03/26/2014
Ex-SJP adviser opens advice firm & online platform
A former adviser at national wealth management firm St James’s Place has opened a new firm heavily centered on providing discretionary fund management through an online platform.
03/26/2014
PWM Selects Wealth-X CEO’s Quote For Advertising Campaign
“We chose the comment because it is based on research from Wealth-X, which relates to PWM’s own quest to identify the new global sources of wealth, how they develop and how they are best serviced by private banks and other specialist wealth m
03/26/2014
With a tier 1 capital ratio of 21.3%, LGT is very well capitalized. LGT is confident about its business performance in the current year.
03/26/2014
Psigma targets Barclays Wealth's 'lighter touch' sub £500,000 clients
Psigma Investment Management has made a play for Barclays Wealth clients with less than £500,000, after the bank itself scrapped its bespoke service for lower net worth clients.
03/26/2014
“The bank is today ready to address with confidence and in complete independence the challenges Swiss private banks must tackle,” Eric Syz said in the statement.
03/25/2014
Safra’s Swiss Private Bank Seeks Growth After Sarasin Merger
The group has ensured a smooth integration of operations during 2013
03/25/2014
Leading Swiss private banking group raises stake in Brazilian wealth manager
Strategic market entry by Julius Baer in Brazil
03/25/2014
Swiss banks reeling as US tax deal begins to bite
Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities
03/25/2014
Private wealth: What billionaires want
Different needs of the region’s high-net-worth individuals are driving changes in the way investment products are shaped
03/25/2014
Leading international wealth provider listed on 'The Sunday Times 100 Best Small Companies to Work For'
Nedbank Private Wealth, a leading international wealth provider and part of the Old Mutual Group, has announced that it has been recognised for the tenth consecutive year in 'The Sunday Times 100 Best Small Companies to Work For'.
03/25/2014
Swiss private bank launches new pricing service for MAS licensed financial institutions
One of Switzerland’s leading financial institutions, has introduced a new level of price transparency and convenience to the Singapore wealth management market.
03/25/2014
The Institute of Financial Planning has failed in its bid to supply planners to £1 million premium bond winners after losing out to a firm of four advisers based in Shropshire.
03/25/2014
Punter Southall forms strategic pact with Kent-based wealth firm
Punter Southall Group’s investment and support will enable us to move the business forward while continuing to provide an excellent service to our clients
03/25/2014
Shareholders in F&C Asset Management have given the go-ahead for Canadian financial conglomerate BMO to buy the fund manager.
03/25/2014
EFG Bank announced on Tuesday that it has been awarded a wholesale banking licence in Singapore.
03/25/2014
Institutional capital has been pouring into the commercial real estate sector recently, helping push investment sales volumes up each year since the downturn.
03/25/2014
Responsible investment “continues to gather momentum globally”, driven by investor values, risk management and the introduction of stronger codes and standards.
03/25/2014
These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services
03/24/2014
If a deal was done, it would make Standard Life one of the UK's biggest investment managers
03/24/2014
C. Hoare & Co hit by 'fake uniforms' scam by fraudsters
C Hoare & Co has alerted customers to the ploy and urged them to tighten security as it strengthens its own defences.