12/05/2012
Wealth managers, as a group, have not grasped the extent to which the financial markets have fundamentally changed in the wake of the 2008-2009 downturn, according to a survey of 130 wealth managers.
12/05/2012
"Managing WMP issuance and payouts is becoming a growing logistical challenge."
12/05/2012
“There are Chinese people who have a lot of money and have soured on China’s real estate market,” said Patrick Chovanec, an associate professor at Tsinghua University’s School of Economics and Management in Beijing.
12/05/2012
BOC Private Banking and BOC Prestigious Wealth Management won the "Best Private Banking Business
12/05/2012
Assets under management will increase to 25 billion Swiss francs ($27 billion) from 24 billion francs at the end of 2011
12/05/2012
The Swiss financial centre mainly has a reputation for wealth management
12/05/2012
The move applies to both trail and platform commissions received from funds’ annual management charges, and head of Saxo Wealth Karsten Henriksen said the change was ‘literally offering clients an extra return on their investments’.
12/05/2012
“We will see an increase in investment opportunities and an increase in activities in the Southeast Asia region,” Lu said in a telephone interview
12/05/2012
“East Africa has actually been leading in economic growth in Africa … Certainly it follows that also the wealthy people will actually grow,” he added.
12/04/2012
UBS' new adviser pay rewards cross-selling
UBS Wealth Management Americas released its 2013 compensation plan to its financial advisers on Tuesday, announcing changes that will give them incentives to sell a wider range of products and bring in more revenue.
12/04/2012
Profit before tax £29.9 million (
12/04/2012
Nationally ranked by Barron's as a top independent wealth advisor, Mariner adds 13 wealth management professionals and continues to expand its national footprint
12/04/2012
"We are delighted that both California Wealth Transitions and Overlake Partners have chosen to partner with us."
12/04/2012
The Zurich-based bank will move its debt and equity capital markets, and corporate advisory businesses to London
12/03/2012
The corporate landscape in Europe, the middle east and Africa (EMEA) is healthier than people might expect
12/03/2012
From baseball players requesting their bonuses before Dec. 31 to millionaires lobbying for higher taxes on themselves, America’s wealthy are weighing in on the debate over the US “fiscal cliff.”
12/03/2012
In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows.
12/03/2012
The Credit Suisse reorganisation contrasts with hometown rival UBS, which is abandoning most fixed-income activities in favour of its flagship private bank as tough Swiss capital rules begin eating into investment banking profits.
12/03/2012
UBS is closing four branches in Germany that serve wealthy clients and cutting up to 35 jobs as it seeks to improve profitability.
12/02/2012
Wealth managers are rushing to set up tailored services for increasing numbers of foreign millionaires applying for investor visas to stay in the UK, with wealthy Russians leading the surge.