03/19/2019
Billionaire Neilson sells down stake in fund manager he co-founded
Mr Neilson will have voting control over 42.97 per cent of the company.
Wealth and Asset Management
03/19/2019
Simplifying your wealth structure
Certain financial information collected by financial institutions around the world is required, by law, to be reported to the tax authorities.
03/19/2019
Asset management: inside the scandal that rocked GAM
A bitter dispute has provoked the departure of chief executive and a star fund manager
03/19/2019
Hong Kong voted world's top international financial centre
BVI recorded growth in new incorporation volumes, with 11.2% in the first nine months last year.
03/19/2019
Westpac's Hartzer concedes defeat with exodus from financial advice
Westpac is shedding its salaried and aligned advisers as part of a restructuring of the group that will see its residual wealth and insurance businesses transferred into its business and consumer divisions.
03/18/2019
UBS Pays Top Bankers More Million-Plus Bonuses: NZZ
On average, the elite bankers at UBS each received 1.8 million francs per year in compensation, NZZ said.
03/18/2019
Wealth managers must embrace chat applications to engage with clients
Consequently, wealth managers should focus on other communication channels.
03/18/2019
Julius Baer Group: Publication of the Annual Report
The documents are available online
03/18/2019
LGT Acquisitions Help Boost Profit
LGT is confident that with its internationally broad-based business and strong position in well-diversified client markets and asset classes, it will continue to achieve profitable growth in 2019 even under uncertain market conditions.
03/18/2019
New private client and fund administration group has launched
The new business, which is headquartered in Guernsey, employs 160 people across the five jurisdictions.
03/18/2019
Swiss Spring Market update
Profitability and revenue multiples increasingly an adopted metric for valuation
03/18/2019
On Asian Billionaires' Shopping List: A Swiss Private Bank
Sometimes, a family-owned private bank may see mergers-and-acquisitions as an opportunity to implement succession plans and simultaneously refresh entrepreneurial vigor.
03/18/2019
UBS AM completes acquisition of Milan business campus
The entirety of this transaction was wholly executed by REPM’s Customized Clients Solutions team
03/15/2019
Morgan Stanley Widens Roles of Finn, Other Wealth Executives
The new unit will include Morgan Stanley Wealth’s call-center business for less affluent investors that has been rebranded Virtual Advisor and its “robo” automated investment platform called Morgan Stanley Access Investing.
03/15/2019
CrossleyShear Wealth Management's Evan Shear Recognized as an NFL Players Association Registered Financial Advisor
Recognition follows recent launch of the practice's CSsports division
03/15/2019
UBS Global Wealth Management president says the future of US citizens is at risk if we don't repair decaying bridges and outdated transit systems
In this op-ed, he says if the US doesn't invest in next-generation infrastructure, the well-being of our citizens is at risk.
03/15/2019
Gorman Spends Big To Reach Next-Gen Wealth
Everyone wants a piece of the millennial market.
03/15/2019
BTG Pactual adds 3 fund houses to offshore wealth platform
More recently, Shinohara and his team have been focusing their efforts on the platform's alternatives offering.
03/15/2019
UBS CEO in Cash Windfall
The disclosure represents an unprecedented move to transparency over executive pay in Switzerland, where remuneration is a closely-watched topic for top bankers and CEOs.
03/15/2019
Liechtenstein private bank LLB reports fall in 2018 profit
Interest income before expected credit loss rose 8% to CHF158m from CHF145.9m.