03/04/2016
“UMAX’s ability to so efficiently facilitate changes across multiple UMA portfolios simultaneously is a major step forward in the industry,” he added.
03/04/2016
Bob Diamond, the forceful former Barclays chief executive, is approaching investors to back a takeover bid for a swath of the UK bank’s African empire that he helped to construct.ccc
03/04/2016
The company has no further comment at this time, according to the statement.
03/03/2016
Scorpio reports that M&A activity saw $410bn of assets transferred in 2015, compared with $460bn the year before. However, both figures pale in comparison to the $780bn that changed hands in 2013, generated by 100 deals.
03/03/2016
“UBS CEO: ‘Brexit’ Threat to Globalization Worries Me” is categorized as “business”.
03/03/2016
Sudhir Nemali is the German lender’s new Asia COO, based in Singapore.
03/03/2016
The direct-to-consumer sector is set to take centre stage as Seven Investment Management 7IM and Vanguard Asset Management both enter this space in the coming months.
03/03/2016
The judges are in the process of determining whether to send that case to trial.
03/02/2016
The award was accepted by Ascent Head of Private Banking Mark Foster at the PAM Awards ceremony in New York City on Feb. 22. Ascent has received a total of four awards from PAM since 2014.
03/02/2016
In 2014, the balance of WMPs grew from 10.2 trillion yuan to 15 trillion yuan, up 47.25% year-on-year.
03/02/2016
The new hires would bring to 435 the number of people Morgan Stanley has helping foreigners with their U.S. investments
03/02/2016
The deal is anticipated to increase BOK Financial’s assets under management and administration by approximately $320 million and expands the company’s wealth management reach in Texas.
03/02/2016
The PAM Awards recognize and reward those who have provided exceptional advice and service to wealthy families in an increasingly complex economic environment.
03/02/2016
Wealth management fees more than doubled between 2010 and 2015 at Singapore’s three banks, as Asia Pacific surpassed North America as home to the largest number of high net worth individuals.
03/02/2016
The black-tie event was attended by hundreds of private wealth executives and celebrated those who have provided exceptional client service to the private asset management industry over the past 12 months.
03/02/2016
Our company aim is to serve our clients better than any other financial services organisation and we appreciate that employee engagement is crucial to achieving this.
03/02/2016
It was also determined that a sale would not have a big enough impact on ANZ's capital position to make it worthwhile.
03/02/2016
UBS, the world's biggest private bank, sees growth potential in Europe because the wealth management market is still very fragmented with the biggest banks
03/02/2016
Key Private Bank's mission is to deliver proactive and personalized expertise and advice by combining local market insight
03/01/2016
Swiss private banks are consolidating as regulation, tax probes and difficulties generating revenue squeeze margins.