03/10/2015
US Broker Swoops For Charles Stanley Division
One of the London Stock Exchange 's oldest companies is close to offloading its securities arm
Wealth and Asset Management
03/10/2015
RBC’s David McKay Gets $5.94 Million for First Year as CEO
McKay’s pension value was C$5.23 million for 2014, due to a one-time compensation change when he became president and CEO, the Toronto-based bank said.
03/09/2015
Is Art an Asset Class?
Art is one of the great ways to understand humanity
03/09/2015
Wealth Management Madness 2015: Round 1
The closest contest came in the Establishment region, where last year’s champion, the CEO of UBS Group Americas Bob McCann, barely squeaked by Merrill Lynch Wealth Management top dog John Thiel; McCann won by just nine votes and now has to face Well
03/09/2015
Here’s where the world’s ultra-rich are moving
The world’s ultra-rich are on the move
03/09/2015
Walker Crips acquires London based investment and wealth manager
The Acquisition has received approval from the Financial Conduct Authority.
03/09/2015
Swiss Wealth unit shuts down as volumes sink
The number of Swiss private banks fell to 139 at the end of 2013 from 182 in 2005.
03/09/2015
Swiss banks in quandary over undeclared US accounts
The spat illustrates a thorny issue for Swiss banks. They are eager to shed undeclared American accounts, but Switzerland’s bank secrecy laws mean they can’t easily open up their records to US authorities.
03/09/2015
BNY Mellon hires from BofA to boost U.S. wealth management business
He has previously been senior investment strategist at Julius Baer Investment Management and chief investment strategist for JP Morgan's Global Private Bank.
03/08/2015
Fisher Investments UK is Recognized as Wealth Manager of the Year
The award is part of the organizations inaugural International Financial Awards, announced March 5, 2015
03/08/2015
Consolidation surges in UK wealth management
Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth management industry as companies rush to exploit potential cost savings.
03/06/2015
Educating the Next Generation of Wealth Managers
Envestnet Institute Launches Online Courses to Prepare College Seniors for Wealth Management Careers
03/06/2015
Ex-UBS Wealth Managers said to face French arrests
Tim Cobb, a Zurich-based spokesman for UBS, declined to comment.
03/05/2015
Falcon Private Bank eyes acquisitions as industry consolidates
The last major acquisition by Falcon, which manages around 16 billion francs of assets, was the October 2012 deal for a London-based unit of boutique Clariden Leu from Credit Suisse, including some 2 billion francs in assets.
03/05/2015
Want to Build Lasting Client Relationships? Be a 'Sticky Hub'
Sticky is bad when it’s on the bottom of your shoe, but priceless when it comes to building lasting relationships.
03/05/2015
Stanhope set to launch Jersey office
Stanhope, which is headed by Daniel Pinto, has been active managing portfolios for Channel Islands trust companies since the firm was founded in 2004.
03/05/2015
World's first trillionaire tipped within 20 years
The world is likely to see its first trillionaire in 20 years, and they are likely to have made their fortune in the space industry according to one analyst
03/05/2015
UBS Launches a New Philanthropy Offering for U.S. Clients
Established in 1999, the Foundation is a charitable grant-making vehicle
03/04/2015
Charles Stanley hires Bri CIO to lead Birmingham push
Charles Stanley has hired BRI Wealth Management chief investment officer
03/04/2015
Middle East and Africa private wealth set to hit $7.2t by 2018
Even with the slide in oil prices, the Middle East, Africa and South Asia region is still a major source of substantial wealth creation.