02/12/2016
Sources familiar with the sales process had told Reuters earlier that Credit Suisse was also weighing a bid for Barclays‘ wealth unit, but it wasn’t immediately clear if the Swiss bank had submitted an offer.
02/12/2016
To be sure, competition for business is fierce, with countless firms fishing for a limited number of super rich clients.
02/12/2016
Wealthy people can now access the full English country house experience with no strings attached
02/12/2016
Consolidated net profit in 2015 fell to 452 million Swiss francs ($462.64 million) but assets under management or custody rose by 2 billion francs to 437 billion francs.
02/11/2016
The Together campaign launched last September following an 18-month long rebrand of UBS to reflect a shift in strategy to focus on wealth management.
02/11/2016
There is a chance the board will not reach a verdict and postpone the decision.
02/11/2016
The existing cooperation agreement covering the period through to June 2017 will continue to apply until it expires.
02/11/2016
The Novia Global platform is supported by first class technology, provided by Australian software business GBST.
02/11/2016
Darlene Marchesani is the Chief Trust Officer and Trust Counsel of Evercore Trust Company of Delaware
02/11/2016
“We have already received a high level of interest in the DFM service and are currently speaking to a number of quality advisory firms that are keen to join P1 and have a greater influence over the investment service they use for their clients.&rdqu
02/10/2016
Private Client Resources, the leader in wealth data aggregation and reporting for ultra high net worth clients and investors, announced today the launch of a series of innovative new products and services.
02/10/2016
The system outage means written information on client Isa and unit trust holdings cannot be sent out to clients.
02/10/2016
The scheme will offer the well-heeled incentives to bring money back to the country but it won't require taxpayers to repatriate their assets
02/10/2016
Our idea is not to compete with the Sparkassen and Volksbanken, but rather to work together on a complementary basis.
02/10/2016
Tidjane Thiam said the Swiss bank’s balance sheet is stronger than ever
02/10/2016
Zeltner is smart and extremely likeable.
02/10/2016
Real estate, art and passion investments such as classic cars, yachts or private jets represent a dynamic trillion dollar market.
02/10/2016
Offering support services to companies moving abroad is a core business and of growing importance.
02/10/2016
Survey results are based primarily on a peer ranking methodology.
02/10/2016
For many of the largest private banks 2015 was a year of restructuring and geographical retrenchment.