09/20/2019
Warren's wealth tax could create compliance challenges
Economists determining how much someone is worth could lead to contentious standoffs between taxpayers and the IRS
Wealth and Asset Management
09/20/2019
Michelin-starred chef Peter Fiori launches Coutts bank’s first ever cookbook
Proceeds from sale of the volume, by Coutts head chef Peter Fiori and called ‘The Skyline Garden Cookbook: From Harvest to Plate’, will go to The Felix Project for the next week.
09/20/2019
As the rugby world cup kicks off, should you be investing in Japan?
Legg Mason Japan Equity is for those seeking the potential flair and class of an international winger.
09/20/2019
Quilter lends £25m to fund deals as M&A accelerates
Quilter loans member companies the capital to fund purchases of other advice companies in its network and connects sellers with buyers without a charge and with the offer of a free valuation.
09/20/2019
Investec issues profit warning as wealth restructure hits earnings
Investec has warned that profits over the six months to the end of September are likely to fall on ‘challenging’ conditions
09/20/2019
UBS bets on China’s Nasdaq-style exchange to offset a ban in Hong Kong: sources
The contribution may reach 50 per cent as soon as next year, with the bank working on two first-time offerings that may raise up to three billion yuan (S$582.5 million), they said.
09/20/2019
HSBC Plans PR Blitz to Win Over Beijing
Bank aims to ‘enhance reputation’ amid fallout from Huawei
09/20/2019
Credit Suisse Eyeing UBS for New Chairman?
The move would represent a surprising twist in the 56-year-old's career.
09/19/2019
UBS Advisor Named to Barron's 2019 List of Top Financial Advisors
This is Kilgroe's sixth consecutive year on the list.
09/19/2019
Top private bankers, wealth managers feted
Night’s big winners include Citi Private Bank which wins 'Best Private Bank, Asia', Societe Generale which wins 'Structured Products House of the Year', and Yuanta Securities for 'Best ETF Provider'
09/19/2019
Tilney and Smith & Williamson Announce Transformational Merger
Transaction will create the UK’s leading integrated wealth management and professional services group with over £45 billion of assets under management
09/19/2019
Bond durations: what wealth managers recommend
Sanctum recommends a diversified portfolio of AAA-rated corporate bonds, banking and PSU bond funds, and short- and medium-term bonds.
09/19/2019
Sarasin profits fall 15% on outflows and ‘difficult’ investment performance
Sarasin & Partners reported profits down 15% as a combination of ‘difficult’ investment performance and client outflows chipped away at its assets under management (AUM).
09/18/2019
Private bank targets Singapore wealth management sector
‘The only way to tap it is through partnerships’
09/18/2019
RMB Capital Ranked Among Barron’s Top 50 Independent Advisory Firms
The firm rankings expanded to 50 spots in 2019 (from 40 in 2018 and 30 in 2017) because “the independent-advisory business is simultaneously growing and consolidating,” Barron’s wrote.
09/18/2019
Which Swiss Bank Is In Better Shape: UBS or Credit Suisse?
Although Credit Suisse has cut down on its trading operations, its business model remains much more diversified than UBS.
09/18/2019
UBS Financial Advisor Sean Dillon Named to Forbes List of Top Wealth Advisors
Recognition of an exceptional career in Financial Services
09/18/2019
Private Wealth Management
The wealth management industry is on the rise globally.
09/18/2019
The Adapting HNW Life Insurance Business in Asia
The CRS provisions, as they have been adopted and implemented, have led to an evolution in how countries are adapting their fiscal policies in tandem with CRS.
09/18/2019
Lloyds-Schroders wealth management venture to launch price war
Agressive fee strategy puts pressure on rival St James’s Place