11/22/2017
The World’s Biggest Wealth Manager Won’t Touch Bitcoin
Bitcoin has split investors over the viability of the volatile cryptocurrency and UBS is among its critics.
Wealth and Asset Management
11/22/2017
Wealth Managers Are Being Inundated With Calls About Bitcoin
Advisers say recover principal investment, brace for losses
11/22/2017
Private banking unit fined in Hong Kong
This case was referred to the SFC by the Hong Kong Monetary Authority following its investigation into issues arising from numerous complaints.
11/22/2017
Bankers in Singapore, Hong Kong regret taking “mouth-watering” 50% salary rises
Boutiques don’t have the same tight salary bands as UBS, Goldman and Standard Chartered do.
11/22/2017
How UBP is adapting to Asia’s changing landscape
In the bank’s first full year since UBP’s acquisition of the Coutts Asia business, Michael Blake foresees a positive path forward.
11/22/2017
No ‘threat’ in focusing on HNW clients
The fact is that providing traditional advice is expensive, and people with a higher net-worth have more complex circumstances that are less suitable to be addressed by technology.
11/22/2017
Secretive Wealth Manager Wants to Be a Buyout Shop
Raises the specter of possible conflicts with some of its clients
11/22/2017
Singapore Wealth Firms Weather Tax Transparency, Minister Says
Firms in Singapore haven’t seen a ‘significant’ outflow: Rajah
11/22/2017
Charles Stanley warns 'major regulatory change' may impact third and 'hardest step' of turnaround
Hopes for higher levels of trading activity
11/22/2017
Raymond James' Scout Investments Buyout to Boost Earnings
Record client assets under administration of $703.8 billion increased 17 percent compared to October 2016 and 2 percent compared to September 2017.
11/22/2017
Insurance key to structuring Asian wealth
He believes that it’s when the market isn’t performing well that the insurance sector sees a surge in interest from advisors and their clients.
11/22/2017
CIBC becomes a signatory of the United Nations-supported Principles for Responsible Investment Français
The PRI is the world's leading proponent of responsible investment, bringing together a global network of asset owners, investment managers and service providers.
11/21/2017
UBS Raises Fees for Wealth Management Clients
The brokerage currently charges an annual fee of $150 to $500 to clients with $1 million or less in total assets held at UBS, the publication writes.
11/21/2017
WMA merger with Apfa cost £61k
The WMA accounts, which cover the year ending in May 2017, showed the trade body making an operating profit of £17,660.
11/21/2017
UBS looking to expand wealth management services for women
Swiss bank's initiative also targets growing female affluence in Asia
11/21/2017
Coutts, the Queen's bank, to cut as much as a tenth of its workforce
The bank will inform staff of its next step in December.
11/21/2017
Ex-OMGI multi-asset managers back with boutique
Soft launch this week
11/21/2017
Culture Is Raymond James’ Middle Name
It was a rare moment in which a powerful CEO was able to show that they understood exactly what type of challenges their clients face.
11/21/2017
Wealth manager buys Scottish financial advice firm
"We’re now looking forward to a new chapter in our growth following the acquisition and look forward to working with our clients across Scotland."
11/21/2017
Asset & Wealth Management Revolution
Embracing exponential change