09/21/2020
Sergio Ermotti's Total Retreat From UBS
Ermotti and UBS plan to sever all ties: the CEO of nearly nine years won't maintain an advisory mandate, and his regular employment contract will run out six months after he leaves.
09/21/2020
Ermotti and UBS plan to sever all ties: the CEO of nearly nine years won't maintain an advisory mandate, and his regular employment contract will run out six months after he leaves.
09/21/2020
Little Dreams Foundation provides training and advice from professional and celebrity mentors to young children with limited financial means who have a talent in music, art and sports.
09/21/2020
7IM has streamlined the process by reducing the amount of information and number of signatures needed on application, as well as allowing for e-sign and docu-sign capability.
09/21/2020
2020 has seen numerous global events impact investor portfolios
09/21/2020
UBS’s work-from-home efforts extend beyond just its trading operations or the European region.
09/21/2020
August sun shone on the equity markets, with the mood especially good in the US and Japan
09/21/2020
The new Watford based branch will provide discretionary and advisory investment services to clients based all over the UK.
09/21/2020
New accounting system needed to include natural, social and financial capital
09/18/2020
Acquisition aimed at creating one of the UK’s top multifamily offices
09/18/2020
The firm specializes in Intelligent Wealth Management™ for entrepreneurs, CEO founders, wealth creators and ultra-high-net-worth families.
09/18/2020
Canadian company bolsters status among fastest-growing RIA platforms in U.S. with announcement of fifth acquisition
09/18/2020
Hong Kong may be less and less the low tax, free market, rule of law safe haven it once was for ultra-high net worth individuals to live and invest their assets.
09/18/2020
The inaugural Julius Baer Family Barometer reveals that complexity for global families is on the rise. We explore the causes and implications.
09/18/2020
The company has been vocal in recent years about its plans expand through acquisition in both the UK and US, securing £80m of funding in September last year with investment management firm Pollen Street Capital to fund its pipeline.
09/18/2020
The combined business will operate as Advisa Wealth going forward.
09/18/2020
QIA, which is Qatar's sovereign wealth fund and has a 5.4% stake in Credit Suisse, manages about $300 billion(231.34 billion pounds) in assets.
09/18/2020
This is why he believes that more than ever "serious, joined-up financial planning strategies" are essential for those who are committed to growing and protecting their wealth.
09/17/2020
It has around 50% more advisers onshore than 12 months ago and plans Durban office
09/17/2020
The increasing trend continued in the following months, with the market cap jumping to $45bn in June.
09/17/2020
Stable income, rising wealth a bright spot for big global investment firms