07/04/2017
Who's Who in UBS Private Bank Revamp
One of the Swiss bank's top female bankers will run its business in Britain.
Wealth and Asset Management
07/04/2017
5 Hats Every Wealth Manager Must Wear
In our industry wealth managers aspire to deliver holistic solutions to the affluent.
07/04/2017
EFG International completes another part of the BSI merger
This marks the final step in the legal integration of the BSI entities into EFG, achieved on schedule.
07/04/2017
Consolidation in Corporate Services
As a result, wealthy investors and individuals are looking for guidance on how to properly structure their wealth, and make intelligent plans for retirement, inheritance and other family planning matters, areas that Alpadis Group excel in.
07/04/2017
Mirabaud AM launches private equity business; brings first fund to market
Private equity team to be based in Paris
07/04/2017
View peak when trust fails wealth succession and planning asia
Lau’s drastic approach is unsurprising, given his unconventional past.
07/04/2017
Bordier & Cie (Singapore) recognised for banking expertise at SBR International Business Awards 2017
Their winning initiative involved banking with personality.
07/03/2017
Bellpenny and Ascot Lloyd merge to create £6bn business.
The merger completed on 1 July.
07/03/2017
Why structured products demand will stay strong in Asia
Falling interest rates had earlier dried up demand for structured products as it became highly expensive to provide a full capital guarantee.
07/03/2017
AFH completes purchases of three more IFA firms
For £1.9m combined maximum price
07/03/2017
CreditEase Wealth Management Named "Best Wealth Management Firm of the Year"
The firm also rolled out a "smart insurance" platform which employs big data analytic tools that immediately construct and recommend comprehensive insurance plans for clients after they submit information via mobile phones.
07/03/2017
Vaudoise Launches Asset Management Unit
All jobs are kept and remain in Bern.
07/03/2017
UBS Overhauls European Wealth Business, Revamps Management
UBS is reducing the number of booking hubs for its cross-border business to three countries -- Switzerland, Germany, and the U.K. -- from about 10 at present. European onshore businesses will be integrated in the bank’s new continental hub for wealt
07/03/2017
UBS Wealth Management makes appointment ahead of expansion bid
UBS has an unrivalled regional footprint
07/03/2017
Duo of deals boost growth at Fairstone
Our national presence is continuing to grow as our portfolio of advisory businesses expands.
07/03/2017
Chinese wealth enters a crucial decade
Theistic threads run through the seam of the firm
07/03/2017
Cains fiduciary business changes hands
Integration of the two businesses will start in August.
06/30/2017
Breaking through the bank barrier
While banks can also adapt to this changing world, the greater numbers of senior practitioners now embracing a new advisory model will lead to the type of shift in client loyalties that Ho expects.
06/30/2017
SJP dismisses shift to quant strategies
Key to the change, which resulted in some fund manager redundancies, was the claim the move to more automated strategies would help lower charges on the products.
06/30/2017
Arner Bank: Strong Growth In Assets Under Management And Private Banking
The year just ended was also marked by the aftermath of the international financial crisis.