03/21/2016
Demand for wealth management services has been driven by rising house prices; the new pension freedom rules, which allow people easier access to their long-term savings; and a thriving entrepreneurial culture.
03/21/2016
In a survey of 98 private banks where the minimum account size was $500,000 in investable assets
03/21/2016
Singapore's banks have been expanding in wealth management, picking up assets sold by some Western banks as they retreat to focus on their own markets.
03/21/2016
Private banking departments have traditionally delivered banking, credit, trust, and investment services to affluent clients.
03/21/2016
The effort is part of Chief Executive Officer James Gorman’s post-financial crisis transformation of the investment bank to rely more on retail businesses.
03/21/2016
Dik van Lomwel, regional head at Neuberger Berman said that the Italian market was important and that the deal was the latest collaboration with the bank since creating a private
03/18/2016
Thiam’s grand plan was to double pre-tax profit in Asia from 2014 levels and in some areas of wealth management.
03/18/2016
A wave of restructuring was likely to last until the middle of next year
03/18/2016
The bonus pool swelled to 3.5 billion francs
03/18/2016
UBS’s Annual Report 2015 and Compensation Report
03/18/2016
The industry publishes aggregated data on where WMPs tend to invest, but the disclosures of individual products can be vague.
03/18/2016
The Swiss pure play had reportedly submitted nonbinding bids for the UK private bank in Asia, with Julius Baer group CEO Boris Collardi
03/18/2016
This brand ambassadorship came into fruition after Maps starred in an Investec video specifically targeting young professionals.
03/18/2016
Listed on the UK main market and describes itself as a financial planning led wealth management firm
03/18/2016
The blacklisting of the Syrian-born billionaire is not limited to just him personally.
03/18/2016
The British banking group agreed a three year contract with Premier League that will take it up to the end of the 2018-19 season.
03/17/2016
European Wealth has developed from a fledgling start-up to a £1.2 billion welter-weight in less than six years, with acquisitions a key factor in its expansion plans.
03/17/2016
With a referendum three months away, many asset managers are weighing how they might cope with a 'Brexit', including the possible loss of the right to sell funds freely across the bloc.
03/17/2016
Some of our clients who usually place trades via their relationship managers are now trading global equities directly on the digital platform anytime at their convenience.
03/17/2016
The EFG Chile office operates in the country with a local brokerage license, enabling it to offer clients a combination of local and international wealth management services.