11/12/2014
Swiss private bank restructures insurance-linked securities operations
To provide a clear separation between the actively managed ILS fund management work,
11/12/2014
Clarkson Wayman Ball managing director Graham Clarkson says the firm’s clients benefit from his team’s skills and services, but the better investment management expertise of Brooks Macdonald will improve the IFA business further.
11/12/2014
More than 200 high net-worth investors have descended upon Las Vegas to hear pitches for marijuana companies hopeful to cash in.
11/12/2014
Efforts by many US banks to offer more wealth-management capabilities are generally positive for diversifying earnings and increasing revenue per customer, as growth in core bank products remains tepid and net interest margins compressed
11/10/2014
Barclays "Wealth Manager of the Year" in the Middle East
In recognition of its continued leadership in the Wealth Management industry in the region, Global Investors named Barclays the Wealth Manager of the Year in the Middle East.
11/10/2014
Today's wealth management firms are casting a wider net
Wealth management is an industry much changed from years passed.
11/10/2014
The master who teaches the Merrill herd to graze on wheatgrass and chia
A wellness guru who has gained influence under John Thiel's leadership of Bank of America's Merrill Lynch wealth management business.
11/10/2014
Two days of panels, discussions and networking were well attended by industry representatives from family offices, asset management firms, hedge funds, private equity and domestic and international banks.
11/10/2014
Shareholders will be looking for more reassurance that the bank’s new structure will deliver cost savings and growth.
11/10/2014
Wealthy clients opened offshore trusts and lodged money through him
11/10/2014
Stifel Completes Acquisition of 1919 Investment Counsel & Trust Company
1919 Investment Counsel provides customized investment advisory, trust and family offices services,
11/10/2014
Switzerland is set to become the third-biggest gold holder should voters choose this month to force the Swiss National Bank to increase its bullion reserves.
11/07/2014
Next year’s pension liberalisation will provide a “bumper” opportunity for advisers
11/07/2014
The bank renamed its commercial and merchant banking segment to just corporate banking and its mission is designed with a sector-based approach that includes commercial clients, international clients and capital markets solutions.
11/07/2014
Canaccord Genuity CEO Says Seeking Wealth Deal in U.K.
Canaccord Genuity acquired the private-wealth management division of Eden Financial Ltd. for $20.8 million in 2012 to expand its business in the U.K. A year earlier, the firm purchased British brokerage Collins Stewart Hawkpoint Plc for $393 million.
11/07/2014
Wells Fargo prods elite bankers, brokers to share more clients
Battles between brokers and private bankers for very wealthy clients have always been fierce, but Wells Fargo & Co is changing its rules to encourage partnerships of the two rivals that it says will open a $300 billion opportunity.
11/07/2014
UBS AG has established a new team in Hong Kong to provide advisory and investment solution services in Asia Pacific to meet increasing interests among investors to pursue a sustainable investment approach
11/07/2014
Harrods eyes retail banking
The new plan looks more mainstream. Harrods is set to launch a standard savings account next year, building on the mortgage product it launched in 2014.
11/07/2014
Women will retire with two-thirds the assets of men, yet they will live six to eight years longer.
11/07/2014
Goldman doesn’t break out its assets has under management for Asia Pacific, but publications that track the industry says it has about $45 billion, putting the private bank either in 11th or 13th place in the region, depending on which rankings you