07/04/2017
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
Private equity team to be based in Paris
07/04/2017
Lau’s drastic approach is unsurprising, given his unconventional past.
07/04/2017
Their winning initiative involved banking with personality.
07/03/2017
The merger completed on 1 July.
07/03/2017
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
For £1.9m combined maximum price
07/03/2017
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
All jobs are kept and remain in Bern.
07/03/2017
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 has an unrivalled regional footprint
07/03/2017
Our national presence is continuing to grow as our portfolio of advisory businesses expands.
07/03/2017
Theistic threads run through the seam of the firm
07/03/2017
Integration of the two businesses will start in August.
06/30/2017
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
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
The year just ended was also marked by the aftermath of the international financial crisis.
06/30/2017
Our new brand reflects our ambition to create quality, value and growth for our clients and other stakeholders.
06/30/2017
European Wealth had originally entered into exclusive talks to buy the firm, but that eventually fell through.
06/30/2017
Cliff has also ended his link with Neptune and it is not known whether he has taken up another post in the industry.