06/23/2023
The financial planning technology is designed to improve the process behind the development and comparison of financial plans, leading to greater consistency of client outcomes.
06/23/2023
For the fourth year in a row, Euromoney’s Awards for Excellence recognised UBS as the Middle East’s best bank for wealth management.
06/23/2023
‘Correlation perfect storm’ finally opened a lot of investors’ eyes to long-term challenges, says Nordea’s Asjbørn Trolle Hansen.
06/22/2023
Enhanced Commitment to Managing Every Critical Aspect of Clients’ Complex Financial Lives Through Multidisciplinary Services and Expertise, Introduces New Corporate Branding
06/22/2023
Amid the growing popularity of DAFs with philanthropic individuals and families, this enhancement to the firm's platform will offer a high-touch and efficient solution for charitable giving across a range of assets and levels of complexity.
06/22/2023
The Hong Kong multi-family office is opening up shop in Singapore, saying having booking centres in both financial centres is crucial to properly service Asian clients.
06/22/2023
The new office at Two Central Square is a modern, nine-storey building forming part of the prestigious Central Square development in the heart of the business district.
06/22/2023
A group of European bondholders of Credit Suisse affected by the bank's $17 billion writedown on AT1 bonds as part of the takeover deal with UBS is suing former executives of the bank.
06/22/2023
The move will see a total team of eight move across from PPM Wealth to Evelyn Partners.
06/22/2023
Wealth firm hires Brewin Dolphin trio to run the operation
06/22/2023
New head of Swiss-German market Verena Gross says the right senior hires are difficult to find, which is why the group is going back to grassroots.
06/22/2023
BTG just opened an office in Madrid and in March announced the acquisition of a bank in Luxembourg to serve Latin American costumers, part of its strategy of gaining market share from banks that are giving up their local operations.
06/22/2023
The portfolio manager says his dismissal from River and Mercantile in 2018 has not impacted asset-gathering at his new venture.
06/22/2023
Natural resources, high-tech space, a young population and growing industries in Southeast Asia (ASEAN) will support the region’s economic growth.
06/22/2023
Rating agency DBRS Morningstar has affirmed the long-term issuer rating of UBS AG at AA (low) and that of UBS Group at A (high).
06/21/2023
All have been on the three most recent Top Women rankings, and some longer.
06/21/2023
It also has operations in London, Bournemouth, Glasgow and Edinburgh
06/21/2023
As previously reported on 4 May 2023, total assets under management were CHF 71.7 billion as at 31 March 2023, compared to a total of CHF 75.0 billion as at 31 December 2022.
06/21/2023
The firm’s AUM dropped 6% to £31.4bn on the back of hefty client redemptions.
06/21/2023
Half-year results 2023