09/04/2014
In-house fund dilemma: Wealth managers split over future of products
The FCA is expected to reveal its findings at the end of September
Wealth and Asset Management
09/04/2014
CIBC Raises Ceiling on Wealth Deals to $1.8 Billion
The bank’s largest wealth-management deal was its August 2011 purchase of a 41 percent stake in American Century Investments for $848 million.
09/04/2014
Succession assures more acquisitions
“Dynamic firms need to carefully consider their choice of partner in order to realise their ambitions.”
09/04/2014
Leading Swiss Private Bank adds Canada to its operations
The Zurich-based firm said it’s focusing on a niche group of affluent Canadians whose financial needs aren’t being met by domestic banks or foreign companies with private-wealth operations.
09/04/2014
Banks Package Longevity Risk for Institutions and Wealthy Investors
Leave it to Wall Street to come up with a new product that solves the “problem” of longer life spans
09/03/2014
A wealth manager is someone who wanted to be a banker, but didn’t have the personality for it
Disruption shakes up tradition-bound industry
09/03/2014
BLME and Bank Muamalat to collaborate on Islamic private banking
Bank of London and The Middle East plc (BLME) announced today that it has signed a Memorandum of Understanding (MoU) with Bank Muamalat Malaysia Berhad (Bank Muamalat).
09/03/2014
Citigroup to Make Up for EU Bonus Cap with Allowances
The move aims to compensate the officials for what they lose as a consequence of the latest EU rules.
09/03/2014
Tony Blair's GQ Philanthropist Award reaction: 'it was a very bad year for philanthropy'
The choice to give the award to Tony Blair has baffled many - but has served to give an iota of relevance to the GQ Awards
09/03/2014
Push for Australia's wealthy to match US philanthropy levels
For the richest Australians, when they're not making money, the question is how to give it away?
09/02/2014
Cambridgeshire IFA gets nod on discretionary permissions
The firm manages around £85 million of clients’ assets in the portfolios.
09/02/2014
MUBE orders industrial action at HSBC’s wealth management division
The union said that this employee’s right to be included under the same terms and conditions detailed in the agreement covering wealth management employees signed on April 2013 was not being recognised by the bank.
09/02/2014
Psigma: ‘Back to basics’ wins IFAs over
A combination of performance and customer service has won increasing amounts of business through the IFA market
09/02/2014
Bank Muamalat To Launch Islamic Private Banking Within A Year
Bank Muamalat Malaysia Bhd expects to launch Islamic Private Banking within a year to cater to the growing demand for the service.
09/02/2014
Ex-Barclays pair join European Wealth
With European Wealth's strong investment performance, delivering above average returns for clients, and an emphasis on delivering a personalised service through local, trusted professionals
09/02/2014
ABN AMRO further strengthens private banking in Europe
Following this transaction Bank will serve about 20,000 clients with approximately EUR 34 billion assets under management.
09/02/2014
Novia takes £250k stake in advice firm
County Life & Pensions includes the Sterling McCall network.
09/02/2014
Speakers confirmed for Guernsey Trust event
The agenda for the day includes a variety of panel sessions
09/02/2014
Rothschild-Backed Fidelity of Ghana to Double Branches
Competition among banks is increasing as lenders seek to tap segments of the population who don’t use banking services
09/02/2014
UOB Private Bank sponsors CNBC's Managing Asia Succession Planning Series
Featuring leaders from the first to the fifth generation as they share their insights, experiences and strategies on how they are ensuring the sustainability of their companies and creating enduring legacies.