10/13/2015
BNP Paribas Wealth Management's SRI and Impact Investing products rely on a strategy that combines open architecture selection, expertise and innovation.
10/12/2015
State governments have control over land, water and electricity, making them essential to attracting investment.
10/12/2015
Deutsche Bank is waiting to hear how much capital the European Central Bank will require lenders to hold against risk from their insurance units
10/12/2015
Guggenheim’s Timely and Relevant Fixed Income Commentary and Research Cited for Supporting Financial Advisor Success and Helping Clients Navigate Investors Toward Their Financial Goals
10/12/2015
Bellpenny has boosted its funds under management by over £150 million with the acquisition of two independent financial adviser.
10/12/2015
The wealth management M&A race is set to be ratcheted up a notch with more than a third of IFA owners planning to retire within 10 years.
10/11/2015
Multifamily offices try to win the loyalty of multigenerational families of clients by offering a full menu of services
10/11/2015
A source said the bank is expected to slash about 1,000 positions, with redundant employees to be notified by the end of next month.
10/11/2015
Swiss bank private bank extends Formula E sponsorship
The series, whose commercial partners include French carmaker Renault and tyre company Michelin, races in cities across the globe and completed its first season in June this year.
10/09/2015
The fresh funds will be used to absorb losses the bank will incur as it reorganizes, the FT said.
10/09/2015
Swiss wealth adviser Vontobel – under the lead of chief executive Zeno Staub – has acted decisively to buy, and hire, investment talent.
10/09/2015
Since pursuing estate management classes at the Starkey International Institute for Household Management in Denver four years ago, Cushwa has worked for three families.
10/09/2015
Europe is not the only destination for Fosun, which has invested more than $5 billion in the United States and $500 million in Japan.
10/08/2015
Fricker was previously chief executive of Lloyds Bank International and joined UBP when the Swiss company acquired the division in 2013.
10/08/2015
A long time ago it recognized that if it wanted to change the status quo from a boys club to an all-inclusive club it needed to make it more attractive for women to make the change.
10/08/2015
A number of disillusioned fund groups, including Schroders and M&G, appear to have lost patience and faith in their trade body.
10/08/2015
South Africans want to internationalise their assets and it’s an easier place to internationalise. What clients want is to be familiar with where their assets are," Mr Gouws said.
10/08/2015
The team plans to target primarily the Middle East and East African markets as those are regions with large numbers of successful entrepreneurs looking for banking services for both their personal wealth and their businesses.
10/08/2015
Two groups of financial advisers managing about $4.5 billion in total recently left Credit Suisse AG
10/07/2015
In addition the compensation ratio should decline towards the target of £ 55% by 2017 on our estimates.