03/28/2016
OCIO also moves many administrative burdens from the client to UBS through a disciplined process that keeps clients focused on results.
03/28/2016
The emerging markets-focused British bank has set up a new lab called the eXellerator in Singapore in an attempt to bring theoretical ideas from Silicon Valley to life.
03/28/2016
Investors have intensified their focus on auditor independence in the aftermath of the financial crisis. Questions were raised about why the big four accounting firms
03/28/2016
Why wealth managers are telling clients to avoid dramatic portfolio changes.
03/28/2016
The Sunday Times reported yesterday that some of America’s biggest buyout funds were preparing bids for Old Mutual’s £4.5 billion wealth management arm.
03/28/2016
It’s the third time the Swiss bank has been forced to tweak the exit schedule.
03/24/2016
Digital Forum, which launched the Family Office Association earlier this month, is one such group, offering investment professionals who work with family offices the opportunity to e-schmooze with peers
03/24/2016
That wealth manager, who can't be named under Swiss law, now faces up to 10 years in jail for fraud
03/24/2016
Thailand has a leadership role to play in the AEC, and is an important market for us in Asean, attracting significant investment and trade flows from our global clients.
03/24/2016
The news concerns the firm's purchase of Deutsche Bank's wealth unit, which includes some 200 advisors
03/24/2016
Especially in a time of loan growth turmoil.
03/24/2016
Warmond had launched the pioneering online will-writing called EzeeWill in collaboration with NSDL in late 2014, setting a new trend in the segment.
03/24/2016
This comes at a time when most other banks are downsizing their investment banks.
03/24/2016
Assetbox helps new managers become regulated by providing the most efficient path
03/23/2016
200m mandate awarded to Lombard Odier by Multi-Family Office
The mandate, for an established international family, is valued at €200m and includes institutional asset managemenThe mandate, for an established international family, is valued at €200m and includes institutional asset management
03/23/2016
Novia Global launched in October 2015 providing a transparent wealth management service facilitating access to a diverse universe of assets and currencies.
03/23/2016
This year marks yet another milestone in the life of the publication which is the number 1 monthly read magazine amongst Africa's Affluent according to the Ipsos EMS Survey.
03/23/2016
A public offering is likely should the business, which includes fund arm Old Mutual Global Investors, discretionary manager Quilter Cheviot and adviser network Intrinsic, not attract an individual buyer.
03/23/2016
Headlines
03/23/2016
Swiss bank is trimming investment banking further and increasing cost cuts