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Wealth and Asset Management

10/31/2019

Rhodes Wealth Management doubles clients after merger

“We are delighted to have effectively doubled the number of clients under the Rhodes Wealth Management umbrella overnight and are happy to be a part of such a knowledgeable and friendly team."

10/31/2019

SNB records CHF 51.5 billion profit in nine months

The results were driven by profits of CHF 42.7 billion from foreign currency positions.

10/31/2019

Financial Network Championing Diversity Launches in Asia

We want to inspire and empower women, as well as demonstrate the benefits of gender equality

10/31/2019

Ex-UBS advisers launch new wealth management firm

Independent Wealth Management Firm Parcion Private Wealth Launches to Service High-Net-Worth Business Owners

10/31/2019

Swiss Banks Fight for Talent Amid ‘Tsunami’ of Brazil’s Rich

UBS and Credit Suisse both said they’re hunting for more additions as demand surges for financial advice and new types of investments in the South American nation.

10/30/2019

Seven wealth managers' top ESG fund picks

We asked seven wealth managers to pick their favourite ESG funds in this growing market.

10/30/2019

A Wealth Tax Is Simply Un-American

It would make the U.S. less hospitable to the most visionary entrepreneurs.

10/30/2019

Allfunds becomes DBS fund platform provider

Wealthtech provider will provide access to third-party mutual funds

10/30/2019

Sanctuary Wealth buys NorthView in debut purchase

Sanctuary founder and CEO Jim Dickson said: “Today we are pleased to announce our presence in the M&A space with the addition of a terrific team.

10/30/2019

Schroders sells stake in UK fund house

Lincoln Peak Capital Purchases Minority Equity Interest in RWC Partners

10/30/2019

Credit Suisse profit soars and beats expectations

Helping our clients achieve their objectives ultimately ensures that we create value for our shareholders.

10/29/2019

Noah Holdings Limited to Hold 2019 Annual General Meeting on November 27, 2019

Holders of record of our ordinary shares at the close of business on the Record Date are entitled to attend the AGM and any adjournment or postponement thereof in person.

10/29/2019

Advisor Insider: No need to be so negative

If you are asking for money to consume it today (government spending) and return it to me tomorrow, this incurs a cost.

10/29/2019

Credit Suisse: Honorary President wants to overthrow presidents

Good means that Rohner will give up his presidency before 2021

10/29/2019

Building Portfolios: Diversification, Wealth Protection, Risk Management and Gold

Gold is an emotional commodity,” he commented, “but remember that gold over a 50-year period has performed well in comparison to mainstream financial assets and almost all major fiat currencies.

10/29/2019

Profit down for HSBC Bank Canada in Q3

Retail banking and wealth management enjoyed revenue growth

10/29/2019

Natixis Model Portfolios added to Merrill Lynch Investment Advisory Program

The strategic allocation for the models is made of high conviction, actively managed strategies and is rebalanced annually, while tactical views are applied mainly through passive strategies with a three to six month outlook.

10/29/2019

New Roy Morgan Report Fills the Information Gap on Australians’ Net Wealth

By calculating total personal assets and subtracting total personal debt

10/29/2019

Edinburgh private bank to take on £35m loan book from Smith & Williamson

The Edinburgh boutique bank reported 48 per cent year-on-year income growth in half-year results released in August

10/29/2019

UBS 'obsessed' with costs as new targets loom amid scrutiny: CEO

Sergio Ermotti says all units will be assessed for potential cost cuts, allocation of resources before January 2020

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