity.
03/09/2022
The tireless commitment that these advisors have for the well-being of their clients, families and communities is truly admirable, especially during these challenging times.