02/04/2013
UBS to buy back 5 billion Swiss francs in senior debt after revamp
The tender offer period relating to euro and Italian lira denominated securities will end on 19 February 2013.
02/04/2013
The tender offer period relating to euro and Italian lira denominated securities will end on 19 February 2013.
02/04/2013
Wells Fargo & Co., the U.S. bank that counts billionaire Warren Buffett’s company as its largest shareholder, is targeting Persian Gulf sovereign-wealth funds as it seeks to expand its client base in the Middle East.
02/04/2013
The tax was removed by the governing coalition in 2007
02/04/2013
Both Pictet and Lombard Odier have announced they are to change their legal structures to corporate partnerships or "société en commandite par actions de droit suisse".
02/03/2013
NEWLY merged fund management firm Quilter Cheviot is searching for larger office space in Liverpool
02/03/2013
Schroders has announced the launch of Schroder ISF Wealth Preservation USD, a new fund which will offer investors a simple-to-understand, flexible investment vehicle which aims to preserve and grow savings under all economic conditions.
02/03/2013
Assets under management (AuM) increased by 11% to a new record high of CHF 189 billion.
02/03/2013
As global growth has been shifting from Europe and North America to Asia, the number of wealthy Asians has been rising
02/03/2013
The move will see high-net-worth clients with investable assets of £375,000
02/02/2013
The next American wealth boom has officially begun
01/31/2013
“Through our partnership with Focus, our clients are reassured that we will maintain our culture and rigorous investment management process for the long term."
01/31/2013
Took place almost three years ago.
01/31/2013
Gorman's total pay for 2012 fell 7 percent to $9.75 million, the bank said in a regulatory filing Thursday, putting him on the lower end of the range for big banks that have reported figures so far.
01/31/2013
Mr Yearsley, who formerly worked at Bristol-based Hargreaves Lansdown, said Charles Stanley’s new platform will be a success if it moves up to second position in the market in the next few years.
01/31/2013
“The Millionaire Outlook rose for the second consecutive month, driven by an increase in confidence in the economy,” Spectrem said.
01/31/2013
"China, as one of UBS' most important markets, will continue to be key for our new strategy," Weber said during his first visit to China after becoming UBS chairman last year.
01/31/2013
At the same time and as a first step of the integration, Julius Baer acquired the Geneva-based Merrill Lynch Bank (Suisse) S.A. with around CHF 11 billion assets under management.
01/31/2013
The Q4 2012 performance figures for the ARC Private Client Indices and Charity Indices have been calculated.
01/31/2013
As it reported on its financial performance, Vestra pointed to the challenging conditions. However, in a filing to Companies House, the firm appeared to have navigated these smoothly, highlighting growth in its client bank ‘at a good price’ an
01/31/2013
The expansion plans follow the boutique’s hire of former Schroders Private Banking boss Rupert Robinson for the newly created role of head of wealth management.