11/28/2017
UBS exits recruiting pact, following Morgan Stanley
The agreement, called the Broker Protocol, was struck in 2004 between Smith Barney, Merrill Lynch and UBS, then called UBS Financial Services.
Wealth and Asset Management
11/28/2017
Robo-Advisors In Wealth Management: Are They For You?
Find out how robo-advisors differ from their human counterparts
11/28/2017
The industry seeks new direction and regulator’s strategic leadership
Managing the investment is only a part of the wealth management process and the issue is that the relationship between the industry and the clients is based on investment results.
11/28/2017
Why do family businesses disintegrate?
Great wealth is a privilege and without a sense of stewardship and obligation, many rich descendants fall prey to ennui and boredom, failing to safeguard the family wealth or treat the business with respect
11/28/2017
Boris Collardi and the puzzle of Swiss private banking
Julius Baer chief’s switch to Pictet has implications for Credit Suisse
11/28/2017
Tavistock Investment posts profit as funds under management surge
Our business model is now firmly established and the Company’s prospects are excellent.
11/28/2017
Quilter Cheviot launches discretionary managed AIM strategy
Quilter Cheviot’s AIM strategy will provide a professionally researched, managed portfolio of AIM-listed companies that qualify for Business Relief
11/28/2017
Egyptian Billionaire to Launch New Gold Investment Vehicle
Egyptian Billionaire Naguib Sawiris Is Set To Launch A New Investment Vehicle To Acquire Gold-Mining Assets Across The World
11/28/2017
Banque SYZ is moving into the art world
The design and exhibition were conceived by the collection's curator, Nicolas Trembley, using various media including paintings, photographs and drawings, ranging from abstract works to portraits.
11/28/2017
SYZ Asset Management awarded Best Fund Manager at the Citywire Spain Awards
SYZ received the “Best Fund Group 2017” award on account of strong and consistent performance of its OYSTER Japan Opportunities Fund. The strategy benefits from the portfolio management and stock research expertise of Mr. Joël Le Saux and
11/28/2017
Stifel Recruits Wells Veteran to Run Pittsburgh, RBC Nabs UBS Manager in Iowa
UBS on Monday said it will be leaving the Protocol for Broker Recruiting, an industry pact that makes it easier for brokers to move to new firms without fear of being sued for contacting their former clients.
11/28/2017
Wealth consultancy busts forecasts as regulatory needs soar
The firm also said that following its IPO it had cleared its £84.7 million debt position.
11/27/2017
GUEST ARTICLE: Help Philip Hammond - I need to sell my house! by Penny Lovell
So, I say three cheers for the Chancellor’s move to axe stamp duty for first-time buyers.
11/27/2017
Asian Wealth Pulls Barclays Back
Now in a report from the Financial Times (paywall) it seems the British bank is set to return to the worlds fastest growing wealth market.
11/27/2017
Adjusting strategies to cope with changes in the wealth management sector
Global wealth ownership has undergone a number of changes driven by changing demographics, which in turn have impacted on customer behaviour.
11/27/2017
EFG set to emerge from BSI scandal as 5th-largest Swiss bank
The year's largest deal in the Swiss private banking space that was touted as transformative turned hellish mid-sale.
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.
11/27/2017
Barclays Private Bank has been named “Wealth Manager of Year” For The Fourth Consecutive Year
Barclays was recognised for its service excellence over the past 12 months
11/27/2017
J. Safra Sarasin to launch Asia bond fund
The fund is open to both retail and institutional investors
11/27/2017
Geneva duo launches Swiss unit for Singaporean AM firm
The wealth management group has asset management capabilities in Singapore