10/25/2023
Around one in five (22%) say they strongly agree that they rely largely on client self-assessment when it comes to setting risk levels.
10/25/2023
This is also evident in personnel, where Deloitte has created several hundred jobs in Switzerland.
10/25/2023
The wealth plunge follows a tumble in Evergrande's share price.
10/24/2023
Four goals are increasingly front of mind for wealthy families, a report from DBS Private Bank showed.
10/24/2023
In his career as an investment banker - especially as the long-time head of the UBS investment bank - the Italian has orchestrated numerous large transactions.
10/24/2023
According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise
10/24/2023
There are around 2,500 billionaires with a combined wealth of $13 trillion.
10/24/2023
James Arnold, currently in charge of UBS' Strategic Insights Group in London, will co-head the new unit with Rick Faery
10/23/2023
The online investment platform's CEO Gregory Van says the company is using its recent $35m fund raise to support growth, raising brand awareness and investing in AI, while keeping its eye on acquisition opportunities.
10/23/2023
This approach transforms relationships, greatly reduces stress and yields attractive economic outcomes for the wealth manager.
10/23/2023
This leaves Hunt with his hands tied but there are some policies he could opt to tweak which would not only be crowd pleasing but could help simplify the saving and retirement landscape in the UK.
10/20/2023
The cuts will target about 10 percent of support staff, likely in areas such as compliance, risk and marketing, starting on November 6.
10/20/2023
This combined with a general lack of interest in the sector from investors, plus the overhanging threat of FCA regulation, has driven management to throw in the towel.
10/20/2023
Fractional operators – dominated by Berkshire Hathaway Inc.’s NetJets and Flexjet — saw a 5.2% increase of flights in the first nine months of this year.
10/20/2023
The idea is to help clients with their businesses and increase their wealth.
10/19/2023
Welcome to the world of super-rich banking
10/19/2023
The United Nations predicts 33% of the world’s population will be over the age of 50 by 2050.
10/18/2023
Building on its strong legacy in EM and on the breadth of expertise within the team, UBP has reviewed its EM fixed income offering and implemented a new investment process integrating responsible investment at its core.
10/17/2023
That is a remarkable performance given investors’ expectations for a US recession earlier in the year.
10/17/2023
Yet investors appear optimistic on the economy