04/09/2018
Winners of annual Wealth Management Awards revealed
The winners of the World Finance Wealth Management Awards, 2017, have demonstrated confidence in avoiding such pitfalls.
04/09/2018
Deputy CEO David Hodnett to take a two-month sabbatical
04/09/2018
UBS Wealth Management has launched a cross-asset portfolio in Asia based on sustainable investing that aims to mirror the firm’s traditional strategies.
04/09/2018
The display was revealed at the awards ceremony for the Voices 2018 writing competition, run by the charity Coram Voice, and hosted by actor and former Doctor Who star Peter Capaldi.
04/09/2018
The business will now carry on as CGWM while the integration of the two businesses is expected to continue through to 2019.
04/08/2018
Rathbone Brothers and Permira are preparing a bidding war for the Scottish stockbroker
The move comes less than a year after the pair were embroiled in a bidding war after wealth manager Tilney
04/06/2018
Wealth advisers as recently as 2016 were given ambitious quotas and could earn extra pay by steering clients into loans and accounts with recurring fees
04/06/2018
The latest productivity table from Asian Private Banker – which measures average AUM per RM – ranks J.P. Morgan third behind Goldman Sachs and Citi.
04/06/2018
Tsien received S$9.69 million in 2017. In 2016, his total remuneration was S$8.38 million, according to its annual report.
04/06/2018
UBS Advice Advantage, designed with SigFig, combines intelligent technology with access to a financial advisor, as well as UBS research and financial goals tracking capabilities
04/06/2018
Criteria currently has 18 advisors and is increasingly investing in its open architecture platform, said Reekstin.
04/06/2018
Award recognizes the caliber of the Tamarac portfolio management solution for second straight year
04/06/2018
The fund is registered for public distribution in Switzerland and is available in different European countries.
04/06/2018
The London-based asset management specialist said that it has entered into a new agreement with recently launched The AMCS Group, whose official brand will be announced soon.
04/06/2018
This new office will complement our existing offices in North America and further strengthen the experience and expertise we can provide to our clients in this critical region.
04/05/2018
Compliance with green criteria will be required and it will be open to all types of funds.
04/05/2018
A Chinese finance firm has wrapped up a deal to buy a private bank in Liechtenstein. It is the most recent of a spate of Chinese deals in Europe's finance hubs. What is the attraction?
04/05/2018
"You really need to understand your client, strong remuneration practices to make sure the advice is right and you need to stand behind the advice you give."
04/05/2018
Tech stocks were the main exception as markets enjoyed a short-lived lull in trade and political tensions, while the UK entered its final year before Brexit.
04/05/2018
CEO Jamie Dimon said the bank has only captured 1 to 4 percent of the market.