02/12/2019
Old Mutual International launches retail bond for Middle East and Africa
The product offers a range of retail investment solutions such as stocks, shares, bonds and collective investments.
Wealth and Asset Management
02/12/2019
Manulife Financial Q4 Earnings: Is a Beat in Store?
The fourth quarter should benefit from Manulife’s expanded distribution network across the region as well as strengthening of strategically important distribution agreements with key partners in Japan and Indonesia.
02/12/2019
UBS Forming Business to Service Independent Advisors
The decision of a conventional retail brokerage firm to expand from its core business of selling investment products through a captive brokerage force signifies the attractiveness of the independent advisory model to many advisers with large practices
02/12/2019
Vontobel boosts 2018 net profit, expects challenging market
It proposed an unchanged dividend of 2.10 francs per share.
02/12/2019
MilleniumAssociates’ founder, Ray Soudah, recognised in industry awards
The gala evening brings together industry leaders to recognise outstanding practitioners in the Swiss and international private banking
02/12/2019
PAM AWARDS: Mercer Advisors Awarded Best Private Wealth Manager Over $5 Billion
We are incredibly grateful to receive the Private Asset Management Award for Best Private Wealth Manager
02/12/2019
J. Safra Sarasin seeks new PMs in Basel
These hires continue a streak of steady hiring momentum for the banking group
02/11/2019
PAM AWARDS: Key Private Bank Awarded Best Private Wealth Manager Client Service
Key Private Bank receives its second Private Asset Management award for client service
02/11/2019
How Venezuela turns its useless bank notes into gold
Paid with the country’s near-worthless bank notes, these amateurs in turn supply the government with hard currency to purchase badly needed imports of food and hygiene products. This gold trade is a blip on international markets.
02/11/2019
Wealth concentration near 'levels last seen during the Roaring Twenties,' study finds
Overall, Zucman finds that "U.S. wealth concentration seems to have returned to levels last seen during the Roaring Twenties."
02/11/2019
Are private wealth managers digitally savvy enough?
According to their survey, more than half the respondents believe the private wealth and private banking sectors are behind retail banking in terms of their adoption of innovative technology.
02/11/2019
Ex-UBS Veteran Hints at Comeback
Zeltner has largely vanished, even after his 30-year ties to UBS formally lapsed last fall.
02/11/2019
Ghana: Stanchart Advises Investors On Wealth Management
Digitisation is at the heart of our client proposition and the end-to-end experience will remain a key priority to enable us to drive more tailored client engagements from advisory through to service.
02/11/2019
Lombard International Assurance is adapting with the Millennial wealth evolution
With the emergence of a new generation of high-net-worth individuals, wealth planners must ensure that they take a flexible approach to investing
02/11/2019
Wealth manager expands into Scotland
Based in London, Leeds and Salisbury, Progeny employs more than 35 investment professionals and more than 20 lawyers.
02/11/2019
Lloyds Set To Hire 700 New Advisers For Schroders Joint Venture
Lloyds Banking Group PLC plans to hire more than 700 financial advisers
02/11/2019
Harwood Wealth Management acquires independent financial advice business
The acquisition of Castleton is our second this financial year
02/10/2019
UBS Brings in Fixed Bonuses for 10,000 Corporate Center Staff
The corporate center includes functions such as human resources and information technology.
02/08/2019
Credit Suisse freezes bonus pool after tough year of rebuilding
Swiss bank boosts senior executives’ pay after share price falls 30%
02/08/2019
Understanding Elizabeth Warren’s Wealth Tax
Governments confiscate purchasing power from the private sector with taxes to offset the inflationary impact of public spending.