UBS Bows to Client Demand on Crypto
Other banks have moved more quickly into the space than UBS has.
Wealth and Asset Management
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Noah Holdings Announces Unaudited Financial Results for the First Quarter of 2021
Noah primarily distributes private equity, public securities and other products denominated in RMB and other currencies.
Tilney Smith & Williamson toasts merger with £52bn AUM
The merger has created a business with an unrivalled range of expertise spanning both wealth management and professional services.
The best wealth managers for high-net-worth clients UK
Wealth managers can also take into account a range of financial matters, including estate planning, succession, tax services and wealth structuring.
Banks See Wealth Management As A Growth Engine, But They Aren’t Very Good At It
If a wealth management firm hasn’t built a strong relationship with the woman, who statistically is likely to outlive her husband, the firm will see the money shift to another firm and another advisor.
Wealth firms partner to set up Malta advice company
It will provide pensions and investment services to UK expats retired in the EU
Wells Fargo Private Bank recognized as leader in wealth counselling
Wealth industry peers recognize the company for Wealth Counselling services
Law firm sets up UK wealth management service
It will provide advice on a range of issues including succession planning and cross-border estates
BlackRock expands China footprint with wealth management licence
BlackRock will "support China in building a sustainable ecosystem for investing," Chairman and CEO Laurence Fink said in the statement.
Rothschild & Co: 2021 – 1st quarter release
Revenues up 3% to €134.3 million (Q1 2020: €130.8 million) driven by an increase in management fees in connection with the strong growth in AuM
Vestmark Partners with UBS Wealth Management USA to Provide Model Portfolio Services for Separately Managed Accounts
With Vestmark Advisory Solutions as discretionary overlay manager, UBS Wealth Management USA clients will now have access to model portfolio strategies from BlackRock, Capital Group (home of American Funds), Dimensional Fund Advisors, J.P. Morgan, Natixis
HSBC on track to hire more than 1,000 Asian wealth roles this year in US$3.5 billion bet on region’s growing billionaires
Asia accounted for US$1.2 billion or two-thirds of HSBC’s adjusted profit before tax in the wealth and personal banking business in the first quarter