08/30/2018
The company was established in 1991 by Sir Mark Weinberg, Mike Wilson CBE and Lord Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992.
08/30/2018
Kapoor explains that today, acknowledgement by clients and industry talent is the powerful reinforcement that he and his team at Edelweiss are on the right track.
08/30/2018
Global wealth managers have been seeking to tap into the second-biggest pool of ultrarich people for years, but regulations and tough domestic competition stood in their way.
08/30/2018
While UBS also has a sizable presence in the U.S., the two Swiss banks garner a significant share of the European wealth management industry.
08/30/2018
Business Worldwide features the successes of these organisations, highlighting their exemplary accomplishments and inspiring others to follow their example.
08/30/2018
At the time of the acquisition, Harris Fraser had 14,000 high net worth clients across Asia-Pacific.
08/30/2018
The number one reason people did not currently invest in the products was a lack of knowledge, it emerged.
08/30/2018
The announcement comes on the heels of team expansion plans, as ZWEI CEO Patrick Müller recently told Citywire Switzerland he hopes to hire upwards of 40 employees by 2020.
08/30/2018
Julius Baer staffs up to poach clients in Leeds, Manchester
08/30/2018
It’s also changing how banks, technology companies and brokerages attract and retain customers.
08/30/2018
The firm’s clients in the area include entrepreneurial families, City professionals, lawyers, accountants and retirees.
08/30/2018
Operating income up 10% with net profit up 16%
08/30/2018
Chris Dawe, sales director at LDNfinance, believed it was a question of familiarity for brokers.
08/29/2018
Focus-supported merger expands capabilities and geography of combined firms
08/29/2018
Pictet's new fund will invest in a range of businesses working to improve infrastructure, real estate and public transport.
08/29/2018
The transition is expected to take 24 months.
08/29/2018
“In 2012, we reached the conclusion that the world of private banking was changing,” Mazaud explains.
08/29/2018
UBS last year changed the way it pays its U.S.-based advisors on retirement accounts.
08/29/2018
We are observing growing interest in Asia for hedge funds as clients are increasingly seeking greater diversification and uncorrelated exposure to their equity exposure
08/29/2018
He has the same weighting to US and Emerging Market equities as does the market as a whole. The biggest area he has been reducing exposure to was European equities.