Swiss funds can learn from Vietnam’s gender diversity: AAA-rated manager
Shasha Li Mafli shares her experience as a woman in finance, both in Europe and in Asia.
Wealth and Asset Management
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UBS AM buys A$400m North Sydney office from ​Partners Group
Partners Group and the then Propertylink bought the building, under the Propertylink Australian Commercial Trust, for A$150m, and undertook a refurbishment programme, costing more than A$60m.
$368 Million Advisor Team Joins UBS in Greater Los Angeles Market
Carl provides high net-worth clients with tailored wealth management solutions based on their unique family circumstances, concerns and aspirations.
Is now a good time to back British Businesses?
The Founder and Executive Chairman of the UK’s most active growth capital investor told Coutts’ clients there were plenty of reasons to support British business despite the challenging economy.
SLK Private Wealth, a $1.6 Billion Elite Team, Chooses Partnered Independence With Sanctuary Wealth
Three founding partners are top ranked advisors by Forbes/Shook, including the #6 wealth advisor in California
Morgan Stanley Private Bank, National Association Receives Outstanding Rating for Community Reinvestment Initiatives
Rating given by the Office of the Comptroller of the Currency
Morgan Stanley counting fresh assets in the trillions
After its spate of acquisitions, Morgan Stanley now has relationships with 16.5 million clients, Andy Saperstein, its head of wealth management, points out.
SJP upgrades financial crime defence
The Napier platform can be delivered via public cloud, private cloud, or on premise.
Kingswood set for 8 more acquisitions despite pre-tax loss
Operating profit was £4.5m, £1.5m higher than H1 2021.
UBS Beset by Leadership Rumors
UBS shares fell as much as 6 percent afterward, which is particularly hard to understand given that Switzerland's largest bank has been a beacon of stability for years now.
Ex-Lombard-Odier-Banker now in the service of a Zurich boutique
Guillier is jointly responsible for the investment process of the Singularity Fund, while Ben-Menahem chairs the expert advisory board, among other things.