Wealth Management

Macro Views | 29 Mar 16

The asset and wealth management industry has seen its first significant fall in confidence since the winter of 2011, according to a joint report from the CBI and PwC.

Asia | 21 Mar 16

UBS Wealth Management, part of Swiss bank UBS, said income from its Asian operations rose in 2015 while other regions were down.

Companies | 18 Mar 16

Swiss private banking group EFG International was granted regulatory approval this week to open an onshore business in Santiago, Chile.

Companies | 15 Mar 16

Societe Generale has agreed to buy Kleinwort Benson’s UK and Channel Islands wealth management businesses for an undisclosed sum.

Companies | 14 Mar 16

Vestra Wealth is to become majority owned by Swiss wealth manager LGT after it struck a deal to acquire shares in the business from Vestra’s external investors.