12/11/2013
Coutts UK Head of Private Banking jumps to ANZ
He also held a number of senior leadership roles with Coutts between 1998 and 2010, responsible for leading large teams to drive long term sustainable growth in the UK wealth management business. Mr Norfolk will be based in Sydney and will commence in ear
12/11/2013
Coutts Institute advises wealthy families on inheritance planning and family-run businesses on succession.
12/11/2013
The study was conducted as part of the Private Bank's recent Investment Insights series (Sept - Oct 2013), held in 16 cities across Europe, with more than 600 UHNW and HNW investors.
12/11/2013
The buyers are a group of RidgeWorth employees and outside investors led by the private-equity firm Lightyear Capital
12/11/2013
Toronto-Dominion Bank surpassed Royal Bank of Canada as the country’s largest lender by assets for the first time after a decade-long expansion in U.S. consumer lending.
12/10/2013
Merrill Lynch Study Debunks Myth of Gender-based Differences in Investing Behavior
Myths about the innate differences between men and women when it comes to investing behavior and performance are debunked in a new research report published today by the Merrill Lynch Wealth Management Institute.
12/10/2013
European Family Offices Continue to Make Inroads to Economic Recovery
European family offices are experiencing a resurgence in confidence as the global financial system stabilizes, though single and multi-family offices are finding it difficult to look beyond short-term investment horizons, according to the 6th annual Europ
12/10/2013
Pershing Identifies Six Transformations Elite Broker-Dealers Use to Outperform Peers
Commitment to advisory services, sound recruitment strategies and organic growth are among keys to success in post-crisis world
12/10/2013
Lloyds Banking Group in new sell-off of management company
LLOYDS Banking Group last night put up for sale its remaining stake in wealth management company St James’s Place
12/10/2013
Private banker launches wealth management firm
In a career spanning more than 20 years, he has also had spells at Citi Private Bank, Barclays Private Bank, Coutts and Merrill Lynch.
12/10/2013
Wealth manager opens first Wales office
The office is set to open the new Swansea office in early 2014.
12/10/2013
Several major U.S. and European banks including Bank of America and Switzerland's UBS have started shedding their Chinese holdings for a variety of regulatory and business reasons.
12/09/2013
The employees, client relationships and the majority of the assets of the Middle Eastern businesses transferred in the first days of December 2013.
12/09/2013
Middle East's 157 Billionaires Dominate Region's UHNW Wealth
12/09/2013
London wealth manager opens Kent firm with ethical investment focus
He will advise affluent clients on their finances and investment portfolios, as well as covering accounting, tax and estate planning.
12/09/2013
The Global Brands Awards are given to identify, acknowledge and reward key players that provide exceptional service and performance across different countries and sectors, including finance, education and technology.
12/09/2013
The firm is planning to leverage its Luxembourg-domiciled SICAV business either by launching OEIC versions in the UK, or by selling directly to advisers via platforms.
12/09/2013
MGW is the second Glasgow-based IFA business purchased by Bellpenny, following its acquisition of K M Financial Advisers in August.
12/09/2013
UBS has invested nearly $200 million to bring clients cutting-edge technology and industry expertise
12/09/2013
The show will feature three “lions” or heads of the current hedge fund industry