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Wealth Management

UBS WM reports Asia income growth

Asia | 21 Mar 16

UBS WM reports Asia income growth

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

EFG opens onshore business in Chile

Companies | 18 Mar 16

EFG opens onshore business in Chile

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

SocGen buys Kleinwort Benson to create WM behemoth

Companies | 15 Mar 16

SocGen buys Kleinwort Benson to create WM behemoth

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

Vestra to be majority owned by Switzerland’s LGT

Companies | 14 Mar 16

Vestra to be majority owned by Switzerland’s LGT

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.

Harwood Wealth announces IPO, targets AIM listing

Companies | 11 Mar 16

Harwood Wealth announces IPO, targets AIM listing

Harwood Wealth Group, a UK-based discretionary wealth manager, said on Friday it plans to launch an initial public offering and list on the AIM market of the London Stock Exchange.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media