08/22/2014
Morgan Stanley Wealth Management now has a combined $5.2 billion outstanding in forgivable loans to advisers–which works out to $321,402 per adviser in its ranks, InvestmentNews says.
08/22/2014
Switzerland’s two largest closely held banks are poised to publish their earnings after two centuries of secrecy.
08/22/2014
Second representative office in the USA, adding New York City to its well-established presence in Miam
08/22/2014
His main asset is confectionery Roshen, one of the world’s top-20 largest
08/22/2014
Handelsbanken acquired Heartwood in May 2013.
08/21/2014
Swiss private banks are preparing for an increase in acquisitions after declining profitability and provisions for a U.S. tax program prompted more than one-third to report a loss last year
08/21/2014
Today the World Bank priced a $12.057 million World Bank Step-Up Callable Green Bond sold to Merrill Lynch Wealth Management clients.
08/21/2014
The bank will act aggressively on all fronts
08/21/2014
Australia's biggest wealth manager to overhaul wealth planning arm amid crisis of confidence
The moves comes as the company announced this morning a 3 per cent decline in net profit to $382 million for the six months to June 30.
08/21/2014
Bridgepoint explores Quilter Cheviot IPO or sale by year-end
The two businesses are now integrated and Quilter Cheviot is currently in the throes of moving both onto the same platform
08/21/2014
FPI launches website aimed at non-resident Indians
Friends Provident International has launched a new website with a section dedicated to non-resident Indians.
08/20/2014
The provision of family office solutions and services makes perfect sense for a jurisdiction such as Guernsey, explains Fiona Le Poidevin, Chief Executive of Guernsey Finance.
08/20/2014
The merger of the two offices will create a team of 45 qualified investment managers and financial planners and their support staff in Leeds, who will be responsible for the management of some £1.5bn of client assets.
08/20/2014
As offshore moves onshore, will there be a challenge to the position of Singapore and Hong Kong as the wealth centres of Asia?
08/20/2014
U.S. private equity firm appoints Rothschild to sell the public sector division of its software firm
The company will be auctioned to private equity firms later this year and could be worth around $600 million, the sources said.
08/20/2014
The Association of Foreign Banks in Switzerland (AFBS) is hoping that banks from Brazil, China and Singapore will fill some of the gaps left by departing players from the United States and Europe.
08/20/2014
Banks must ask themselves whether the time has come to make lasting changes to their business model
08/19/2014
But keeping it all in the family can often have its disadvantages.
08/19/2014
Private wealth is increasingly stepping in to fill the void left by governments
08/19/2014
Essex IFA looks to Europe for high-net-worth opportunities
Essex-based Financial Planning firm is considering expanding into Europe to tap into the high-net-worth market.