07/24/2019
UBS La Maison de Gestion currently has €5 billion in assets under management and was created as part of the merger of French asset management subsidiaries of UBS (UBS Asset Management France) and of Banque Leonardo (OCEA Gestion) in 2017.
07/24/2019
This, combined with our solid capital and liquidity position, gives us a firm foundation for growth.
07/24/2019
RIA transactions were up 49 percent from the first half of 2018, and assets transacted increased 55 percent.
07/24/2019
The survey, which polled more than 3,800 wealthy investors and entrepreneurs in 17 countries, also shows US investors remain positive on the U.S. stock market but continue to rank politics and the national debt as top concerns.
07/24/2019
Wealthy families grapple with a host of issues arguably more complex than those facing individuals of modest means
07/23/2019
The firm's wealth management division partnered with Box to launch a client-facing encrypted document sharing portal.
07/23/2019
This week's Next Gen feature sees James Carrick, investment management assistant at Brewin Dolphin detail his investment hero, his best and worst investment decisions and the biggest challenge facing wealth management in his eyes.
07/23/2019
The Swiss-lender announced that this is the highest second-quarter net profit since 2010.
07/23/2019
We have built on the results delivered in 2018 and carried good momentum into the first half of 2019
07/23/2019
In the second quarter we achieved the highest 2Q net profit since 2010 and an improvement on an already strong 2Q18.
07/22/2019
You can spend your time getting your handicap down at the golf course, or choosing what colour Porsche to buy, while the charges mount up to the magic million.
07/22/2019
Strong recovery in net profit after challenging second half of 2018 – Cost-reduction programme on track
07/22/2019
HSBC Private Banking continues its hiring drive in Asia with the addition of three relationship managers focusing on the Philippines high-net-worth segment, both in on and offshore locations.
07/22/2019
That's awesome.
07/22/2019
In cases where a tax charge arises in more than one country, the country in which the asset is located will (subject to any tax treaty rules) have ‘first’ taxing rights.
07/22/2019
Markets will always have their ups and downs
07/22/2019
Having a fund business at the heart of the bank makes him ‘proud indeed’
07/19/2019
"The message was that we shouldn't be taking undue advantage of what's going on in Hong Kong," a senior banking source said on condition of anonymity.
07/19/2019
He made the remark on an earnings call after an analyst questioned why the Federal Reserve Board appears to have a concern about Morgan Stanley’s projection of net revenue under stress conditions that the regulator modeled.
07/19/2019
That's generally true for some market areas of our division,» Wehle is quoted as responding when asked about political risk in Saudi Arabia, where Credit Suisse quietly clinched a banking license three months ago.