07/03/2017
The firm also rolled out a "smart insurance" platform which employs big data analytic tools that immediately construct and recommend comprehensive insurance plans for clients after they submit information via mobile phones.
07/03/2017
All jobs are kept and remain in Bern.
07/03/2017
UBS is reducing the number of booking hubs for its cross-border business to three countries -- Switzerland, Germany, and the U.K. -- from about 10 at present. European onshore businesses will be integrated in the bank’s new continental hub for wealt
07/03/2017
UBS has an unrivalled regional footprint
07/03/2017
Our national presence is continuing to grow as our portfolio of advisory businesses expands.
07/03/2017
Theistic threads run through the seam of the firm
07/03/2017
Integration of the two businesses will start in August.
06/30/2017
While banks can also adapt to this changing world, the greater numbers of senior practitioners now embracing a new advisory model will lead to the type of shift in client loyalties that Ho expects.
06/30/2017
Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.
06/30/2017
The year just ended was also marked by the aftermath of the international financial crisis.
06/30/2017
Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.
06/30/2017
European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.
06/30/2017
Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.
06/30/2017
This could mean serious disruption for Singapore’s massive wealth management industry.
06/30/2017
Damon wants to open Water.org to investors and plans to establish a fund that will collect an initial $50 million in the U.S. and in Europe.
06/30/2017
Abberley noted that growing revenue and building operational efficiency will also be a central focus.
06/29/2017
Previously the unit offered a separate, stand-alone service to wealthy clients.
06/29/2017
This is partly a demand and supply problem.
06/29/2017
RBC GAM has committed initial funding of $20 million over the next five years to establish the Innovation Lab and fund its initiatives.
06/29/2017
Assets under management rose 41% to £819 million, while headcount rose from 90 to 112 over the year.