06/10/2016
Swiss buyer upbeat on merger with troubled BSI
"The business will significantly increase, so we would need as many staff as required to provide the same, if not better, service to clients," Mr Chiu added.
06/10/2016
The future of wealth management in Switzerland came under the spotlight at the first Private Banking Day.
06/10/2016
Directly and through its affiliated membership, the group has £11bn of funds under management, of which more than £2.5bn is serviced through its national advisory business.
06/10/2016
The moves follow SJP teaming up with Metro Bank at the end of April to launch an intergenerational mortgage range, specifically for parents and grandparents who wish to support their children or grandchildren in buying a first home.
06/09/2016
UBS declined to provide a specific number of cuts.
06/09/2016
With traditional wealth management firms slow to give their propositions a re-vamp, a burgeoning wave of peer-to-peer platforms have started to pique the interest of high net worth investors.
06/09/2016
Students pay around £8,500 and will study towards the Institute of Financial Services Diploma in Financial Advice.
06/08/2016
This sixteenth annual study by BCG outlines the evolution of private wealth from both a global and regional perspective, addresses key industry trends, and explores evolving client needs -- particularly those of underserved,
06/08/2016
BCG estimates that offshore money lodged in Singapore will grow to $1.7tn by 2020, compared with the UK’s $1.6tn.
06/08/2016
If Britain opts to leave the EU later this month it would then face at least two years of talks with Brussels to negotiate its departure.
06/08/2016
Neptune to launch a wealth arm
06/08/2016
The Ascent team in Denver works with families with an average net worth of more than $440 million, Ascent said.
06/08/2016
This is a missed opportunity for Alliance Trust shareholders. It is not altogether sure where the trust is going on the long term.
06/08/2016
Even amid subdued activity, Share said that independent research indicates it has performed better than peers.
06/08/2016
The technology modernisation project is set to be completed by the end of 2017.
06/08/2016
Countries such as Greece and Spain have suffered most in recent years, €107bn exiting Greece alone.
06/08/2016
The acquisition has no significant financial impact on the Societe Generale group.
06/08/2016
These ultra-high wealth consumers only spend about 4 percent "on luxury consumables excluding yachts planes and large luxury assets"
06/08/2016
But it's not an easy business to capture, and gaining market share is very expensive.
06/08/2016
In recent years, U.S. regulators have taken a much closer look at the way wealth managers invest client money, the types of products they sell and the disclosures they provide. As a result, it has gotten harder for advisers turn a profit working with smal