12/08/2016

Most wealth managers adopt strategy segmentation lite

As an industry, we profess to be highly client-centric. Yet often, our approach to identifying, understanding and managing client behaviours isn’t comprehensive enough, which means we don’t always live up to the rhetoric.

12/06/2016

Hampden wins HNW business

The clients required a private banking partner that could provide a high level of personal service and also one that could handle their diverse financial arrangements.

12/02/2016

UBS launches UBS Europe SE

The choice of a societas Europaea as the corporate structure for the entity provides UBS with strategic flexibility.

12/02/2016

Andorra ends banking secrecy

The charge led Andorran regulators to take control of the bank, whose chief executive was arrested.

12/01/2016

RBC Wealth Management net income up 55% from a year ago

Results were driven by strong results in Wealth Management, which includes City National Bank (City National), and higher earnings in Insurance, which includes the Q3/16 gain on the sale of our home and auto insurance manufacturing business.