06/25/2018
Over the next three years, the group wants to grow its business for U.S. clients to some 2 billion Swiss francs ($2 billion) of managed assets, a spokesman said, declining to quantify the current size.
06/25/2018
Fund selection for clients is done through several avenues, he said.
06/25/2018
The MWMA programme is for seven months and its syllabus includes digital awareness, data analytics, computational thinking and human-centred design, said Nora.
06/24/2018
Winning two golds and a silver out of four categories is a testament to the exciting and progressive Hawksford business and recognises the hard work and dedication that goes into supporting the growing brand.
06/22/2018
How the value of a building and the value of an institution differ
06/22/2018
The bank’s leadership has been “encouraged” by messages given by China’s leadership on opening access to the market, Solomon said.
06/22/2018
Listing of full service wealth manager should appeal to local and British investors.
06/22/2018
The sale is the first time he has returned to the market since August last year according to Reuters shareholder data
06/22/2018
A table at Noma, World Cup seats or Beyoncé tickets, all at the push of a button
06/22/2018
UBS is faltering on the «improved efficiency» part
06/22/2018
The launch comes after UBS teamed up with the World Bank earlier this month to launch its first sustainable investing portfolio for UK clients.
06/22/2018
The firm makes six considerations wealth managers should account for to get Brexit-ready, starting with the understanding that this is not just a compliance matter.
06/22/2018
The winners were determined by an independent panel of four industry judges
06/21/2018
The unit of Bank of China Ltd. will recruit both externally and internally as it integrates its parent’s Southeast Asian operations, acquired over the past two years.
06/21/2018
The event began with a group of top level private bank and associated wealth professionals who outlined their views on the key challenges facing private banks and other wealth firms in Asia as they strive to achieve their WM 2.0 business models.
06/21/2018
Products available via the service include bancassurance, investment lending, and foreign exchange transactions.
06/21/2018
SJP’s partner academy has a two-year programme for career changers looking to build a wealth management business under the group, or become an adviser in an existing practice.
06/21/2018
The Isle of Man office, Utmost Limited, currently employs 200 staff who provide support throughout the group of companies.
06/21/2018
EFG to double Chile staff in 5 years
These plans are in line with EFG’s recent growth trajectory in Chile, where the firm hired a five-person team from Banchile earlier this year.
06/21/2018
Founded in 1989 Leicester-based Greyfriars is an advice firm, Sipp and SSAS administrator and was formerly a DFM for its advisers and external IFAs.