08/19/2012
Rothschild eyes growth as UBS duo boost its wealth team
Their experience with ultra high net worth individuals will be extremely valuable in meeting increasing demand for Rothschild’s services from this client segment in particular
Wealth and Asset Management
08/16/2012
Openwork paid nothing for 2Plan acquisition
Openwork, which is 25 per cent owned by Zurich, acquired national IFA 2Plan in July 2011 after announcing the deal in September 2010.
08/16/2012
1st Global launches wealth management feasibility analysis program
New Programs provides a risk-free assessment for CPA firms aiming to expand wealth management services
08/16/2012
Coutts Hires Another Ex-Barclays Employee For New Senior Role
She worked as head of strategic partnerships and international third party distribution at Barclays, leading a team setting up commercial joint ventures with overseas banks.
08/15/2012
How Wealthy Families Can Protect Against Financial Predators
Why don't wealth management firms do more to protect families from financial predators?
08/15/2012
The World’s Richest Country
This figure is no doubt bolstered by the staggering number of millionaires in the city-state, which Knight Frank and Citi Private Wealth predict will only keep growing.
08/15/2012
Business as usual for Standard Chartered Singapore
In a statement released on Wednesday, Standard Chartered Bank Singapore's chief executive officer Ray Ferguson said it has been "business as usual" for its operations, though some customers have raised concerns about recent developments sur
08/15/2012
NAB Wealth claims improvements, despite lower FUM
Overall, the NAB statement noted that, on a statutory basis, unaudited net profit attributable to the owners of the company for the June quarter was approximately $1.2bn.
08/15/2012
Wealth boutiques merge ahead of RDR
James Hambro & Partners is merging with another wealth management boutique, ahead of changes due in January as part of the UK's Retail Distribution Review.
08/15/2012
EuroMillions Win - Coutts
With EuroMillions in the spotlight following the announcement of the latest jackpot winners, speculation grows as to what the winning couple will do with their windfall.
08/15/2012
When your client wants to get rich from a Warhol
A decade ago, the questions Annelien Bruins got from clients who wanted help building art collections were about how to find pieces they'd love.
08/15/2012
When a rugby scrum meets a financial scrum
Included in the squad will be Harlequins and England captain Chris Robshaw and fellow internationals Mike Brown, Ugo Monye, George Robson and Nick Easter.
08/15/2012
St.Galler Kantonalbank is doing well in the current year
In a continued challenging economic environment, St.Galler Kantonalbank achieved a good half year result. This was primarily due to the net interest income and lower operating expenses.
08/15/2012
The UK's Wealthy are Currently Experiencing Very Different Fortunes - RESEARCH
New data on the wealthy population in the UK produced by Ledbury Research reveals just how volatile the fortunes of the wealthy are in the country.
08/14/2012
Swiss bank BCGE cashes in on trade finance demand
Banque Cantonale de Geneve (BCGE) is seeing strong demand for commodity trade finance as trading houses become more desperate for funding following the retrenchment of traditional lenders, its Chief Executive Blaise Goetschin said on Tuesday.
08/14/2012
Asia’s wealthy to bankers: You’re fired
That’s the message from Bloomberg, which has spotted a trend in private banking in the region that has led to a weakening of the already limited grip global banks including Credit Suisse and Citigroup have on the Asia’s private wealth.
08/14/2012
Ten Trends Influencing Wealth Management and Private Banking in Asia- Research
The solution suite also helps financial institutions improve staff productivity through better workflow management and helps improve cost control and operational efficiency for better profitability management.
08/14/2012
Acta Holding to acquire Swedish wealth management company
Hagberg & Partners has since 1994 worked with creating value for its clients through qualified financial advisory. Satisfied and assured clients are what is the most prominent in the company's philosophy.
08/13/2012
The case for a British investment bank
No wonder small businesses can't get credit when the UK is the only G8 member not to have a body dealing with such finance
08/13/2012
Buffett’s Other Bank Stock: How U.S. Bancorp Outperforms Wells Fargo and the Industry
Management reiterated in its second quarter conference call that those ratios are at the low end of long-term targets of 1.6%-1.9% on return on assets and 16%-19% for return on equity.