Managers of Wealth

How wealth firms can attract UK entrepreneurs

This is the view of Christian Fringhian, a partner at Reyl & Cie, who believes the time is ripe for non-investment banks to enter this space and attract cross-border entrepreneurs.

Swiss Bank group Julius Baer launches bank in India

The launch was deferred on account of a delay in approvals from a bevy of regulators and 'complications' in the deal

Engagement more important than tech in digital disruption

Technology will continue to be used to streamline costs and improve efficiencies as well as facilitate more rigorous compliance and regulatory reporting

European Wealth pays £675k for Surrey-based IFA

'The combination of uncertainties in the global markets and the underlying dynamics of the wealth management industry will continue to create meaningful opportunities for the group

How UBS Spread the Pain of Puerto Rico's Debt Crisis to Clients

The Swiss bank packed pension bonds it underwrote into mutual funds it marketed on the island with a hard sell.

Noah Partners with UKTI to Open Opportunities for Clients in the United Kingdom

The partnership is designed to open up opportunities for Chinese high net worth individuals in investment, philanthropy, cultural exchanges, and education in the United Kingdom.

Former Private banking veteran launches wealth platform

Has launched an independent platform in Singapore serving both as an external asset manager and multi family office.

Ex-Schroders Private Bank CEO joins AIM-listed investment management boutique

He joins the group to help build up its asset management capability.

China grants Aberdeen Asset Management business licence

"While the asset management industry there is young and the potential huge, our vow is to avoid short-termism and focus on quality," Young said.

UBS's Paula Polito and Dawn Fitzpatrick Named to the 25 Most Powerful Women in Finance by American Banker

Two UBS Group Managing Directors have been named among the 25 Most Powerful Women in Finance by American Banker magazine.

The route to better wealth management

Institutes worldwide from Nyenrode in the Netherlands to the University of Chicago Booth School of Business in the US, offer a variant on these courses.

Swiss boutique duo break into UK wealth market

It is due to launch in mid-October and will develop funds for institutional and family office clients.

Walker Crips launches new managed portfolio service

“We operate a pragmatic ‘best-in-class’ approach, seeking to invest in companies that demonstrate a commitment to sustainability and the highest standards of corporate governance.”

HSBC Set to Add 4,000 Jobs in China While Shrinking Globally

The 4,000 new hires would amount to a 30 percent increase from the 13,000 people now working for HSBC in the Pearl River Delta. By contrast, the bank plans to trim global headcount by some 50,000 over three years and reduce annual costs by up to $5 billio

Cim Fund Services maintains Statement on Standards for Attestation Engagements (SSAE) No. 16 Clean Type II report four years in a row.

The value of SSAE No. 16 engagement is that it allows service organisations to have their control policies and procedures evaluated and tested (in the case of a Type II engagement) by an independent party.

Wealth and Asset Management