04/05/2019
UBS Works on Employee Overpayment Errors
UBS is likely to address its approach to the resolution, including whether it will attempt to recoup money from brokers or other employees, in upcoming meetings, the internal source said.
Wealth and Asset Management
04/05/2019
SJP joins protection lobby group
Alan Knowles, managing director of Cura Financial Services and Chair of the PDG, said: “We are delighted to see St James’s Place Wealth Management and Essential Insurance join the PDG.
04/05/2019
The future is female in China’s wealth management industry
In Hong Kong, a major hub for wealthy Chinese investors, 50 per cent of private bankers with a managing director title are women
04/05/2019
Is it time for wealth managers to stop talking about wealth?
It also shows that market potential is growing, as demonstrated in Deloitte's 2017 Innovation in Private Banking & Wealth Management report.
04/05/2019
How Asian private banks are targeting the Mass Affluent segment- explains Avaloq’s whitepaper
This whitepaper strives to figure out the commonalities amongst the service models adopted by the banks as well as future trends.
04/05/2019
Quilter sacks Woodford for Artemis's Frost
The fund has returned 28 per cent over the past three years.
04/05/2019
Former Man Group head launches Zurich boutique
The new firm will be called Arve Asset Management and has already secured a Finma licence.
04/04/2019
DBS Bank: It's Time to Add More Gold to Portfolios
We think the markets will stay volatile
04/04/2019
Top Wealth Manager Retreats From Bearish India Bet
Kotak Wealth dials back most bearish call since 2013 on stocks
04/04/2019
Wealth boss questions ASIC’s litigation agenda
A number of industry leaders including a wealth management CEO have debated whether ASIC’s new enforcement approach following the royal commission will actually bring about effective outcomes.
04/04/2019
UBS Private Wealth Advisor Michael Matthews, Named #2 in Washington State on Forbes List of 2019′s Best-In-State Wealth Advisors
Michael has over 30 years of experience and is the founder of The Matthews Group at UBS.
04/04/2019
Oman-based firm rolls out wealth management operation
The offering is part of the firm’s growth strategy to service high net worth customers
04/04/2019
Julius Baer Overseer's Goodbye Gift
Lacher's job is to figure out how the bank can grow sustainably in the next 10 years without another oil spill
04/04/2019
Falcon Bank's Losses Deepen
The loss last year represents a deepening of 3.4 million francs on the year.
04/04/2019
UBS eyeing asset management merger with DWS – reports
Swiss bank could combine businesses and spin them out as separate entity
04/03/2019
Nucleus reports 33% profit jump
Nucleus' chief executive David Ferguson said the results were positive given a number of challenges facing the platform market.
04/03/2019
Bank of Singapore Officially Launches European Wealth Management Subsidiary
Europe has always been an integral part of our business.
04/03/2019
Citi to grow wealth management by 10%
The global banking giant has revealed that it is eyeing a significant expansion of its Asia-Pacific wealth management business.
04/03/2019
New York Private Bank & Trust Forms Strategic Partnership With NorthRock Partners
The release pointed out that most recently, Howard Milstein and NYPB&T have increased their holdings in the golf world, including ownership of GOLF Magazine, GOLF.com, and the Nicklaus Companies (in partnership with legendary golfer Jack Nicklaus.
04/03/2019
Middle East investors seek to hedge risk through portfolio diversification, Lombard Odier says
The Swiss private bank has seen a significant rise in its regional client-base