06/21/2019
UBS: No More Grey Gnomes of Zurich
He believes in promoting even younger managers to positions of influence and power.
Wealth and Asset Management
06/21/2019
Swiss AM loses two catastrophe bond fund mandates to rival
The Solidum and Falcon products in the insurance-linked securities sector complement each other ideally to provide investors with the choice of a fitting investment solution.
06/21/2019
Quilter Private Client Advisers adds £211m AUA with triple acquisition
London area financial planners
06/21/2019
An Ex-UBS Banker Is Battling to Keep Japan in Super Rugby
That decision came just months before Japan hosts the Rugby World Cup, shocking the club that has built a loyal following since its inaugural season in 2016, despite struggling to win games.
06/21/2019
UBS scrambles to calm rich Chinese clients over 'pig' comment: sources
The Swiss private banking giant has told senior managers to prioritize any concerns on the matter raised by customers in China
06/20/2019
Insurer sees much room for growth in insurance across Asia
Andrew Byrne, Chairman and CEO of Aegon Asia, talks about firm's brands in various countries across Asia and growth potential in China and across the region
06/20/2019
ZEDRA take home silver
The awards represent the best brands in the industry in several categories, and ZEDRA was shortlisted for the Digital Brand of the Year award, which recognises creative and effective use of digital media over the last year.
06/20/2019
Wealth management firm snaps up Eastern Counties counterpart
The acquisition is part of Brown Shipley’s growth strategy to add further scale and unlock additional regional opportunities.
06/20/2019
Wealth Management in Hong Kong: The Digital Outlook
Traditional private bankers are used to the human touch, and some may find it challenging to accept what technology can offer.
06/20/2019
UBS ‘Chinese Pig’ Apology Doesn’t Fly
At least one Chinese client dropped UBS from a bond deal and traders at some asset managers stopped dealing with the bank
06/20/2019
A step ahead: how WMs try to stand out from the crowd
Switzerland’s wealth managers discuss what makes them unique.
06/20/2019
How tech opens doors for better wealth management
Building on past studies, The Next Generation Wealth Manager draws from a survey of 305 high-level executives at investment banks and private banks, as well as 105 high-net-worth individuals.
06/19/2019
HSBC Private Banking issues market outlook for Q3 2019
Bank sees many investment opportunities despite complex landscape
06/19/2019
Millionaires support proposed tax on large wealth: Tax Strategy Scan
The survey polled 750 people with investible assets of at least $1 million; 261 Republicans, 261 independents and 218 Democrats.
06/19/2019
4 critical steps to retirement planning: J.P. Morgan Asset Management
People get spooked when they see their portfolios drop and those already living off their retirement savings are even more jittery than young people, Anne Lester, head of retirement solutions at J.P. Morgan Asset Management, told Yahoo Finance’s On
06/19/2019
Boris, Brexit and Bitcoin
Bitcoin recently hit a year-long high, and is currently showing stability above the $9000 mark, while sister currency Litecoin has also been soaring.
06/19/2019
Ex-Julius Baer banker opens Monaco wealth management firm for billionaires
The business will offer family office and investment advisory services as well as engage in club deals.
06/19/2019
Credit Suisse responds to platform sale rumours
In October 2018, InvestLab announced a partnership with Zurich-based fundinfo to collect and centralise data from asset managers.
06/19/2019
IFA community to rise 18 percent globally in next three years: EY Global Report
The survey indicated that many major wealth management firms had introduced new independent channels or were considering creating a new independent distribution channel to stem the tide of their financial advisors going independent.
06/18/2019
UBS loses China bond mandate as ‘pig’ row fallout grows
One of country’s largest SOEs shuts Swiss bank out of advising on big bond deal