Managers of Wealth

Sionic shortlisted in prestigious awards

This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.

How Some High-Net-Worth Investors Are Positioning Themselves For A Market Crash

Both reports suggest high-net-worth investors may be worried about the short-term performance of the market as we sit near all-time highs.

Mediobanca profits up on consumer business, wealth management

Also in the second quarter, net profit was better than consensus and stood at 197 million euros versus an average estimate of 175 million euros.

Boris Bounce on hold? Swathes of London still in the doldrums

In Hammersmith & Chiswick over 55 per cent of prime properties are selling at a discount - typically 8.8 per cent off asking price.

Ten things to bear in mind for a country property purchase

Many country properties have a private water supply, either from their own land or from land belonging to a third party.

Frugal Billionaire Sells Stake in Wealth Firm He Founded

Hargreaves is largest shareholder in U.K. investment platform

Wealth Management Update February 2020

The low Section 7520 rate and AFRs continue to present potentially rewarding opportunities to fund GRATs in February with depressed assets that are expected to perform better in the coming years.

Pictet Profit Drops On Hiring Spree

Pictet, which is controlled by seven partners including descendants of the founding family, doesn't specify how much money purely from wealthy clients it took in.

UBS' Khan: "absolutely convinced" on wealth management profit goal

Khan, who joined Switzerland’s biggest bank in October, said his first four months in the job had convinced him the unit’s mid-term ambition — which UBS reiterated in January — could be reached.

Citi doubles down on private wealth post-Hayne

The global investment bank, which describes itself as a "challenger" in Australia, quietly wound up its domestic financial planning operations in late 2019, restricting its services to "wholesale clients" or individuals with net assets

BNP Paribas wealth and asset management revenue continues to grow

The way the Group operates has changed, being more efficient and digital for our clients and employees.

Credit Suisse: Pawn of Major Powers?

In what appeared to be a show of confidence, Thiam posted an Instagram snap of himself, surrounded by his 11-person top management.

GLKB with profit jump thanks to diversification

As a result, operating expenses increased, where personnel costs were 15.6 percent higher at 30.29 million.

HSBC launches Jade, a special bank account for millionaires

UAE’s millionaires among the youngest around the world

Reshaping wealth management - Five big trends for 2020

Transparency might be seen as an industry reaction to the global financial crisis.

Credit Suisse Power Balance Shifts as Investors Back Thiam

The leadership crisis is engulfing the lender as tensions between the two men worsen following a spying scandal that dented the bank’s reputation and prompted questions about governance at the top of the bank.

Private Banking and Wealth Management Survey 2020

UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.

Wells Lures $3-Mln UBS Advisor in Connecticut

A UBS spokeswoman did not respond to a request for comment.

Goldman Is Poised to Enter Japan Wealth Management Business

Still, Japan has been a tough market for foreign banks, with HSBC Holdings Plc and Citigroup Inc. among those to have withdrawn from the business of serving affluent Japanese in recent years.

Zurich WM: how to open your first foreign office

Evard said that wealth managers need to have staff who understand the language and culture to expand into a new country.

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Wealth and Asset Management