05/13/2014
businesslife.co Wealth Edition now online!
Issue 32 of businesslife.co – the Wealth Edition 2014 – will be published later this week, but for those readers looking for a sneak preview, it is now available to view on the businesslife.co website.
05/13/2014
Net interest income for the three months ended 31 March 2014
05/13/2014
The shortage of relationship managers has become acute against increasing client wealth over the past five years, writes Scorpio Partnership.
05/13/2014
It currently provides mortgages on variable rate interest terms
05/12/2014
Fuelled by savers' and companies' thirst for higher returns, China's wealth management sector has exploded in recent years.
05/12/2014
Barclays Wealth & Investment Management will cease to exist as a standalone business as part of a strategic overhaul aimed at improving profitability.
05/12/2014
British Crown dependency seeks level playing field in global wealth management business
05/12/2014
Former Barclays boss Bob Diamond yesterday told the World Economic Forum on Africa that investors in his new financial services group Atlas Mara could expect good future returns.
05/12/2014
Swisspartners pays $4.4mn to avoid US tax fraud charges
The NPA applies only to the four specific entities that are party to it and does not apply to any other subsidiaries of swisspartners Investment Network AG or any individuals.
05/12/2014
Leicestershire's richest Asians see wealth soar by £54m in past year
Ten of the 50 names featured the 2014 Midlands Asian Rich List are from the county and worth a combined £606 million, up from £552 million in 2013.
05/12/2014
Canada’s Bank of Montreal could scrap the historic F&C brand, potentially bringing the 146-year history of one of the oldest names in London’s fund market to an end.
05/12/2014
Julius Baer gaining new foothold in the Netherlands
Julius Baer has acquired a well-established business in the Netherlands. Merrill Lynch has run wealth management activities in this market for more than 50 years shifting its focus to private banking and servicing high net worth individuals in the early
05/12/2014
Participants can attend one of three workshops that will be taking place simultaneously, with the other two covering funds and insurance.
05/12/2014
Citywealth Magic Circle Awards 2014
Citywealth has announced its Magic Circle Award winners for 2014 and the Channel Islands were once again well represented.
05/12/2014
The deal sees 1,000 clients transfer to Bellpenny’s national advice business along with its advisers.
05/12/2014
We are delighted to receive recognition for our innovative Wealth Management solutions from such a respected organisation
05/12/2014
Hargreaves Lansdown founders Peter Hargreaves and Stephen Lansdown have risen up the Sunday Times Rich List, which boasts a record 104 UK-based billionaires.
05/09/2014
Asia's biggest wealth manager UBS, for example, has increased its Asia Pacific wealth management staff by 8 percent this year to 1,120.
05/09/2014
Several of the adviser-led platforms now have quite brilliant reporting functionality. Asset allocation, cashflows, tax reporting, market commentary
05/09/2014
It is a case that the whole industry is watching with interest