UBS Initiates Travel Ban in Wealth Management

Switzerland’s UBS, the world’s largest wealth management company in terms of assets, has issued a worldwide travel ban for wealth management client advisors, a spokeswoman said. UBS to Buy Back Up to $1.3 Billion of Bonds Klik her for at læse hele nyheden [more...]

Date: 2009-04-05 23:52:03

Blog posts (236) | Videos (240)
 

No more travels abroad

Swiss media reported that about 1,000 UBS staff were ordered in the past week to rely on e-mail or telephone contacts with clients abroad, ... there is a travel ban for client-facing wealth management staff," UBS spokeswoman Eveline Mueller told ... in international wealth management," she added. Mueller said the suspension would remain in place [more...]

Date: 2009-04-06 12:00:00

“Wealth Management Firms” *High Yield Safe Investments*

March 23rd, 2009 Posted in Finance in Videohttp://www.mygoldstone.com Wealth Management Firms,High Yield Safe Investments Mauricio Garcia Wealth Specialist, Want to take out IRA income Tax Free? Please Visit My Website Wealth Management Firms … More related [more...]

Date: 2009-03-23 15:23:42

A Handy Guide to Citigroup?s Deal with Morgan Stanley

Morgan Stanley and Citigroup’s Smith Barney. Will those kids ever make it work? ... further value in the outgoing years…..Morgan Stanley will exchange its Global Wealth Management business platform, which includes our core retail, private wealth management and international private [more...]

Date: 2009-01-08 02:07:38

The Advantages of Being an Accredited Wealth Management Advisor

Regardless of our current economical crisis, individuals still seek professional assistance in maintaining their monetary funds ... . As well as seeking a position that is in the field of accounting, you may also wish to work in the area of economics. In this scenario, you may opt for a career as a wealth management advisor to ... [more...]

Date: 2009-02-25 05:38:38

Recruiting and Retaining Women = Dollars and sense

Robin Schemen writes for April’s Wealth Manager that “ Flexible work arrangements, ... . Rooted in education and population demographics and wealth management trends, there’s also ... and necessary trend at financial services firms to identify and structure innovative ways for employees [more...]

Date: 2009-04-05 17:44:43

10 tips to survive the downturn

10 tips to survive the downturn The Sunday Times shows you how to insulate yourself from the impact of the economic crisis By Lorna Tan, ... you are if, say, you get retrenched. Ms Janice Poon, Standard Chartered Bank’s general manager ... of group wealth management, encourages people to go back to basics and revisit some principles [more...]

Date: 2008-11-16 05:14:55

Mistresses become latest credit crunch victims

Filed under: Sex & relationships As the recession continues to bite, ... wherever they can.A survey by Spear's Wealth Management found that mistresses were deemed to be an 'unnecessary expense' that simply has to go. Josh Spero, the senior editor of Spear's Wealth Management [more...]

Date: 2009-03-31 12:00:00

How to Save capital and Avoid Temptations

Saving wealth and financial management is exceedingly crucial in one’s life. wealth is exceedingly important in series to survive in this world but only a few family know how ... similar if it is for their own good. Most of the time, you may be motivated to avoid wealth [more...]

Date: 2009-04-01 04:36:44

>>Internal BDO

>>San Francisco or Los Angeles, CA RMG Associates is the exclusive recruiting firm for this search ... institution, including Private Banking, Trust, Wealth Management/Advisory, Commercial, consultants ... , or Private Wealth Management experience highly preferred This is an extraordinary opportunity [more...]

Date: 2009-04-03 15:58:00

Stocks soar on Citi bailout — biggest 2-day rally since '87

The markets extended Friday's gains on news of the Citi bank bailout ... part of that puzzle,” James Dunigan, managing executive for investments at PNC Wealth Management, told ... of their own drummer," said Jim Ritterbusch, president of energy consultants Ritterbusch and Associates. [more...]

Date: 2008-11-24 21:29:24

MOVERS: Technology; Financial; Services

TAG Solutions Reg Harnish of East Greenbush joined the voice and data solutions provider as product line manager, enterprise solutions ... , The Chrys Group, joined the wealth management, capital markets and advisory company as financial advisors ... of Castleton-on-Hudson joined the statewide business lobby as director of member communications. He worked [more...]

Date: 2009-01-22 13:09:30

UBS lays off Singapore team

UBS, the world’s biggest wealth manager, has axed a team of six private bankers in Singapore, who were managing wealth for Turkish clients, sources familiar with the situation told Reuters [more...]

Date: 2009-03-23 13:50:37

Weekly Links: October 4, 2009

Each Sunday I highlight the Carnivals I participated in over the past week, along with any notable articles that I came across. For those readers not familiar with carnivals, it’s where personal finance bloggers submit their best articles of the week with one blog serving as the host. The entries are separated into various categories such as Investing, Credit, Debt, Budgeting, Frugality, Wealth Building, Money Management, Financial Planning, Insurance, Taxes, The Economy, Real Estate, et. al. [more...]

Date: 2009-10-04 10:30:50

Weekly Links: September 27, 2009

Each Sunday I highlight the Carnivals I participated in over the past week, along with any notable articles that I came across. For those readers not familiar with carnivals, it’s where personal finance bloggers submit their best articles of the week with one blog serving as the host. The entries are separated into various categories such as Investing, Credit, Debt, Budgeting, Frugality, Wealth Building, Money Management, Financial Planning, Insurance, Taxes, The Economy, Real Estate, et. al. [more...]

Date: 2009-09-27 10:30:46

RHJ Snaps Up Kleinwort Benson for $364 Million

RHJ International may have failed in its bid to buy General Motors’s Opel brand, but the Brussels-based investment group has been luckier with another European name.RHJ announced Thursday that it has agreed to buy Kleinwort Benson from Commerzbank for £225 million ($364.5 million) in an all-cash deal.The sale of the wealth management business is expected to close in the first quarter of 2010, subject to approval by regulators.RHJ said it has been looking to develop a European financial services [more...]

Date: 2009-10-15 09:42:29

In Praise of Harry Truman

By Stormy Last March, Richard Syron, former chairman of Freddie Mac, asserted that his primary obligation was to shareholders ... to Retrain B-Schools?" Instead of being viewed as long-term economic stewards, he said, managers ... for maximizing shareholder wealth. “A kind of market fundamentalism took hold in business education,” [more...]

Date: 2009-03-15 13:31:00

T. Boone Pickens – greedy capitalist or caring environmentalist?

What would you do if you were worth $3 billion? T. Boone Pickens? Propose to build one of the largest wind farms in Texas, of course! T. Boone Pickens, American financier and Chairman of BP Capital Management, ironically grew his wealth initially through mergers and acquisitions of oil and gas companies. From there, Pickens expanded his company, Mesa Petroleum, to be one of the largest independent oil companies in the world by 1981. With his continued success came much criticism. [more...]

Date: 2009-07-10 11:15:30

T. Boone Pickens – greedy capitalist or caring environmentalist?

What would you do if you were worth $3 billion? T. Boone Pickens? Propose to build one of the largest wind farms in Texas, of course! T. Boone Pickens, American financier and Chairman of BP Capital Management, ironically grew his wealth initially through mergers and acquisitions of oil and gas companies. From there, Pickens expanded his company, Mesa Petroleum, to be one of the largest independent oil companies in the world by 1981. With his continued success came much criticism. [more...]

Date: 2009-07-10 11:15:30

Risk, Rhyme and Success: A Conversation with Sallie Krawcheck

By Natalie Sabia (New York City) As part of the 2009 Henry Kaufman Financial History & Practices Lecture/Symposia Series, the Museum of American Finance recently held “A Conversation with Sallie Krawcheck.” In front of an audience, Fortune senior editor-at-large, Carol Loomis, caught up with Ms. Krawcheck to discuss the current economy and her new position with Bank of America as Head of Global Wealth and Investment Management. [more...]

Date: 2009-10-21 17:00:15

Tyler Mordy: Gold-Backed ETFs on a Roll

Source: The Gold Report It was Warren Buffett who said that you learn who’s been swimming naked when the tide goes out ... opportunities not only for preserving but building wealth. Case in point: inflows of 105 tons into gold ... a paradigm shift in the wealth management industry by opening up asset classes that traditionally were [more...]

Date: 2009-03-03 21:10:18

Old Title vs New Title

Garden Boy : Landscape Executive and Animal Nutritionist House Maid : Family Environs Upkeep Manager Receptionist : ... Officer Thief : Wealth Distribution Officer Driver : Automobile Propulsion Specialist Maid : Domestic Operations Specialist Employee without Portfolio : Administration Manager Cook : Food [more...]

Date: 2009-03-24 04:15:46

Assessing risk in personal finance - Part II

By now, if you tried to do some wealth simulation using Excel, you will have understood that it can get quite tricky, especially when you want to change some age parameters etc. The Wealth Manager has been designed to solve this problem easily and graphically.  However, looking at a steady return of let’s say [more...]

Date: 2009-03-18 09:02:07

All You Need to know About Offshore Banking

by Irene Mmari Offshore banking happens when transactions are made with a banking institution located in a foreign jurisdiction or country ... confidentiality. Some offshore bank accounts will provide features for custody and wealth management ... is also obtained from all the offshore banks. Among other services, you have services for corporate [more...]

Date: 2009-04-01 07:23:38

Wealth Management Seminars

When selecting a resources government seminar, we should demeanour for not as big distance classes containing twenty-five people or less. Topics should embody estate planning, monetary planning, early early retirement skeleton for tiny businesses and a self-employed, assets and investing for retirement, bargain your 401(k) and employer fiduciary responsibility. [more...]

Date: 2009-09-22 22:25:50

Stanford Financial Group Advisors on the Move

I see where Oppenheimer has picked up some mid to lower producing advisors of the Stanford Financial Group… the courts have “unfrozen” some of their ... in wealth management are searching for talent out there, but beware…the scrutiny is tight and we’re ... out, but in the meantime, many of the unknowing and victimized advisors are looking to regain control [more...]

Date: 2009-04-03 16:22:19

ValueClick Debuts Tailored Banner Ad Option

Performance ad network ValueClick has announced the availability of a new option that allows advertisers to create ads tailored to individual ... with a wide variety of products been forced to show the same content to all prospects, despite the wealth ... ," said Bill Todd, general manager of ValueClick Media. Related Reading: ValueClick Adds Three [more...]

Date: 2009-03-23 13:51:34

Links - Feb 25

** Also see our searchable archive of past story summaries; and Offshore Watch . ** UBS has £37bn from UK clients Feb 25 (Guardian) - The wealth-management arm of UBS, under fire in the United States for its part in a multibillion ... for parochialism or protectionism in our model of the future. Global financial flows and liquid capita [more...]

Date: 2009-02-25 13:50:00

Charlotte Observer

Bank of America reported six major borrowers for each of the last five quarters ... wealth and investment management. Insider loans to executives are much more limited than those to directors, their companies and shareholders with more than 10 percent of the stock, who can borrow [more...]

Date: 2009-03-22 15:24:05

Live Long Live Rich: Creating Your Retirement Paycheck with Award Winning Retirement Planning: H. Craig Rappaport

Winner - Books And Authors - Retirement Planning Book - 2008 In these turbulent times it is important to maximize your income while keeping risk ... . Rappaport is a graduate of Northeastern University with a degree in Finance and an Accredited Wealth Management Advisor from the University of Pennsylvania, Wharton School. He is a Financial Planning [more...]

Date: 2009-03-16 10:25:04

Fundamentals of Annuities Planning. Wealth Management, Pensions, Annuities & Retirement Planning Guide. Your Learning Resource Centre.

AnnuitiesWHAT IS IT?Annuities are the only investment vehicles that can guarantee investors that they will not outlive their income, ... to the “payout” phase of an annuity; in point of fact, annuities can (and often do) have an accumulation phase that also lasts for a substantial period of time.An annuity is established when the investor [more...]

Date: 2008-12-17 09:49:00

Investors in Bernard Madoff’s Ponzi Scheme

Bernard Madoff is on his way to jail, having plead guilty to defrauding investors in a massive Ponzi scheme ... through at least an additional layer, such as a wealth manager or two. The further someone is separated ... with Madoff in addition to his investors’. Even though investors and their asset managers [more...]

Date: 2009-03-13 12:00:08

WSJ BLOG: Byron Trott to Leave Goldman Sachs. Warren Buffett Signs On.

By Heidi N. Moore March 30, 2009, 1:33 PM ET Many senior bankers have left big Wall Street firms this year ... individuals in the Midwest as part of Goldman’s wealth-management group. Very often, those investors were ... a merchant-banking firm that will include a $2 billion fund to invest in family-controlled [more...]

Date: 2009-03-30 18:11:00

Rich Move $1 Trillion Out of Banks

Private bankers used to drool over the words “money in motion ... forced to move because their wealth managers were shut down, taken over or racked by crisis (Bear ... revolt among investment advisers. I suspect many wealthy folks reckon their current managers did [more...]

Date: 2009-03-19 14:15:33

UBS Accused Of "Grave Breach" Of Oversight On Madoff-Related Funds

Swiss regulator Commission de Surveillance du Secteur Financier ordered UBS to review internal controls at its Luxembourg unit and report within ... scandal. The CSSF comments will have no impact on UBS’s Wealth Management clients in Luxembourg ... said. UBS was the custodian of Access International Advisors' LuxAlpha Sicav-American Selection fund [more...]

Date: 2009-02-25 19:59:00

BANK OF AMERICA HEAD OF GLOBAL BANKING OUSTED

Former Merrill Lynch CEO John Thain poses before a news conference in Mumbai in this May 7, ... , securities and wealth management tenuous. “Ken Lewis flew to New York today, met with John Thain ... of America shares closed down 14.5 percent. Brian Moynihan, 49, the bank’s general counsel and a former [more...]

Date: 2009-01-23 00:44:55

UBS despide a un directivo de gestión de patrimonios

Martin Liechti, a high-level official at UBS, has reportedly been fired as part of the bank's efforts to retool its international financial services ... , according to media reports. Raoul Weil, the former head of UBS's global wealth management ... involving U.S. private banking clients." Although the statement didn't name Liechti, it had been widely [more...]

Date: 2009-04-04 08:26:00

Guest Post: Tips to De-Stress the Seder and Other Passover Etiquette

By Lisa Friedman, co-creator of SomeoneSpoilMe.com Prior to starting SomeoneSpoilMe.com , Lisa was a Private Wealth Management Advisor and Banker. In addition to banking, Lisa’s responsibilities included corporate gift buying as she developed a knack for finding unique gifts [more...]

Date: 2009-03-29 22:24:42

Fashion Simple Samsung IT100 powerful interpretation of the concept of intelligent video

by Zou cheaponsale March 20, 2009, the pursuit of “easy from Innovation” at the 2009 Samsung digital imaging media products Kam spring will launch ... for easy shooting advanced white-collar workers provided a wealth of guarantee. Open Samsung’ ... management of photographs, and automatically identify the user’s photo files, according to shooting time [more...]

Date: 2009-04-01 16:11:11

Fashion Simple Samsung IT100 powerful interpretation of the concept of intelligent video

by Zou cheaponsale March 20, 2009, the pursuit of “easy from Innovation” at the 2009 Samsung digital imaging media products Kam spring will launch ... for easy shooting advanced white-collar workers provided a wealth of guarantee. Open Samsung’ ... management of photographs, and automatically identify the user’s photo files, according to shooting time [more...]

Date: 2009-04-01 16:30:27

Alternative Investments in India: Regulatory easing, growth in private equity, and new real estate opportunities

Feb 2nd, 2009 | Filed under: Guest Posts, Today's Post A recent members-lunch hosted by the Chartered Alternative Investment Analyst (CAIA) ... to AllAboutAlpha.com by: James Burron, CAIA, Product Manager, ICICI Wealth ManagementFor many investors ... investment industry in the world’s largest democracy.  So we invited James Burron, CAIA of ICICI We [more...]

Date: 2009-02-03 02:26:04

Lloyds considers BoS assets sale

Lloyds Banking Group is in talks to sell parts of Bank of Scotland’s wealth management business to Rathbone Brothers. The possible sale is part of Lloyds’ divestment of some non-core assets it acquired when it took over HBOS. Earlier this week, Lloyds said it was also in talks to sell Halifax Estate Agencies to LSL Property Services.... [more...]

Date: 2009-10-16 03:53:11

Manulife Hong Kong - Assistant Business Development Manager / Financial Planning Officer

With more than a century of service, Manulife Hong Kong has established an outstanding reputation for its comprehensive service, ... has been built on our vision to be the premier provider of financial protection and wealth management services. Simply put, that means being the best ... [more...]

Date: 2009-04-05 08:09:10

>>Investment Manager/Wealth Advisor

Location: San Francisco and SF Bay Area Our client is a nationally known Multifamily Office, servicing Ultra High Net Worth (UHNW) ... in asset management. It is necessary that the Wealth Advisor possesses deep experience as an investment ... as collaboration and integration with advisors within the firm as well as industry partners. The Wealth Adviso [more...]

Date: 2009-04-03 16:01:00

BofA's Premier to join Merrill Wealth

As it suffers the indignity of another credit rating downgrade, Bank of America Corp. plans to fold its Premier Banking & Investments unit into Merrill Lynch Global Wealth Management and lay off hundreds. The Wall Street Journal reported on Thursday that the largest U.S. bank [more...]

Date: 2009-03-26 20:00:06

T3B Gathering 5th Apr 09 - Wealth Creation Portfolio Management Part 1

T3B System This is my first gathering after my graduation from T3B course a year ago. I must say I have learned a lot in terms of trading and shorting counters from the course. 100% gain was satisfying for the first year (though many coursemates could manage greater returns). Nonetheless, I was looking forward to this [more...]

Date: 2009-04-06 14:31:22

Lifestyles Magazines Publisher’s Letter

It’s a long way from Toronto to Teplice. In this issue of Lifestyles Magazine® we have given the publication a strong musical flavor ... .   In our wealth management feature, Lifestyles Magazine® speaks with some familiar analysts [more...]

Date: 2009-04-06 15:02:02

THE FINTAG NEWSLETTER @ 18 November 2008

FINTAG COMMENT Shoot the pig. There seems to be glee in the air as capitalists who once managed thousands of people and added wealth to a country are slaughtered for being greedy and smug. It is true there are many ... into this wealth of education, knowledge and experience and turn it into a profitable fund then we would [more...]

Date: 2008-11-18 07:39:01

Year-round sunshine could be more than a tagline to seniors in the area

Buddy and Mary Carpenter thought about retiring to Arizona. Or Walla Walla, Or any of the other retirement destinations across the west ... so popular for retirement that a local wealth management specialist has begun to teach classes on it. Todd [more...]

Date: 2009-03-20 00:35:44

Byron Trott to Leave Goldman Sachs. Warren Buffett Signs On.

Many senior bankers have left big Wall Street firms this year ... banking, when he advised high-net-worth individuals in the Midwest as part of Goldman’s wealth-management ... Group’s Chicago banker Byron Trott– Warren Buffett’s most beloved banker and onetime heir apparent [more...]

Date: 2009-03-30 17:33:27

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