02/11/2020
UBS Private Wealth Advisors Lance Cholet and Reed Fawley Earn Certified Exit Planning Advisor (CEPA) Designation
Both join prestigious, international community of business advisors that are members of the Exit Planning Institute
Wealth and Asset Management
02/11/2020
Millennials started saving earlier than other generations, but they still have less wealth than their parents did at their age
Many of these millennials, according to the survey, have a good chunk of money tucked away.
02/10/2020
Rothschild receives award for best HNW Team
This award demonstrates that the panel of judges was also very impressed by Rothschild & Co's global network of more than 3,500 experts.”
02/10/2020
Wealth Management: Market Perspective – Unfinished business | Even lower for even longer?
The two-year-old global slowdown seemed to be bottoming out; the risk of a bigger downturn was muted by the US-China trade deal; and political uncertainty had fallen. Yet monetary policy still seemed pinned to generosity overdrive.
02/10/2020
Goldman Sachs' «Marcus» for Switzerland?
Market watchers have been eyeing whether Goldman will offer Marcus in Europe since a British launch 16 months ago.
02/10/2020
Chase de Vere called out for lavish adviser incentives
The Chase de Vere whistleblower told The Times the whole event centred around money
02/10/2020
Glasgow-based wealth manager taken over by Independent Wealth Planners UK
£100 million manager AGL Wealth becomes group's first presence in Scotland
02/10/2020
Channel Islands private wealth firms merge
We are now the seventh largest corporate, funds and trust player in the world by revenue and manage over 17,000 structures on behalf of more than 8,000
02/10/2020
Under the bonnet of an SJP acquisition
A document of intent from St James’s Place looking to buy an independent advice business unearths details of how the wealth management giant approaches deals
02/10/2020
Generali sets up innovation hub for private advisory
Banca Generali said that the new innovation centre could be described as an area for digital social working aimed at discussing issues related to fintech and investment.
02/10/2020
Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service
Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row
02/07/2020
Sionic shortlisted in prestigious awards
This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory.
02/07/2020
How Some High-Net-Worth Investors Are Positioning Themselves For A Market Crash
Both reports suggest high-net-worth investors may be worried about the short-term performance of the market as we sit near all-time highs.
02/07/2020
Mediobanca profits up on consumer business, wealth management
Also in the second quarter, net profit was better than consensus and stood at 197 million euros versus an average estimate of 175 million euros.
02/07/2020
Boris Bounce on hold? Swathes of London still in the doldrums
In Hammersmith & Chiswick over 55 per cent of prime properties are selling at a discount - typically 8.8 per cent off asking price.
02/07/2020
Ten things to bear in mind for a country property purchase
Many country properties have a private water supply, either from their own land or from land belonging to a third party.
02/07/2020
Frugal Billionaire Sells Stake in Wealth Firm He Founded
Hargreaves is largest shareholder in U.K. investment platform
02/07/2020
Wealth Management Update February 2020
The low Section 7520 rate and AFRs continue to present potentially rewarding opportunities to fund GRATs in February with depressed assets that are expected to perform better in the coming years.
02/06/2020
Pictet Profit Drops On Hiring Spree
Pictet, which is controlled by seven partners including descendants of the founding family, doesn't specify how much money purely from wealthy clients it took in.
02/06/2020
UBS' Khan: "absolutely convinced" on wealth management profit goal
Khan, who joined Switzerland’s biggest bank in October, said his first four months in the job had convinced him the unit’s mid-term ambition — which UBS reiterated in January — could be reached.