12/17/2019
The team utilizes a seven-step procedure for evaluating investment opportunities, starting with in-depth research of prospective managers, all the way through ongoing review of current investments.
12/17/2019
The so-called ultra-high net worth unit is at the center of UBS' private banking play.
12/17/2019
For wealth creators in China, children’s education held the highest priority (35 percent) followed by investment property (26 percent) and vacation (23 percent).
12/17/2019
The evolution into an even more client-focused financial institution that harnesses the power of technology to deliver customized client solutions is the logical next step based on Vontobel’s value proposition for clients.
12/17/2019
UBS is looking for ways to maintain its edge and reinvigorate its shares, which have trailed rivals over the past year.
12/17/2019
The company posted an operating profit of £7.6m for the year to the end of September 2018.
12/17/2019
Some technologies which are used in very specialised circumstances today could be seen much more widely in ten years.
12/17/2019
Monetary policy remains remarkably generous, which is one of the things boosting both bonds and stocks.
12/17/2019
Expanding Chartered Financial Planner firm Fairstone has acquired nearby North East wealth manager Chilli Financial.
12/16/2019
The exercise represents CEO Philipp Rickenbacher’s first major imprint on Julius Baer’s strategy since taking the helm three months ago.
12/16/2019
St James's Place has defended its charging structure after a year at the receiving-end of media and industry scrutiny.
12/16/2019
Santander UK has launched a model portfolio service (MPS) for private banking clients with fees ranging from 1.5% - 1.95%
12/15/2019
Hundreds walk past the door on Wharton Street every day perhaps without noticing it is even there.
12/15/2019
No transaction discussions are taking place between EFG Bank European Financial Group and Julius Baer.
12/15/2019
The acquisitions director said before entering into the sales process businesses owners should be clear on what they need to achieve from a transaction and "clearly articulate" it to the buyer.
12/13/2019
The RBC review was prompted because the bank‘s global head of wealth management feels the Asian business, with less than $10 billion in assets, lacks the scale to generate adequate profit, the people added.
12/13/2019
The ranking is based on both size and growth in assets.
12/13/2019
All firms, not just AFMs, should consider whether any of the FCA’s remedies could be useful to their business
12/13/2019
Reaching the milestone comes as a major success for UBS, which pledged to support the UN development targets and also gathers money through the sale of dedicated armbands to this end.
12/13/2019
There will be no changes to business operations at PSL as a result of the acquisition and this closer alignment of the businesses gives even greater clarity for clients on their overall financial affairs