05/24/2019

Lighthouse and Quilter advisers look to exit

The £46.2m deal will see the formation of an advice giant as big as rival St James's Place as Lighthouse's 400 advisers join Quilter's network Intrinsic, bringing total adviser numbers in the business to 3,900.

05/24/2019

UBS Sets its Sights on China

The bank saw strong growth in Asia, with record net new money inflows of $16.3 billion in the first quarter of 2019

05/23/2019

Ultra HNIs are directly investing in startups

Kotak Wealth Management, which identified many of these opportunities of direct investments, said more and more UHNIs are investing in unlisted firms swayed by higher returns.

05/23/2019

UBS: Following Julius Baer's Example?

Since Chief Executive Sergio Ermotti cut the investment bank to size in 2012 and turned it into a support unit for wealth management, UBS remained adamant that a global wealth manager had to run a global investment bank.