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Wealth management

UBS retains top spot among wealth managers in Asia

Close . . . Going up? Part of UBS’s success was being one of the first banks to set up shop in Singapore (Keystone) Among Switzerland’s private banks, Julius Baer ranked sixth and Pictet 14th, according to annual rankings released on Friday by London-based Private Banker International, which tracks the wealth management industry.  UBS increased its assets under management by 14% from 2012 to $245 billion (CHF231 billion). Citigroup, whom UBS ousted at the top in 2012, kept the runner-up spot with $238 billion, while Asian banks boosted their share of regional wealth assets to a record 13.

Category: Wealth management


Just about everybody hopes for a secure future and a golden retirement one day. I’m sure there are things that you want:. . . Enough money to live those years comfortably. . . The ability to spend more time on a favorite hobby. . . Travel a little. . . And perhaps be in a position to help your children financially as well (while you’re still around to see them enjoying it) But I don’t have to tell you that Americans have been going through some tougher times these past few years. These hopes that we all took for granted have really been shaken up.

Category: Wealth management

Together,We Advance

Manage your wealth Our wealth management1 solutions include a range of investment and insurance products from trusted partners. We also offer access to seamless banking services and a secure online platform to take care of your investments. Gaining customer insight The Goal Planner tool offers you: Comprehensive financial analysis Risk profiling Tailored wealth solutions Financial planning reports Global opportunities Backed with global research capabilities Products to capitalise on global opportunities Wealth Management solutions Solutions available for individual needs, risk appetite and investment objectives, namely: Protection for your family Education planning for your children Retirement planning Managing and growing wealth Technology Solutions The Wealth Dashboard and Retail Investment System(RIS), offered through HSBC Personal Internet Banking, provide the convenience to take informed financial decisions as you stay updated on the markets, and your investments through HSBC Know more 1HSBC currently offers investment products from third party entities registered and regulated in India.

Category: Wealth management


Throughout my life I have always enjoyed helping people solve problems both personally and professionally. In both situations, I have found the greatest conflict people experience is bridging the gap between what they can do and what they want to do. As far back as college, I understood the important balance between these practical and emotional aspects of life. This is what drove me to pursue a double major in business and psychology. Today, it’s what drives me to provide the best possible advice to help our clients achieve their financial and personal goals.

Category: Wealth management

Meet Our Team | Vigilare Wealth Management, LLC

Meet our team and founding partners. You will be represented by the people who started this firm on your behalf and who are committed to your success.   We have over 40 combined years of investment experience and bring a diverse set of experiences and skills sets. Tim Maiefski, Co-Founder, Financial Advisor Timothy Maiefski is co-founder and partner with Vigilare Wealth Management. His responsibilities are focused on client relationship management, financial planning and also sits on the Vigilare Investment Committee. Mr. Maiefski has been in the financial services industry for the last 16 years.

Category: Wealth management

James Kirby, CFP®, CPA, PFS - Kirby Wealth Management, Inc. - Brea, CA

James Kirby, CFP®, CPA, PFS Kirby Wealth Management, Inc. Financial Advisor Located in Brea, CA and Serving the Entire Area Phone: Fax: • Financial Planning • Retirement Planning • Investment Management • Wealth Management • Insurance Planning • Tax Planning • Charitable Gifting • Estate Planning • Education Planning James Kirby is a Brea, CA Fee-Only Financial Planner located in Brea and serving the entire area. Kirby Wealth Management, Inc. specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.

Category: Wealth management

dibrina sure wealth management

The largest concentration of mining expertise worldwide Established in 2009, Cambrian Innovates is Cambrian College’s research development arm. Our mission is to create an environment of partnership, development and learning that will benefit our industry partners, students, faculty and our community. Located in Sudbury inside the College’s Glencore Centre for Innovation, partners have access to more than 350 highly skilled staff and faculty, as well as students from more than 80 programs from Cambrian College. Cambrian Innovates works with businesses small and large to improve performance, education and training, and the economic and social development of our region.

Category: Wealth management

Private Wealth Management

For decades, we have served high-net-worth clients, cultivating relationships that span generations, helping our clients and their families reach their financial goals. What distinguishes Jarislowsky Fraser is the firm’s unwavering investment philosophy. We employ a low-risk approach to capital appreciation, offering one of the lowest fee scales in the industry.  We place our clients’ best interests at the forefront, building and managing custom investment portfolios to meet each client’s specific needs and objectives. Jarislowsky Fraser customizes portfolios for private clients on a segregated basis to meet their specific needs and requirements.

Category: Wealth management

Home | Creative Capital Wealth Management Group

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Estate tax laws have changed a few times in recent years. Do you know the new rules? Ascertaining the value of your business is important for a variety of reasons. 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making. When considering life insurance, it's important to understand your options.

Category: Wealth management

Goldbloom Wealth Management

Utilizing an independent advisor is important. As an independent registered investment advisory firm, Goldbloom Wealth Management, LLC (GWM) representsyourinterests before any others. Our goal is to provide you with sound, objective financial advice to fit your values and personal situation. We have the advantage of firsthand experience with corporate executive compensation plans, tackling the challenges that come with being in professional services and being self-employed. We specialize in helping entrepreneurs and small to medium size business owners reach their goals.

Category: Wealth management

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