09/22/2015
European Wealth pays £675k for Surrey-based IFA
'The combination of uncertainties in the global markets and the underlying dynamics of the wealth management industry will continue to create meaningful opportunities for the group
09/22/2015
How UBS Spread the Pain of Puerto Rico's Debt Crisis to Clients
The Swiss bank packed pension bonds it underwrote into mutual funds it marketed on the island with a hard sell.
09/22/2015
Noah Partners with UKTI to Open Opportunities for Clients in the United Kingdom
The partnership is designed to open up opportunities for Chinese high net worth individuals in investment, philanthropy, cultural exchanges, and education in the United Kingdom.
09/22/2015
Former Private banking veteran launches wealth platform
Has launched an independent platform in Singapore serving both as an external asset manager and multi family office.
09/22/2015
Ex-Schroders Private Bank CEO joins AIM-listed investment management boutique
He joins the group to help build up its asset management capability.
09/22/2015
"While the asset management industry there is young and the potential huge, our vow is to avoid short-termism and focus on quality," Young said.
09/22/2015
Two UBS Group Managing Directors have been named among the 25 Most Powerful Women in Finance by American Banker magazine.
09/21/2015
Institutes worldwide from Nyenrode in the Netherlands to the University of Chicago Booth School of Business in the US, offer a variant on these courses.
09/21/2015
It is due to launch in mid-October and will develop funds for institutional and family office clients.
09/21/2015
“We operate a pragmatic ‘best-in-class’ approach, seeking to invest in companies that demonstrate a commitment to sustainability and the highest standards of corporate governance.”
09/21/2015
The 4,000 new hires would amount to a 30 percent increase from the 13,000 people now working for HSBC in the Pearl River Delta. By contrast, the bank plans to trim global headcount by some 50,000 over three years and reduce annual costs by up to $5 billio
09/21/2015
The value of SSAE No. 16 engagement is that it allows service organisations to have their control policies and procedures evaluated and tested (in the case of a Type II engagement) by an independent party.
09/21/2015
By reaching this major milestone, the Group successfully concludes the global IWM integration which has considerably extended its footprint in key growth markets.
09/21/2015
- FFO Opens New Office in California and Strengthens Tax Expertise -
09/20/2015
Fund managers, banks, brokers and financial advisers all face threats to their business models from robo-advisers, which provide automated online investment services.
09/20/2015
It is still a nascent industry but it is expanding fast.
09/18/2015
Entries for the annual WealthBriefing Swiss Awards - with results due to be announced next February - are now open.
09/18/2015
Move will not affect its customers or regulatory relationships in other countrie, says bank
09/18/2015
Aberdeen Asset Management Charitable Foundation was awarded the Best Foundation accolade at last night’s Corporate Engagement Awards.
09/18/2015
Douglas Flint says Britain’s regulatory system is better suited to a global banking titan