04/04/2014
Luminaries from the private wealth management industry honoured outstanding practitioners last night at the inaugural Switzerland & Liechtenstein WealthBriefing awards, held in Geneva.
04/04/2014
Wealth firm raises £1.6m to fuel acquisition spree
The financial advisory and discretionary wealth firm told the market it had received commitments to subscribe for a total 1,157,854 shares of 10p in the company at a price of 140p per share.
04/04/2014
The six quit Brewin last March to join Charles Stanley and launched a Leicester office for the company.
04/04/2014
Barclays hit with departures of international advisers
Brokers with international clients have been moving to competitors in recent months as Barclays curtails its international business
04/03/2014
The chief executive of Credit Suisse Group AG received a 26% increase in total pay for 2013, a year in which the Swiss lender's profit rose sharply as it streamlined operations.
04/03/2014
Credit Suisse’s preliminary results for 2013 were updated to reflect an additional after-tax charge of CHF 468 million, primarily due to an increase in the litigation provision relating to the ongoing United States Department of Justice (DOJ) invest
04/03/2014
Canada's 86 richest families and individuals own as much as poorest 11.4 million
04/03/2014
Merger of wealth management firms completed as planned
The teams from the two companies have been combined and now share the same workspace
04/03/2014
Discretionary managers to merge
The deal has received FCA approval and is scheduled to complete on Wednesday 30 April 2014.
04/03/2014
Australian news website Business Spectator reported the news earlier today.
04/03/2014
Ruffer Investment Company Ltd Wednesday reported a negative total return between the start of January and the end of March.
04/02/2014
Managing the wealth of rich individuals is becoming an increasingly competitive business as more players enter the market, but it is a complex industry in which the "chancers" will not survive.
04/02/2014
Vontobel dropped as much as 1 percent in Zurich, and was 0.4 percent lower at 34.65 Swiss francs by 10:54 a.m., extending the loss this year to 6.2 percent. The stock climbed 27 percent in 2013.
04/02/2014
The introduction of Private Client reinforces our commitment to superior service
04/02/2014
This visa route is a positive step by the government Read more: http://www.digitaljournal.com/pr/1826594#ixzz2xjJhOGEy
04/02/2014
The bank, based on the Isle of Man, also has offices in Jersey and London, and didn’t make a single redundancy during the recent economic troubles.
04/02/2014
Banco Santander SA, Spain’s biggest bank, bought the private banking unit of BNP Paribas SA in Miami to help to win more business from wealthy Latin American clients
04/01/2014
Towry to launch advisory investment service
Towry is set to launch an advisory service, following its acquisition of Bluefin.
04/01/2014
Banks' Expectations Are High for Wealth Management
Bank executives are kicking their wealth management businesses into high gear.
04/01/2014
Changing Course: The Wealth Management Industry Confronts Its Challenges
The UBS exec is hardly alone in terms of envisioning a greater role for holistic advice.