04/01/2014
Wealth management firm completes £6.4m sale of Liverpool office
Wealth management firm has confirmed the sale of its Liverpool operation to Seneca Investment Managers.
04/01/2014
Blue-chip wealth management company eyes law firm acquisitions
The firm claims to be “radically” different from other financial firms by offering financial, investment, tax, accounting and legal expertise under one roof
04/01/2014
Zurich-based UBS left it open whether it would fill the board seat vacated by Frey
04/01/2014
The Chinese government has granted Nordea Qualified Foreign Institutional Investor status, allowing it to trade directly in China's A-Share market through stock exchanges in Shenzen and Shanghai.
04/01/2014
Insurer Sun Life Financial Inc.’s wealth and asset management group is launching a new business targeting Canadian savers with more than $100,000 to invest.
04/01/2014
Morgan Stanley announced that John F. Habig, executive director/financial advisor in the firm’s Wealth Management Office, Portsmouth, has been named to Barron’s list of America’s Top 1,200 Advisors for 2014.
04/01/2014
'Shanghai's Hutchison Whampoa' acquires 19.2% of German Private Bank
The investment was done by injecting about €98.5 million ($135.7 million)
04/01/2014
Clients are looking for advisers whom they can trust
04/01/2014
Swiss asset manager Pictet said on Tuesday it would expand its wealth management operations in London and hire between five and 10 bankers over the coming months.
04/01/2014
Russians are the second-highest spenders in London's property markets, followed by Kazakhs, Azerbaijanis and Georgians among buyers from the former Soviet Union.
04/01/2014
Banking giant JPMorgan plans to help tackle unemployment in the UK and Europe with a $30m jobs scheme which will investigate how to get more people into work.
04/01/2014
Aberdeen Asset Management said it planned to cut costs after weakness in emerging markets drove more money out of its funds in the first two months of the year, lifting its shares.
03/31/2014
Understanding HNW clients may be easier once you know whether they’re natives or immigrants to wealth
03/31/2014
Strong Revenue Performance. Profit Growth. Increased Dividend
03/31/2014
Berenberg expands UK private banking team to serve ultra wealthy
German privately owned investment bank Berenberg has set up a new team in London to handle business with "ultra-high net worth" customers
03/31/2014
Geoff Cook, CEO of Jersey Finance, will be the guest speaker at this month’s IoD lunch to give a talk entitled ‘First for Finance: current performance and future prospects for Jersey’s Finance Industry’.
03/31/2014
Standard Chartered pays 118 bankers at least $1.4m
Asia-focused bank Standard Chartered paid 118 of its bankers at least $1.4m last year, topped by a $9.5m payout to Mike Rees, head of its wholesale or investment banking division.
03/31/2014
Global wealth managers partners with Wilshire Funds Management
"Our shared vision and purpose makes this partnership very exciting."
03/31/2014
High net worth investors and institutions from the Middle East were generous in spreading their wealth across Europe’s commercial property in 2013-21 of the transactions valued at €100 million and over were conducted by them during the year.
03/28/2014
Pictet joins Swiss banks Julius Baer Group Ltd. and Vontobel Holding AG in opening new premises in Germany