05/16/2014
Private banks pile in as Investcorp appeals on Swiss debut
Bahrain-based alternative asset manager Investcorp made its Swiss franc debut on Thursday afternoon, increasing the size of a five year deal in response to strong demand from retail investors drawn in by a juicy coupon.
05/16/2014
Old Mutual Wealth has more than doubled its net sales to £1.1bn in the first quarter of 2014
05/16/2014
Awards were granted not just to institutions but to individuals who have made particular contributions to an industry that has faced a mass of challenges in recent years.
05/16/2014
Dutch bank ABN Amro Group NV said Friday that first-quarter net profit fell 25% as it set aside more cash to cover bad loans and on costs related to the rescue of a local rival.
05/16/2014
Triple award win for RBC Wealth Management
The award winners were selected by a panel of judges from a list of shortlisted firms who had made submissions highlighting their accomplishments over the previous year.
05/15/2014
Recruiting has Become a Private Equity Game
Over the last 18 months there has been a significant shift in the “process” of recruiting in three different tiers of the world of wealth management.
05/15/2014
Former UBS, Wells Fargo advisers to use Raymond James' platform
The Investment Advisors Division of Raymond James Financial provides custodial and support services
05/15/2014
Julius Baer reports high Asia asset transfer of Merrill Lynch acquisition
Julius Baer also confirmed that it completed the transfer of Merrill Lynch’s IWM business
05/15/2014
Envestnet Launches Education Portal
Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors
05/15/2014
DBS looks to grow wealth management and fees this year
DBS yesterday opened a new branch in Taipei’s Zhongzheng District
05/15/2014
Van Lanschot - Implementation of wealth management strategy on track
Client assets grow to € 55.9 billion
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Banks say bonus clawback rules may be unenforceable
Lobby group BBA responds to tough new proposals from the Bank of England
05/15/2014
UBS becomes title sponsor of Art Basel Hong Kong
UBS has signed on as title sponsor of Art Basel Hong Kong, which is expected to welcome 5,000 guests to 50 events at the Hong Kong Convention and Exhibition Centre over the next several days.
05/15/2014
Do You Have What It Takes to Be a Private Banker?
The Wall Street Journal’s Wei Gu talks about the qualities needed for the job.
05/15/2014
CEO Paul Feeney said: "We are taking high quality wealth management services and making them available to all retail investors through our platform where they can view their investments at any time via our new online customer centre.
05/15/2014
Bank of Nova Scotia is looking for a buyer for its $3.8-billion minority stake in wealth management firm CI Financial Corp.
05/15/2014
Wealth and safety - Asset allocator with RBC Wealth Management
David McFadzean of RBC Wealth Management on favouring the long game
05/15/2014
Brewin Dolphin, Seven IM and Liontrust among discretionary providers to go live on platform in April