12/19/2018
Assets under management at CHF 395 billion – Net new money growth close to 5% – Drop in client activity in Q3 affecting gross margin and cost/income ratio – Enhancing focus on core markets and reducing complexity
12/19/2018
The bank told finews.asia in a reply that the «House View» of the bank did not currently advise clients to move assets because of Brexit or other political developments.
12/19/2018
A structured products expert commented that they allow investors to manage and express any views on the markets.
12/19/2018
The company in the first half of this year was on the brink, having lost a string of executives, relationship managers and – as a consequence – assets under management.
12/19/2018
Swiss private bank pitches strategies akin to relative value
12/19/2018
‘Octopus Wealth’ will build technology to help plug the financial advice gap in the UK
12/18/2018
Bank brokerage moved more than $9 billion in two-year period
12/18/2018
Bank expects to take a restructuring charge of about US$160 million related to the transaction.
12/18/2018
Coima said the sale price represents a premium of 13% to the asset acquisition price in August 2016 2016 and a 4% premium to the last book value of the property as of 30 June.
12/18/2018
The FT reported Tuesday that ultra-high net worth individuals (UNHWI), were advised they might want to "accelerate" plans to move their investments out of London before Brexit chaos.
12/18/2018
Investment Corporation of Dubai says revenues boosted by oil and gas and transportation during first six months of 2018
12/17/2018
The global bank is planning to have four new "wealth centres" open within two years
12/17/2018
Canada is one the ten most actively trading nations.
12/17/2018
“We are delighted to enter this strategic partnership,” said Tea Nicola, Co-Founder and Chief Executive Officer of WealthBar.
12/17/2018
String-instrument broker now plans to launch his first fund
12/17/2018
The move is in line with Indosuez WM's expansion plans in Europe with a focus on Spain, where the firm has increased its assets under management by 33% over the past year amounting to €4bn at the end of September 2018.
12/17/2018
Focus also announced that Alpern Wealth Management, LLC and Griffon Financial Planning, Inc. have entered into definitive agreements to join Focus partner Buckingham Strategic Wealth.
12/17/2018
For the first seven or eight years after setting up their firm, Bentley and his business partner Alistair Ellen did everything themselves.
12/17/2018
However, the family office space is still quite nascent in the region.
12/17/2018
In line with its stated strategy, UBS-PREMF has lent to a wide range of borrowers across a diverse mix of asset classes.