01/24/2017
Puny Private Bank Defies Convention
The partner-run private bank earned 13.3 million Swiss francs last year on an undisclosed sum of assets.
Wealth and Asset Management
01/24/2017
UBS AG renews its contract with HCL
HCL will continue to deliver major Finance Operations services to UBS AG for the next three and a half years
01/24/2017
WH Ireland sells freehold property in Manchester
The company would use the sale proceeds for general corporate purposes.
01/24/2017
Fairstone bolsters Yorkshire presence with adviser acquisition
The deal was agreed under Fairstone's downstream buyout model.
01/24/2017
SJP clients offered free advice by IFA amid concerns over charges
We’ll audit, analyse and advise you on your SJP funds and what your next move should be based on what’s in your best interests.
01/24/2017
Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firmms For 2017
Regulatory changes and technological advances are shifting the wealth management landscape
01/24/2017
Union Bancaire Privée sees assets rise to 118 bln Sfr in 2016
Net profit for the year rose to 176.4 million francs
01/24/2017
Raising the independent wealth bar in Hong Kong
The new entity will be 100% owned by the four founders.
01/24/2017
UBP's Asian Bet Pays Off
The bank's assets under management rose 7.6 percent to 118.3 billion francs, from 110 billion in the previous year.
01/24/2017
HNW clients to gain from a more transparent Asia
Industry associations are involved in driving change too.
01/24/2017
Sanlam Four adds Strategic Bond fund to range
The Strategic Bond fund will be a great addition to the Sanlam Four range of funds.
01/23/2017
Citi Launches Private Client Solutions Group For RIAs
They serve private client, family offices, broker/dealers and wealth managers with a specific focus on RIAs.
01/23/2017
Asset managers to face tougher systemic risk tests
Europe’s main markets regulator head says there will be increased scrutiny for sector
01/23/2017
Another Large Mandate For UBS Asset Management
The second to be awarded to UBS Asset Management real estate and private markets by the sovereign wealth fund.
01/23/2017
Robo-advisers take aim at high net worth clients
Trying to lure older, higher net worth investors is a smart strategy for robo-advisers today
01/23/2017
Bank of Ireland fund seeks €100m to invest outside Ireland
Fund aimed at high-net-worth clients targets annual returns of 9-11 per cent
01/23/2017
Advisory firm launches private bank
“Whilst we will continue to implement ambitious expansion plans for our financial advisory business and lead from the front in this arena, it is extremely exciting to also be entering the banking sector.
01/23/2017
Merger activity for independent US wealth managers up 10%
The actual number is likely much higher, the study found.
01/23/2017
LCF Project Falsely Associates Its Unregulated Fundraising Scheme with the Rothschild Name
The group has seen signs that the scheme, or offshoots from the scheme, have begun to target members of the public outside of China in the past few weeks.
01/23/2017
Minister heralds inaugural Old Mutual International and MyBnk ‘Money Skills for Schools’ Week
MyBnk’s financial education experts and Old Mutual International volunteers will deliver award-winning programmes to over 600 Year 12 and 13 secondary school students.