07/27/2015
While many countries in Europe still contend with mounting debt and low investor confidence, Liechtenstein offers a sophisticated banking system and an unrivalled investment fund centre that is successfully encouraging long-term investments
07/27/2015
UBS’s U.S. wealth-management division is the latest big advice firm to jump on the platform-unification bandwagon, unveiling the combination of its separately managed account
07/27/2015
Asia-Pacific chief Helman Sitohang says that above-average returns justify retaining a strong investment bank presence in the region
07/27/2015
The American private equity house has earned more from the rise of the grand prix circuit than anyone else – even the sport’s supremo, Bernie Ecclestone
07/27/2015
IFA consolidator AFH Financial has bought Quest Financial Management and Phoenix Independent Financial Services for a combined £1.1m.
07/27/2015
UBS said on Monday its U.S.-based brokerage business, formed when UBS bought broker-dealer PaineWebber in 2000, is not up for sale.
07/27/2015
Vontobel Holding AG, a Swiss bank and asset manager, said first-half profit rose 33 percent as revenue from managing client money surged.
07/27/2015
The move is the most aggressive so far in a push by Fosun to acquire assets across Europe’s financial services industry.
07/27/2015
In doing so, they passed on joining Stifel Financial Corp., the regional brokerage to which Barclays has agreed to sell its U.S. wealth business.
07/27/2015
National wealth manager Bellpenny has acquired the client bases and associated £157m of funds under management of Bob Bradley and Nick Bird, the two shareholders and financial planners at Croydon-based Trustee Asset Management.
07/27/2015
Bank’s plan is to follow up sale of wealth management business with that of its retail and corporate portfolio in India, says a top executive of RBS India
07/24/2015
A predicted rise of investment in alternative assets is expected to offer significant opportunities for Guernsey as a premier location for alternative asset funds and fund managers, in the coming years.
07/24/2015
The NAB compensation follows an independent review by PricewaterhouseCoopers at the request of the Australian Securities & Investments Commission.
07/24/2015
Close Brothers Group today issues its scheduled pre-close trading update ahead of its 2015 financial year end.
07/24/2015
So, what must wealth managers do?
07/24/2015
There’s a higher than average amount of space under offer in Mayfair and St James’s and a large proportion of that is from hedge funds and private equity firms
07/24/2015
Old Mutual International has launched a new online service with the aim of boosting its trust proposition by pointing advisers towards the most suitable trust for their customer’s circumstances.
07/24/2015
It agreed to buy German bank Hauck & Aufhaeuser Privatbankiers earlier in July. It also owns French-based holiday company Club Mediterranee and has a stake in Britain's Thomas Cook.
07/23/2015
It is the opportunity to service retail and wealthy clients in Asia that has fired banks’ ambitions
07/23/2015
Wealth management group IOOF has let go 33 out of 48 financial planners it acquired in 2012 as part of its purchase of the My Adviser and Plan B businesses, according to trade publication Independent Financial Adviser.