UBS announces agreement to sell its minority stake in Clearstream Fund Centre to Deutsche Börse
The transaction follows the successful transition of UBS Fondcenter to Deutsche Börse in September 2020.
Wealth and Asset Management
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Credit Suisse Boosts Asia Hiring to Tap Fast-Growing Markets
The bank added more than 100 net Asia hires year-to-date
Opening up
The recovery remains on track, although some parts of the world will be able to relax and enjoy the summer sooner than others
Meet the wealth managers advising footballers on their millions
Cheshire’s ‘Golden Triangle’ of Wilmslow, Alderley Edge and Prestbury is home to many of the Premier League’s best-paid stars. We meet the advisers who help manage their money
J.P. Morgan and Nationwide Launch First Professionally Managed Annuity
Exclusive Annuity Provides Clients with Professional Guidance and a Tax-Efficient Investing Option
Two UBS Advisors Named to Barron’s Top 1,200 Financial Advisor List
Elizabeth has spent the last three decades at UBS, where she has cultivated a specialization in private clients, their families and their foundations.
SEI Wins at Family Wealth Report Awards 2021
Recognition Highlights Superior Technology, Dependable Workflow Processes and Consultative Expertise
China sets investment quota for scheme to integrate Hong Kong, Macau
Wealth Management Connect facilitates investment in the area.
Boston Private Financial : Wins 2021 Family Wealth Report Award – Firm Recognized for Outstanding Contribution to Wealth Management Thought Leadership
Additionally, the winning firms demonstrated resilience and remarkable customer care during the unprecedented events of 2020.
Canoe Intelligence Caps Successful Q1 with 2021 Family Wealth Report Award Win
Award-winning fintech adds to growing list of first quarter accomplishments including numerous new clients wins, new hires and a new London office
From professional footballer to financial adviser
Ex-Man Utd star joined the industry after he was given bad investment advice
Credit Suisse Boosts Asia Headcount
The net hires were made since mid-March across both Credit Suisse’s investment banking and private banking arm.