Family office unveils US expat service as SEC licence extended
It has also opened a Geneva office with plans to launch a London operation in future
Wealth Management
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UBS to offload its wealth management operation in Spain?
Reports state the Swiss giant is reviewing the business
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Schroders and Bocom to form wealth management JV in China
Asset manager also plans to establish a stand-alone public mutual fund company on the mainland
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Chinese investors hungry for cross-boundary products
As demand for wealth offerings in Greater Bay Area set to surge
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Credit Suisse eyes China wealth expansion
Company is also ‘very interested’ in its ‘activities around the Asia Pacific region’
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Barclays eyes growth in UK wealth management
It will be ‘further expanding’ services to support its ‘premier and investment customers’
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South African regulator warns investors against Hong Kong firm
It believes the unauthorised company uses ‘boiler room tactics’
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UK financial planner merges with wealth manager
Deal increases assets under influence to around £700m
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Wealth management giant shuts Hong Kong office
It wants to focus on its ‘strong international footprint’ in UK, EU, Middle East and Latin America
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IFAs putting firms up for sale to beat expected CGT changes
Advisers want to make sure they don’t ‘incur higher tax burdens’
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UBS poaches HSBC Private Bank boss to run Qatar wealth office
It hopes to hire around 20 people for the newly created operation by the end of 2021
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Wealth platform raises funds to finance international growth
US and Swiss investors spent $4m to boost the firm’s tech offering