12/05/2017
Opportunity Network Launches Global Partnership With UBS
The agreement will allow UBS clients to connect among each other and to other trustworthy counterparts around the world.
Wealth and Asset Management
12/04/2017
BIL named Bank of the Year 2017
Each year, The Banker, leading magazine for the world of finance published by the Financial Times, honours the best financial institutions at its Bank of the Year Awards ceremony.
12/04/2017
A bank you’ve never heard of wants to hire you in Asia next year
Pictet has a lot of catching up to do in Asia, where it remains a minor player compared with other boutique private banks.
12/04/2017
Indosuez Wealth Management completes acquisition
Acquisition brings total assets under management across the region to approximately EUR 12 billion
12/04/2017
Vontobel completes acquisition of Eastern European asset management portfolio
The client portfolio consists primarily of high-net-worth individuals (HNWIs) from Eastern European countries.
12/04/2017
In Asia, Julius Baer Prepares to Face Off with Ex-CEO
Jimmy Lee seems to be bracing for it.
12/04/2017
Fairstone Buy Brings £160m Into Business
Fairstone Has Bought A Glasgow
12/04/2017
Brown Shipley Acquire and Integrate London branch of IdB
Most recently, Brown Shipley acquired The Roberts Partnership, a Manchester-based financial planning and wealth management company
12/04/2017
Morgan Stanley Wealth Management launches online platform
Launch of online investing platform is part of Morgan Stanley’s enhanced offering of digital tools to help investors meet financial goals
12/03/2017
UBS to give personalised advice with robo-service
UBS has historically never accepted clients with wealth of less than £2 million.
12/01/2017
Wealth management sector’s complacency about its apps
Many banks still fail to offer their clients a valuable and personalised digital journey
12/01/2017
EFG – Swiss By Origin, Global By Design
EFG + BSI = An Ideal Formula
12/01/2017
Bank of the West Named Best Private Bank in the Western United State
The Group takes care to address the ever-growing client interest in philanthropic investing and charitable giving options in addition to traditional wealth management products and services.
12/01/2017
T. Boone Pickens Lists Longtime Texas Ranch For $250 Million
The Energy Tycoon Created A Retreat In The Texas Panhandle With Its Own Airport
12/01/2017
Italy’s Mediobanca launches private bank in asset management push
It underlines the efforts of Mediobanca, under chief executive Alberto Nagel, to pivot away from its postwar role as a powerbroker of Italian finance at the centre of a web of cross shareholdings.
12/01/2017
Wealth Management Boss Arrested After Financial Authority Probe
Community’s Well Known Financial Adviser Freddy David Under Investigation, Days After Stepping Aside From HBFS
11/30/2017
Credit Suisse Targets 50% Payout Plan as Turnaround Quickens
Bank to boost returns via share buybacks or special dividends
11/30/2017
HSBC: Preserving 150 years of corporate brand identity
HSBC is one of the largest financial services organisations in the world.
11/30/2017
Credit Suisse To Beat Its 2017 Cost Base Target; Announces 2019-2020 Objectives
Credit Suisse said it is confident that it can complete the wind-down of the non-core unit, the Strategic Resolution Unit, and reach targeted adjusted pre-tax loss of approximately 1.4 billion francs in 2018.
11/30/2017
Credit Suisse gives impact investing its Drew
Drew’s role is to look across asset management, the markets business and private banking