02/04/2018
The independent wealth management sector in Asia is still relatively minor compared to the coverage of the major private banks and other large wealth firms, but those who have already established their business models see even better times ahead.
02/04/2018
The wealth management arm of financial services giant UBS has revealed major investment in Edinburgh as it prepares to move to a larger site in the city where it is looking to double its headcount.
02/04/2018
Asian equities staff at Deutsche, who are mainly based in Hong Kong, should also expect lower bonuses, says a source with knowledge of the bank.
02/01/2018
Tanmai Sharma, CEO, Canopy talks about their data driven offerings and how they help private banks boost their revenue.
02/01/2018
John Lamb Wealth Management, the recently-launched wealth management business from financial planners John Lamb LLP, is now accepting new clients.
02/01/2018
The scholarship was kicked off by former Jacksonville Jaguars quarterback and Super Bowl winner, Mark Brunell.
02/01/2018
Quilter Cheviot’s Belfast office celebrates 10 years in the city
The head of office, Nigel Crawford, said: “I am delighted to have been at the helm of the Belfast office over the past decade.
02/01/2018
Investor demand sees firm increase fundraising total
02/01/2018
Only a charge related to US tax reform at the end of the year meant that we had to post a full-year after-tax loss.
01/31/2018
Julius Baer Acquires as Profit Rises
01/31/2018
Swiss private bank acquires Brazilian wealth management firm
: “We are pleased to be acquiring Reliance which will highly complement our existing business for the benefit of all clients. The combination will form the undisputed leading independent wealth manager in Brazil and demonstrates our long-term commit
01/31/2018
The landscape for HNW insurance products in Asia in the past five or more years has become intensely competitive.
01/30/2018
When he joined UBS nearly nine years ago, UBS was still reeling from the financial crisis of 2008/09
01/30/2018
“Having taken away the uncertainties and done the recovery, you now go to the growth mode,”
01/30/2018
Bernhard Hodler expected to tell investors he plans more acquisitions
01/30/2018
Shareholders were asked to put more money into the energy supplier towards the end of last year as it struggled to hit growth targets and buy power in the wholesale market.
01/29/2018
WH Ireland’s ‘project discovery’ relates to the outsourcing of its wealth back office to SEI and the sale of its freehold premises in Manchester.
01/29/2018
Over the last two years, the Asia Pacific unit's invested assets has grown at an annual compounded rate of 20 per cent.
01/29/2018
The numbers represented the fourth consecutive year of growth and improved profitability for AFH since it joined in AIM in 2014.
01/29/2018
This could hit households with a combined “wealth” of £1 million.