11/27/2017

Wealthtech: a market poised for extended growth

The growing demand for data analytics, portfolio rebalancing solutions and machine learning capabilities have both wealth managers and tech companies lining up to acquire early-stage wealthtech companies.

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.

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

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.