11/01/2014
Bank to offer video service to top clients
A bank is set to offer a face-to-face video service for its top customers in a digital revolution which it claims is a first for the UK banking industry.
10/31/2014
Gay and lesbian CEOs may still be few in number—but the ranks of openly gay and lesbian millionaires and billionaires are growing rapidly. The announcement by Apple CEO Tim Cook on Thursday highlights just how rare it is for a Fortune 100 CEO to co
10/31/2014
Rivals say they are working to pick off Convergent Wealth Advisors clients following the apparent suicide of its former CEO and reports about irregularities at an outside fund he managed.
10/31/2014
Having a clear purpose is “worthless” unless every person in the organisation is engaged with it
10/31/2014
DBS interested in buying RBS's Coutts: CEO
"We will take a look at Coutts when it comes on the block," said DBS chief executive Piyush Gupta on Friday.
10/30/2014
Ms Field also appealed for a period of calm, adding: “After five years of implementing transformative pieces of legislation post-crash, we need to have a cumulative impact assessment of their effects and an audit of whether all member states are app
10/30/2014
Any account holder or client could seek damages against any bank or bankers that did not maintain his/her confidentiality
10/30/2014
Private banks in Singapore are breathing life into a generally dull fintech job market in Singapore
10/30/2014
Getting to the top is a lot easier than retaining same position
10/30/2014
This comes on the back of increasingly high demand for specialist financial advice from clients in this part of the globe.
10/30/2014
Northern Trust, a leading provider of Wealth Management services for affluent individuals, families and family offices, was also named Best Private Bank for Socially Responsible Investing.
10/30/2014
Awards recognize RBC's continued excellence in wealth management
10/29/2014
Old Mutual’s acquisition of Quilter Cheviot could pave the way for an initial public offer (IPO) of its wealth business.
10/29/2014
It will be managed by the group's head of convertible bonds, Jean-Edouard Reymond.
10/28/2014
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
Where regulation is taking the DFM industry.
10/28/2014
With 120,000 registered French citizens and an estimated 400,000 in total living in London, according to French consulate data, there is a large market for Maseco to tap into.
10/28/2014
Client funds at a $8.6 billion RIA firm are safe following the apparent suicide of the company's CEO, says the firm's chairman, prominent wealth management executive Steve Lockshin.
10/28/2014
The automated wealth management firms (known as “robo-advisors”) that are bringing algorithmically enhanced services to the stodgy world of retirement planning are gearing up to go Terminator as competition intensifies.
10/28/2014
Smallwood, 52, said the Frankfurt-based lender will woo Asia’s mega-rich