11/03/2016
UBS hopes short-term investment strategies spur client trading
For billionaire and millionaire clients UBS typically prepares a strategic asset allocation which looks five to seven years ahead.
11/03/2016
For billionaire and millionaire clients UBS typically prepares a strategic asset allocation which looks five to seven years ahead.
11/03/2016
In this edition of The Wealth Finance Brief we have sought to highlight the recent developments in the legal world which we think are of most relevance to private bankers.
11/03/2016
It is this US planning element that was fundamental to our decision to establish ourselves in the jurisdiction.
11/03/2016
The Volantis team will join Lombard Odier's hedge fund strategies platform statement
11/03/2016
ROE excluding non-economic items** of 9.7% in Q3 16 (7.0% in Q3 15)
11/02/2016
The outcome the authorities are working in the regulation.
11/02/2016
Eight foreign private banks have pulled out in the last two years, at a time of Asia's explosive growth in wealth
11/02/2016
This development will not only improve the competitiveness of SMEs, but also enable to contribute to the development of economy
11/02/2016
Next Financial Group Inc acquired a new position in Brookfield Asset Management during the second quarter valued at $252,000.
11/02/2016
At the time, UBS said this would lead to staff cuts without going into specific figures.
11/02/2016
JPMorgan Chase & Co. makes up approximately 1.79% of Endurance Wealth Management’s portfolio.
11/02/2016
Swiss Life at the end of September launched two wealth management mandates
11/02/2016
The recognition caps off a momentous year for the bank, having recently celebrated its 10-year anniversary in Dubai.
11/02/2016
The 2016/17 edition of The Spear’s 500 was also launched on the night, releasing the names and rankings of the 750 top private client advisors
11/02/2016
The bank even hired about 350 workers — there were no layoffs — and plans to hire at least that many more over the coming year.
11/02/2016
During the second quarter of fiscal 2017, the quarter ended September 30, 2016, Canaccord Genuity Group generated $193.6 million in revenue.
11/01/2016
Following receipt of all required regulatory approvals, EFG International announces that it has completed the acquisition of BSI from BTG Pactual.
11/01/2016
It was a shrewd deal by DBS, the extensive mass affluent numbers embedded in the ANZ business will provide a fertile pipeline for the private bank and the cost synergies are obvious..
11/01/2016
The Association of Independent Asset Managers of Hong Kong expects its membership to double in the coming year, as private bankers continue to break away from institutions to establish their own operations.
11/01/2016
While trust levels are rising, it has not translated into more assets under management