06/26/2015
Krawcheck to advisers: 'Middle-aged white guys' must help women get raises
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings
06/26/2015
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings
06/26/2015
Women control more wealth than most financial advisors recognize.
06/26/2015
MBA Jobs: Wealth Management Recruiting Surge Led By Asia
06/26/2015
After billions of Swiss francs in withdrawals, recent figures from UBS <UBSG.VX> suggest the tide is beginning to turn.
06/25/2015
The private banking arm of Malaysia's largest bank aims to rollout its Asian expansion this year, with the hiring of dozens of relationship managers, the opening of a London office and a new service in Singapore.
06/25/2015
Standard Chartered’s new chief executive is planning a structural overhaul
06/25/2015
The greater appetite for risk means Asia’s rich favor high yielding stocks, private equity and commodities.
06/25/2015
It means the net asset value of all funds under management and administration in Guernsey now stands at £222.2 billion.
06/25/2015
Wealth managers including Hargreaves Lansdown Plc have the most profit to gain among U.K. financial-services companies should interest rates rise, according to investment bank Liberum Capital Ltd.
06/25/2015
Union Bancaire Privee (UBP) plans to cut between 110 and 160 jobs initially after buying the international business of wealth manager Coutts from Britain's Royal Bank of Scotland, a source familiar with the matter told Reuters on Thursday.
06/25/2015
The contract changes, which affect all staff with revenue-based variable remuneration, will be phased in over three years from next January.
06/25/2015
New private bank Hampden & Co has attracted the attention of 400 prospective clients just days after opening its doors
06/25/2015
Deposits of Jordanians in Swiss banks were around JD2.13 billion (around $3 billion) last year, according to a recent report released by the Swiss National Bank.
06/25/2015
Foreign financial firms are retreating from Switzerland as the regulatory and compliance cost of managing private wealth offshore increases.
06/24/2015
Advisers can help with due diligence
06/24/2015
The Weight Of Money: How Private Investment Is Changing World Real Estate by WealthBriefing
06/24/2015
The U.S. bank plans to double the number of wealth-management clients in Asia to one million
06/24/2015
Julius Baer has announced its decision to take a preliminary provision of USD 350 million for its eventual settlement with the U.S. Department of Justice regarding its legacy U.S. cross-border business
06/24/2015
A luxury boutique in China. According to the Gini index, the degree of wealth concentration in China has risen by a third in the past 35 years. This disparity fuels perceptions that the deck is stacked in favour of the rich.
06/24/2015
Towry has outlined plans to expand its investment proposition following its acquisition of financial planning and discretionary firm Ashcourt Rowan.