UBS Covered Bond Programme
UBS’s Covered Bond Programme has phased out any reference to Swiss Franc LIBOR.
Wealth and Asset Management
15471 articles found
A reinvented Franklin Templeton offers wider array of specialisations, solutions and capabilities
The union of these two storied asset managers brings new investment capabilities and more specialisations, backed by Franklin Templeton’s familiar global strength.
Evergrande reprimands insiders for hitting the exit ahead of wealth product clients, forcing redeemers to return proceeds
Six managers of Evergrande Wealth Management who had redeemed 12 products between May 1 and September 7 ahead of schedule were ordered to return the proceeds, and were reprimanded
Wealth Management Monthly Market Summary by Rothschild
After major equity indices posted new highs at the beginning of the month, corporate profit warnings, inflation, US tapering concerns as well as signs of weakening global growth put markets under pressure. Central Bank rhetoric became less dovish.
Women in private wealth
Surveys have shown that men and women can have differing approaches to wealth management, and that women are more sensitive to gender bias.
UBS launches collective philanthropy initiative to help clients address critical global issues
Our goal is to mobilize private capital and support effective programs to address some of the most critical challenges of our time, which can best be addressed by working together
Fosun's German private banking unit acquires full ownership of Bankhaus Lampe
The Chinese innovation-driven consumer group continues to expand its presence in Germany while focusing on growth in its home market and beyond
Home working prompts Brewin Dolphin to abandon HQ relocation plans
But the rise in home working, induced by the pandemic, has prompted the wealth manager firm to change its plans and scrap the relocation which was reportedly going to cost up to £10m, following a “post pandemic” review of its office spac
Pictet scraps LatAm expansion plan after exec exit: Sources
The private bank rejected a plan developed partly by the former wealth co-head to focus more on Latin America.
Ullmann Wealth Partners, a Leading Independent Wealth Manager in Florida, to Join Focus as a New Partner Firm
Ullmann Wealth Partners' highly customized, goals-based approach integrates a full suite of services, including investment management, financial planning, advanced estate planning, charitable giving, and insurance and tax strategies.
American Banker Announces the 2021 MOST POWERFUL WOMEN IN BANKING
American Banker will celebrate the honorees at the in-person gala October 21st and hold an expanded virtual conference November 3-5th.
Kestra Private Wealth Services Expands National Presence
Breakaway wealth management team chose independence for enhanced product and service offerings