09/25/2014
UBS shifts Dubai rep office to Abu Dhabi, retains DIFC advisory
UBS has been scaling back corporate advisory and investment banking services for ultra-rich clients
09/25/2014
Singapore 'a global hub for wealth management'
Singapore is poised to challenge Switzerland as one of the world's largest wealth management centres
09/25/2014
Broadstone provides wealth management services to private clients, pension funds, charities and companies.
09/25/2014
Small updates on the precarious art of wealth management
09/25/2014
Unique challenges
09/24/2014
How ‘best wealth manager’ lists mislead you
Assets under management are largely meaningless in helping you pick a professional
09/24/2014
Salamanca launches multi-jurisdictional private office division
Established in 2002, Salamanca provides services in investments, advice, corporate risk services, business intelligence and investigations, and private office.
09/24/2014
Many bankers today weren't born before Big Bang, let alone worked through it.
09/24/2014
RHJ International today announced that it completed the conversion of the co-investors' interest of 35.13% in Kleinwort Benson Group into RHJI shares.
09/24/2014
London-based wealth management firm to charge percentage of profit
The new pricing regime has been implemented after the company had achieved maximum investment growth for clients over the past two years by investing in top-performing funds.
09/23/2014
How experienced investors view their wealth
The main reason for this, is that specialist wealth managers, tend to have a flat structure
09/23/2014
UBS launches 50th anniversary in Asia celebrations
To commemorate the 50th anniversary, UBS Singapore announced the launch of the UBS Singapore Youth Academy
09/23/2014
‘Dinosaur’ Private Banks Losing to Startups, ABN Amro Exec Says
Digital financial companies are increasingly poaching clients
09/23/2014
‘There are obvious gaps in our branch network. We are not going out aggressively to fill those gaps, but we will be opportunistic.’
09/23/2014
Fund buyers are taking profits in frontier markets after the recent reshuffle of constituents and a strong run of performance.
09/22/2014
UK mortgage clampdown threatens to put squeeze on rich buyers
James Fleming, Arbuthnot Latham chief executive, said the proposals would have “a disproportionate impact on smaller specialist lenders and would restrict us from being able to provide some elements of our banking services which are important to our
09/22/2014
The major banks are stuck with their wealth management arms whether they like them or not, argues Perpetual Investments group executive Michael Gordon.
09/22/2014
The Net Promoter Score is a loyalty metric which gives an indication of how clients represent a company to their family, friends, colleagues and associates.
09/22/2014
He is said to be looking for £2.7 million in compensation in relation to the management of a $500 million hedge fund, LO AOG Energy.
09/22/2014
The company’s offshore investment business Skandia International will be rebranded to Old Mutual International early next year.