08/29/2017
One insider close to the situation described the value of the two bids as "comparable", but said the Tilney offer would provide "greater certainty" because it would be entirely in cash.
08/29/2017
The portal safeguards data by using bank-level security and 128-bit encryption.
08/29/2017
After the launch of his own firm he continued to manage the strategy as an external asset manager.
08/29/2017
Peter Flavel, Coutts CEO commented: “We wanted to mark the 325th anniversary of Coutts by giving all our colleagues around the country the opportunity to take part in something truly memorable that visits all 15 of our regional offices. I am delight
08/28/2017
He believes that key to this is being able to map the personality traits of clients and then design investment portfolios that are suited to them.
08/28/2017
Bank sees retail, wealth management as key areas for success, says top executive
08/28/2017
Former Credit Suisse banker Simon Lints heads the Southeast Asia unit out of Singapore, while the Hong Kong business is led by Sandy Dudgeon.
08/28/2017
The unprecedented gush of liquidity has come at a time when fund managers have been battling sky-rocketing valuations and lack of opportunities in certain pockets.
08/28/2017
Employees are expected to learn of the change of heart this week.
08/25/2017
The combination of the domestic wealth management activities of UBS in the Netherlands with Van Lanschot Kempen's offering results in a strong and differentiated proposition for family offices, foundations & charities and ultra-high net worth pri
08/25/2017
Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.
08/25/2017
The earliest possible date of termination for the old shareholder pooling agreement would have been the end of 2018.
08/25/2017
A move to larger premises is expected later in the year.
08/25/2017
During quarterly earnings calls this week, two Canadian banking giants — Royal Bank of Canada and Canadian Imperial Bank of Commerce — outlined plans to expand their U.S. wealth divisions and turn up the heat on their stateside peers.
08/25/2017
Now Openwork is boasting about reaching a 'milestone' £5 billion of assets in its fund range Omnis.
08/24/2017
The expectation is that clients will want to see more options across the investment spectrum, with advice on the right selections based on individual risk profiles – and also more guidance during times of market stress.
08/24/2017
The funds will be launched on 5 September
08/24/2017
Swiss private banking has become a merry-go-round: reputable client advisers are switching allegiance in rapid succession.
08/23/2017
This includes access to Sanlam's global investment capabilities and the UK-based SPW Global Quality Fund, named the winner in the Best Fund category of the City of London Wealth Management Awards earlier this year.
08/23/2017
His claim asserts two counts of violating a federal Dodd-Frank Act whistleblowing law and a Florida whistle-blowing statute.