02/06/2018
Net new business was £3.34bn during the period, up 43% compared to the same period a year ago as the financial services firm reported 61,000 increase in active clients to a total of 1,015,000 active clients since 30 June 2017.
02/06/2018
Another panellist explained that after the 2008 financial crisis, private banks simply aimed to get bigger, but not necessarily better.
02/06/2018
…and how wealth management can have a brighter future.
02/06/2018
UBS Wealth Management voted best global private bank; private banks more bullish on revenues; hiring to increase.
02/06/2018
Total client assets under management, administration and advice increased by 5.2 per cent to £8.34bn at 30 November 2017, compared to £7.93bn at 31 May 2017.
02/06/2018
Assets under management rose 3% in Q4 to $370 billion, 16% higher than 2016.
02/06/2018
Asia is a key strategic growth market for the Swiss bank, and Magnenat will continue to be based in the region
02/06/2018
Human financial advisors, meanwhile, are reassuring their clients that there’s no reason to panic, according to CNBC.
02/06/2018
Excluding significant items, third quarter diluted earnings per common share of $0.31
02/06/2018
Swiss bank says the closure of the product had ‘no material impact’ on the group
02/06/2018
The Awards are judged by an international panel of practitioners drawn from all private wealth sectors
02/06/2018
The hosting sponsor for the inaugural event was London-based chancery and commercial barristers’ chambers Serle Court.
02/05/2018
The bank says a surge in personal windfalls from takeovers, and rising house prices had led to an increasing number of wealthy people across Britain.
02/05/2018
The office will be located on Gartenstrasse 23, 8002 Zürich.
02/05/2018
Preliminary estimates for Great Britain from the Wealth and Assets Survey using attitudinal data not dependent on thorough checking and imputation methodology.
02/05/2018
His scorecard isn't flawless but history is likely to look kindly on HSBC's outgoing leader
02/05/2018
The co-head of HSBC’s global banking business in the UK says processing the situation took some time.
02/05/2018
Private Wealth Management Association looking to exchange programmes and conferences as a way to raise expertise as number of wealthy Chinese continues to grow
02/05/2018
Credit Suisse has axed thousands of jobs as part of spending cuts. Now, the Swiss bank is moving to cut a layer of management as well.
02/05/2018
Bank’s chief executive-to-be says activities will move to front office