11/08/2023
On pricing models, the regulator expressed concern that there is still a shortage of clear disclosures on fees and charging structures, which is obscuring for consumers how much their investment returns are being reduced.
11/08/2023
Sold in two tranches
11/08/2023
Our Head of Entrepreneurs Franklin Asante writes on why a committed and understanding private banker could benefit business leaders and help enhance their company’s growth.
11/07/2023
Quarterly results
11/07/2023
The below table summarizes key capital, leverage and liquidity metrics for the quarter end 30 September 2023, also available in today’s earnings material published by UBS Group AG.
11/07/2023
UBS reports strong flows, significant integration progress and accelerated wind-down of non-core assets in 3Q23
11/07/2023
There has been some improvement in this rate since the end of Q3 – the figure for November was 0.59x, although most of the uptick relates to investor sales.
11/07/2023
With over half saying they would expect to retain services for a minority of clients’ dependents
11/07/2023
The deal gets Nikko AM a place on the board of Osmosis (Holdings) Limited and is described as a strategic partnership.
11/06/2023
For the annual Family Barometer, Julius Baer surveyed wealth management advisers around the world on the behaviours of the next generation of UHNWs.
11/06/2023
Backed by Tom Blomfield, Charles Delingpole, Matt Cooper and a host of other prominent investors
11/06/2023
This marked the third edition of this innovative learning programme developed in close cooperation with the leading business school INSEAD.
11/06/2023
Parthenon will provide Titan with strong financial backing and support its aim to deliver integrated financial advice, investment, and platform services through a client-to-custody strategy.
11/06/2023
The programme combines the deep asset class expertise and leading investment management capabilities of its members
11/06/2023
New ‘crisis-proof’ fund blends Swiss equity, real estate and gold
11/06/2023
The bank faced charges of over $160 million in the High Court that it had made misrepresentations related to sales of subprime securities.
11/06/2023
This information emerges from the latest EY ITEM Club Outlook for Financial Services.
11/06/2023
Sergio Ermotti pointed his finger squarely at the cantonal banks not long ago.
11/06/2023
LGT Crestone is on the hunt for a family office specialist, and is planning to offer mortgage lending against mansions to cater to prospective clients.
11/03/2023
To combat any issues stemming from this, he recommended wealth holders “surround themselves with advisers that are able to give them a global approach.