01/30/2017
Barclays Says Sayonara as Private Bankers Exit Japan
The alliance in Japan which dates back to 2010, will now see the U.K. bank dilute its wealth-management business in the country.
Wealth and Asset Management
01/30/2017
Savior of Private Banking?
Why is UBS so concerned about how comfortable the wealthy feel investing?
01/30/2017
Tilney Bestinvest rebrands as the Tilney Group
The integrated business will now operate under the Tilney brand for financial planning, investment management and investment advice.
01/27/2017
Swiss private banks see asset influx after US election: Baer CEO
While the consequences of Brexit will remain manageable for Swiss banks in the foreseeable future, Switzerland stands little chance of gaining significantly from the weakness of London's financial centre, he said.
01/27/2017
Ex-Credit Suisse managers launch German boutique
Both partners have around 20 years of experience in the financial industry and most recently worked as senior portoflio managers at Credit Suisse in Zurich.
01/27/2017
Swiss private banks see asset influx after U.S. election: Baer CEO
Switzerland should not unnecessarily cut off any negotiating possibilities amid a changing political landscape
01/27/2017
Ryley Wealth Management expands with acquisition
We are delighted to be part of the bigger team.
01/27/2017
UBS sees investor outflows even as it beats profit expectations
UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities
01/27/2017
UBS hopes Trump-led rally will help boost wealth management
We have begun to observe improved investor confidence.
01/27/2017
Sandaire launches real estate joint venture
Our collaboration offers an enhanced service to family office clients
01/26/2017
Schroders launches first high yield fund using the “value approach”
The value approach will enable the team to identify opportunities in out of favour market segments with the aim of providing investors with a high total return.
01/26/2017
Private Client Group announces record quarterly net revenues
Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter
01/26/2017
St. James’s Place - Record flows in final quarter drive funds under management to £75 billion
We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”
01/26/2017
Brewin Dolphin momentum continues to build
Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.
01/26/2017
Ten private wealth resolutions for every HNW
There is a lasting power of attorney for your property and financial affairs and a separate one for your health and welfare and you can make one or both.
01/25/2017
London is top city for wealthy property investors
It reveals that 10% of ultra-high net worth individuals those with a net worth of $30 million or more own five properties or more.
01/25/2017
Wealthy women targeted by UBS
Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients
01/25/2017
AIM-listed wealth firm rockets 17% on bumper results
The company executed its purchases through the period at an average price of 1.9% of client assets.
01/24/2017
WH Ireland sells freehold property in Manchester
The company would use the sale proceeds for general corporate purposes.
01/24/2017
Fairstone bolsters Yorkshire presence with adviser acquisition
The deal was agreed under Fairstone's downstream buyout model.