03/09/2018
This is the second such award the Global High Quality Fund has won in the past year, following its success at the City of London Wealth Management Awards 2017.
03/09/2018
UBS lost the most assets, meanwhile, with $25.71 billion leaving the firm with departing advisors, followed by Merrill Lynch, which had $25.85 billion leave, Echelon found.
03/08/2018
The joint venture will seamlessly combine SCB’s strong brand credibility and wealth management expertise with Julius Baer’s full suite of international wealth management capabilities and advisory services.
03/08/2018
CA-PBS was created in 1992 at the heart of Indosuez and has since been a pioneer in outsourced banking services.
03/08/2018
Flush with excess cash, Sanlam has been on an acquisition spree across emerging markets
03/08/2018
The tiny principality of Liechtenstein attracts the super-rich for its secrecy and security but, as a bitter legal case shows, there's a price: all legal right are held by the trustees
03/07/2018
Iñigo Calderón has been named head of Central Region of Indosuez Wealth Management [Spain] and will lead the wealth managers’ team in Madrid.
03/07/2018
In fact, philanthropy is the most popular passion globally for those with a net worth of at least $30 million outside of their own jobs, according to the report, UHNW Interests, Passions and Hobbies Study released in February.
03/07/2018
The move by Citi reflects a growing trend for onshore professional wealth management in the region.
03/07/2018
What can Sergio Ermotti at UBS and Credit Suisse boss Tidjane Thiam expect in their red envelopes?
03/06/2018
She is the grand dame of wealth management in Asia
03/06/2018
This is a great development and certainly much more progressive than many other countries in SE Asia.
03/06/2018
VP Bank Group reported group net income of CHF 65.8 million for the 2017 financial year. Striking progress was made in terms of market development.
03/05/2018
Number of ‘sizeable’ private banks to come down, says Prince Max von und zu Liechtenstein, CEO of LGT Group
03/05/2018
Bank Received 3 Prestigious Awards from 'Euromoney'
03/05/2018
Goldman says the clock is ticking, since it must move swiftly to catch up with the growth of new business titans and the superrich.
03/05/2018
“Working together with our high quality Affiliates as BrightSphere Investment Group, we will continue to evolve and enhance the ways we support Affiliate growth initiatives."
03/02/2018
Global banks including UBS Group AG and Barclays Plc have been expanding teams that serve some of their richest customers.
03/02/2018
He Took on Industry Titans
03/02/2018
Before stepping onto a global stage, one of Asia’s largest asset managers had to distill a list of brand attributes—and find an agency willing to create the work in Japan.