11/24/2017
The rise of indexing in wealth
When building a portfolio, we will first of all look at the passive options available as they provide the cheapest and most transparent access to market returns.
Wealth and Asset Management
11/23/2017
Thomas J. Handler wins prestigious award
Family Wealth Alliance is one of the five large family office associations based in the United States. It is well known for its award-winning research publications and educational conferences.
11/23/2017
Banks Hire Thai Wealth Managers as Country Mints Millionaires
Thailand encourages overseas investment, unlike Indonesia
11/23/2017
Walker Crips increases underlying profit
We remain in a sound financial position and have continued to trade profitably since the Period end.
11/23/2017
Generali’s HNW product offering
Young also has other products that can really help clients plan and manage their wealth.
11/23/2017
Reyl Offloads Asset Management
Reyl is offloading the stake in order to invest its cash elsewhere.
11/23/2017
St.Galler Kantonalbank acquires PB business of rival
The acquisition is part of the cantonal bank’s strategy to expand its business in Eastern Switzerland
11/23/2017
UBS Asset Management reveals its predictions for hot investment trends in 2018
Smart beta, a strategy which involves tracking indices weighted on a factor other than a company's market capitalisation, will also be on the up, said UBS AM.
11/23/2017
UBS Sends «Hot Desker» To India
The South Asian nation, home to corporate giants like Tata and Reliance, holds huge potential for UBS' capital markets and investment banking advice business.
11/23/2017
How asset and wealth managers can leapfrog into the digital world
Asset managers are now beginning to recognise the benefits of becoming ‘digital first’.
11/23/2017
BMO launches multi-asset portfolios
The three portfolios are risk-targeted with an aim to provide long-term growth, consistent with a specific volatility level.
11/22/2017
The World’s Biggest Wealth Manager Won’t Touch Bitcoin
Bitcoin has split investors over the viability of the volatile cryptocurrency and UBS is among its critics.
11/22/2017
Wealth Managers Are Being Inundated With Calls About Bitcoin
Advisers say recover principal investment, brace for losses
11/22/2017
Private banking unit fined in Hong Kong
This case was referred to the SFC by the Hong Kong Monetary Authority following its investigation into issues arising from numerous complaints.
11/22/2017
Bankers in Singapore, Hong Kong regret taking “mouth-watering” 50% salary rises
Boutiques don’t have the same tight salary bands as UBS, Goldman and Standard Chartered do.
11/22/2017
How UBP is adapting to Asia’s changing landscape
In the bank’s first full year since UBP’s acquisition of the Coutts Asia business, Michael Blake foresees a positive path forward.
11/22/2017
No ‘threat’ in focusing on HNW clients
The fact is that providing traditional advice is expensive, and people with a higher net-worth have more complex circumstances that are less suitable to be addressed by technology.
11/22/2017
Secretive Wealth Manager Wants to Be a Buyout Shop
Raises the specter of possible conflicts with some of its clients
11/22/2017
Singapore Wealth Firms Weather Tax Transparency, Minister Says
Firms in Singapore haven’t seen a ‘significant’ outflow: Rajah
11/22/2017
Charles Stanley warns 'major regulatory change' may impact third and 'hardest step' of turnaround
Hopes for higher levels of trading activity