01/23/2019
Brewin Dolphin Q1 total funds down 7.7 pct
The first quarter has been characterised by lower market levels and ongoing macro-economic uncertainty.
Wealth and Asset Management
01/23/2019
Property investment, rising wages, and higher employment - is the UK economy poised for a post-Brexit boost?
Political chaos has taken the focus away from the UK's growing economy
01/23/2019
The ‘How’ of Insurance Solutions for Asia’s HNWI Clients
How do insurers fully understand the needs of their clients and ensure that they provide the optimal solutions?
01/23/2019
AJ Bell assets under administration slip 4% amid choppy markets
The drop in AuA was limited somewhat by a rise in net inflows as customers continued to sign up to the company's platform,
01/23/2019
VP Bank Reports Record Net New Money Inflow
Operating expenses amounted to approximately CHF 232 million (2017: CHF 229.8 million).
01/23/2019
UBS pins future hopes on wooing ultra-rich Americans
UBS, the world’s biggest wealth manager, merged its US and international private banking teams a year ago and recently unveiled bold plans to reconnect with American millionaires.
01/23/2019
Fleeing Clients Are Grim Reality in Banks' Push to Manage Wealth
Even before the market meltdown, the competition for managing fortunes had been fierce.
01/23/2019
Great-Grandson of Swiss Banking Legend Set to Start Own Bank
After receiving a banking license from the Swiss Financial Market Supervisory Authority at the end of 2018, the final preparations are now under way.
01/22/2019
Baillie Gifford and JPMAM fall from grace in FE rebalance
Architas and Pimco climb to top of the table for the first time
01/22/2019
If investors don’t overhaul banker pay, populism will
The news last week that Santander was abandoning its planned hire of UBS investment bank boss Andrea Orcel as chief executive, highlighted an odd side-effect of those pay reforms.
01/22/2019
UBS swings to profit, but misses expectations
UBS is targeting to repurchase up to USD 1bn of shares.
01/22/2019
JP Morgan Global Alternatives Outlook
As growth slows and risks rise, investors should expect the unexpected
01/22/2019
Wealth planning needs of internationally mobile clients
These statistics mean little unless we understand the growth trends within this group of individuals.
01/21/2019
A woman who studied 600 millionaires says there's a misconception about wealth that just won't die
Point blank, income and wealth are not the same thing.
01/21/2019
Individual wealth grew 14% in 2018; financial assets outpace physical
The proportion of financial assets increased to 60% in 2018
01/21/2019
Nothing ventured, nothing gained
Having laid the foundations of Pictet Funds’ online presence and growing restless, she asked the Partners for more responsibility.
01/21/2019
Pictet plans hiring spree to expand into Middle East and Asia
Swiss wealth manager bullish in a bear market as it raises headcount by 500
01/21/2019
Vontobel launches leveraged products in Denmark
The tracker enables Danish investors to add Bitcoin as a bankable asset to their portfolios.
01/21/2019
Geneva WM expands by opening new office
The opening of this branch in Bern is a first step in this direction, and we are very happy.
01/21/2019
Pictet to Hire Hundreds of Bankers
The effort represents an 50 percent hike on its recruiting efforts last year, and follows the entrance of ex-Julius Baer boss Boris Collardi as a partner.