01/06/2019
Bloomberg - UBS said in early talks about CEO succession
UBS is laying the groundwork to find a replacement for one of Europe’s longest-serving bank CEOs after high-profile departures in the past year or so
Wealth and Asset Management
01/04/2019
Louis Chiavacci: Lessons From a Star Advisor
In the fourth installment of our new Q&A of top players in the advisory business Chiavacci shares what it takes to win and serve very wealthy clients.
01/04/2019
UBS chairman calls for European banks to rival US counterparts
Europe's lenders have been slower than their US peers to deal with the fallout from the 2008 financial crisis
01/04/2019
The 10 top trends for wealth management in 2019
Global consultancy firm Aite Group outlines the 10 trends it expects to see in wealth management this year.
01/03/2019
China’s rich brace for tax raid on $24 trillion wealth pile
Anxiety over how the new rules will be enforced has already triggered a flood of Chinese clients seeking to create overseas trusts.
01/03/2019
SMP Partners Cayman Staff Honoured In Annual Awards
The SMP Partners’ Length of Service Awards recognise employee dedication, expertise and commitment and were presented at the firm’s Christmas party
01/03/2019
Asset Management’s Squeezed Middle Faces a Bleak 2019
Nervous, cost-conscious investors aren’t making it easy for fund managers to grow profits
01/03/2019
Bigger does not mean better when managing wealth
With the growing burden of regulation, independent wealth managers face considerable entry barriers and competitive pressures, so success comes only to those who add value
01/03/2019
Wealth Management Firm Makes Acquisition of Tax and Advisory Practice
By partnering with Dakota Wealth Management, we now have the opportunity to expand the scope and value of the services we provide our clients.
01/03/2019
Wealth management firm boosts revenues and slashes loss
Its first published figures revealed an adjusted EBITDA loss of £3.66m for the year to April 30, 2016.
01/03/2019
Money managers face reduced margins in 2019
The shifts to lower fees mean asset managers have had to find other ways to maintain margin.
01/03/2019
Proportion of HNWIs investing offshore rises
Senior wealth analyst, Heike van den Hoevel, said understanding why HNW investors offshore their wealth was paramount to capitalising on the rising proportion of offshore wealth.
01/03/2019
Julius Baer: All the King's Men
These are not skills that lend themselves to an investment products and services role, and the headhunter stresses Humair would be in his element back in a client-facing role.
01/02/2019
INDIA: Wealth management to become fee-based
The new generation is more receptive to new ideas and is very comfortable asking for advice.
01/02/2019
Credit Suisse to boost investments in semi-liquid funds
Credit Suisse has made a very distinct shift in strategy and has shifted more of the capabilities of the bank towards Asia.
01/02/2019
Charles Stanley’s Redwood is knighted in New Year Honours
Sir John, who has worked for many years in City-based investment firms, was awarded a knighthood for his work in both the political and public service worlds.
01/02/2019
The 'silver tsunami': Ten nonagenarians who shaped Asia in 2018
Mahathir's election made him the poster boy for 90-year-olds
12/31/2018
Who are Southeast Asia’s mass affluent and why do they matter?
We were quite surprised to see how relatively homogenous the mass-affluent consumers are
12/31/2018
Israel Is Undergoing A Female Banking Revolution, Russak-Aminoach Leads The Way
Russak-Aminoach met her husband Re’em while studying in Tel Aviv.
12/31/2018
International financial centres crucial to fintech regulation
Offshore business has grown swiftly since the 1960s. Today, international financial centres are a critical part of the global economy, providing a space for new industries to thrive