02/06/2020
The leadership crisis is engulfing the lender as tensions between the two men worsen following a spying scandal that dented the bank’s reputation and prompted questions about governance at the top of the bank.
02/06/2020
UBS Global Wealth Management retains the top spot; JPMorgan is a standout, too.
02/06/2020
A UBS spokeswoman did not respond to a request for comment.
02/05/2020
Still, Japan has been a tough market for foreign banks, with HSBC Holdings Plc and Citigroup Inc. among those to have withdrawn from the business of serving affluent Japanese in recent years.
02/05/2020
Evard said that wealth managers need to have staff who understand the language and culture to expand into a new country.
02/04/2020
The Mattioli Woods Structured Products Fund was launched in November 2016, with £98m of new monies invested during the year and the value of the fund now exceeds £100m.
02/04/2020
Wealth management firms are customizing their portfolio creation to fit the particular clients and, in particular, are focusing these services on the next generation of investors and on high-net-worth investors.
02/04/2020
China’s determined pursuit of growth when investing was reflected in their average overall portfolio return of 11%, mainly due to direct private equity (19%), private equity funds (15%) and direct real estate (14%) investments.
02/04/2020
Recognition as a leader in financial services
02/04/2020
The statement continued: “All the necessary steps for this process are being taken in close alignment with the relevant authorities.
02/04/2020
The bank’s board of directors will propose a nominal value repayment of CHF 12.50 per share by reducing the nominal value from CHF 31 to CHF 18.50.
02/03/2020
The acquisition is subject to regulatory approval and is due to be completed in the first quarter of 2020.
02/03/2020
Wealth manager plans to axe benefits such as cruises after criticism over incentives
02/03/2020
Quilter Cheviot acts as the investment adviser to the fund
02/03/2020
Presentation of the 2019 full-year results for the Julius Baer Group
02/03/2020
Unit suffers declines in advisory and capital markets business
02/03/2020
The deal bolsters the adviser's London office as it sets its sights on a pipeline of acquisitions for the coming year.
02/03/2020
Peter Emery, manager director at Emery IFA, criticised Bancroft’s flat fee approach as “clients do not all have the same needs” and so to charge them all the same would be “unwise and unfair”.
02/03/2020
The bank, which has its headquarters in Neuchâtel, has been active in German-speaking Switzerland since 2002, under the leadership of Philippe Borner.
02/03/2020
Thanks to the turmoil in the lead up to Brexit, recruitment of permanent back office staff by investment firms took a hit last year.