04/16/2018
Along with financial returns, the super wealthy also want their investments to drive positive changes in the world, said Simon Smiles, chief investment officer for ultra-high net worth at UBS Wealth Management.
04/16/2018
New client inflows accounted for approximately $48 billion of the increase.
04/16/2018
A net 7.9% increase in discretionary funds over the period was a positive, the group said.
04/16/2018
The ten largest banks operating in the Asian growth market last year increased the number of customer advisors by almost 10 percent compared with the year-earlier period.
04/16/2018
The “ESG Engagement Equities” strategy is being managed by Hermes Investment Management.
04/16/2018
The Indonesian partnership will also see Lombard Odier work with Bank Mandiri in developing private banking expertise and services.
04/16/2018
Assets under management totalled $1.08 trillion at the end of March 2018, versus $946.778bn a year ago.
04/16/2018
J. Safra Sarasin launches new AM brand
This new brand better reflects the importance of our asset management business and what we stand for
04/16/2018
He has been at the bank for 12 years in a series of senior roles, including UK market head.
04/16/2018
This is most acutely felt among those imminently facing retirement, with 64% of people aged 55-64 believing saving should start in your 20s.
04/16/2018
In high-yield bonds in emerging markets, more than 28% had a positive outlook.
04/16/2018
The move brings together its operations in the UK, Channel Islands, France, Germany, Switzerland and Luxembourg into one regional structure.
04/16/2018
The firm closed out a strong quarter in which Bank of America laid out plans to aggressively grow its Merrill Edge unit
04/15/2018
By 2020, the aggregated net worth of global millennials is estimated to hit between $19tr and $24tr
04/13/2018
A spokesperson for IRESS told Financial Standard the acquisition was a natural step for the software provider, having worked closely with Netwealth for more than a decade.
04/13/2018
The Directs & Co-Investments Group will advise and assist PFG clients in the structuring and placement of private direct investments into the institutional investor market.
04/13/2018
Ermotti’s comments tempered his previous remarks made in a Bloomberg Markets interview last year.
04/13/2018
This idea filtered down to the aristocracy, giving rise to the concept of “stewardship”.
04/13/2018
The first-quarter results are expected to be smoother and more constructive for banks in general.
04/13/2018
The vendor said that its platform will support internal collaboration across the bank’s various units by orchestrating its systems and applications, including the Avaloq core platform.