06/11/2019
In early January this year, HSBC Hong Kong formally launched ‘HSBC Jade’ as a standalone proposition targeting to offer a “unique combination of personalised relationship management, advanced wealth solutions and luxury lifestyle service
06/11/2019
UBS has doubled the size of its regional business over the past five years and now has offices in Manchester, Leeds, Newcastle, Edinburgh, Jersey and Birmingham, as well as a presence in Wales, the South West and Glasgow.
06/11/2019
The new offering will be launched on 01 September 2019.
06/11/2019
Agreement substantially increases scale of the Company's wealth management business in the region and establishes a significant platform for expansion in Australia
06/11/2019
The firm recently expanded its Zurich office
06/10/2019
The programme was announced on 21 February 2019.
06/10/2019
Latest rate is highest since August 2018
06/10/2019
What is it about the world’s simplest form of exercise that so appeals to Wall Street?
06/10/2019
As the fund and wealth management sectors converge,” Lawton explains
06/10/2019
The delegates learned how the wealth management industry is adapting as the onshore proposition expands and as more international private banks and other players enter the local market.
06/10/2019
The momentum to move wealth into financial assets that covet ESG themes is gathering pace, especially as a more environmentally-aware generation starts to place investments
06/10/2019
Woodford Equity Income Fund was on investment platform’s favourite funds list
06/10/2019
The first to join, Plan For Life was described as “the ideal advisory business” Clifton is looking to attract to its regional network.
06/10/2019
The annual Wealth Adviser Awards recognise excellence among wealth managers and service providers from across the UK and its Crown Dependencies in a range of categories covering the entire wealth management sector.
06/07/2019
By definition, high-net-worth and ultra-high-net-worth clients have enough assets to fund their lifestyles and meet their financial goals.
06/07/2019
Private-banking assets in East Asia will soon outpace Europe, but competition is fierce.
06/07/2019
Who’s the guy Klay Thompson and other N.B.A. stars trust to manage their wealth?
06/07/2019
Japanese lender to sell Swiss group’s wealth management products as part of alliance
06/07/2019
Executives at Goldman Sachs have been sketching out more details of how the firm plans to expand beyond its investment-bank division into more stable sources of revenue.
06/07/2019
Kingswood believes the flexibility and accessibility of choice coupled with the compensation protection will act as a strong incentive for clients to move their savings into accounts paying higher rates of interest.