11/13/2014
Merrill Lynch 'goals-based' accounts to reach $200 billion milestone
Consultant says the wirehouse's overhaul of its managed accounts platform fits “fiduciary era”
Wealth and Asset Management
11/13/2014
Wealth Management is Good for Banks
Fitch Ratings has released a statement saying that U.S. banks are moving in the right direction expanding their wealth management divisions and offerings.
11/13/2014
Swiss Private Bank to invest in Israeli startups
The bank seeks new opportunities for the affluent clients of its wealth management business
11/13/2014
Puilaetco Dewaay to buy UBS private bank in Belgium
The Swiss bank manages more than 3 billion euros in assets and employs 60 staff, including 20 private bankers
11/12/2014
Russia and France: Shifting Perspectives
In the recent past we have seen dramatic changes in the tax environment potentially affecting Russian and French private clients with wealth outside their home territories.
11/12/2014
UBS says has 86.55pc of shares tendered so far in share swap
UBS launched the share-swap programme in September.
11/12/2014
Swiss private bank restructures insurance-linked securities operations
To provide a clear separation between the actively managed ILS fund management work,
11/12/2014
Clarkson Wayman Ball outsources investment to Brooks Macdonald
Clarkson Wayman Ball managing director Graham Clarkson says the firm’s clients benefit from his team’s skills and services, but the better investment management expertise of Brooks Macdonald will improve the IFA business further.
11/12/2014
Investors flock to Las Vegas to hear pitches from marijuana companies
More than 200 high net-worth investors have descended upon Las Vegas to hear pitches for marijuana companies hopeful to cash in.
11/12/2014
US Banks' Shift to Wealth Management Generally Positive
Efforts by many US banks to offer more wealth-management capabilities are generally positive for diversifying earnings and increasing revenue per customer, as growth in core bank products remains tepid and net interest margins compressed
11/10/2014
Barclays "Wealth Manager of the Year" in the Middle East
In recognition of its continued leadership in the Wealth Management industry in the region, Global Investors named Barclays the Wealth Manager of the Year in the Middle East.
11/10/2014
Today's wealth management firms are casting a wider net
Wealth management is an industry much changed from years passed.
11/10/2014
The master who teaches the Merrill herd to graze on wheatgrass and chia
A wellness guru who has gained influence under John Thiel's leadership of Bank of America's Merrill Lynch wealth management business.
11/10/2014
Private Wealth Latin America and the Caribbean: A Forum
Two days of panels, discussions and networking were well attended by industry representatives from family offices, asset management firms, hedge funds, private equity and domestic and international banks.
11/10/2014
Sands prepares to pitch to StanChart investors
Shareholders will be looking for more reassurance that the bank’s new structure will deliver cost savings and growth.
11/10/2014
What was Ansbacher?
Wealthy clients opened offshore trusts and lodged money through him
11/10/2014
Stifel Completes Acquisition of 1919 Investment Counsel & Trust Company
1919 Investment Counsel provides customized investment advisory, trust and family offices services,
11/10/2014
Swiss Gold Vote Approval Would Boost Reserves
Switzerland is set to become the third-biggest gold holder should voters choose this month to force the Swiss National Bank to increase its bullion reserves.
11/07/2014
Pensions freedom a ‘bumper’ opportunity for advisers - St James’s Place
Next year’s pension liberalisation will provide a “bumper” opportunity for advisers
11/07/2014
ABN AMRO Aligns Diamond, Jewelry Sector Under Corp. Banking Segment
The bank renamed its commercial and merchant banking segment to just corporate banking and its mission is designed with a sector-based approach that includes commercial clients, international clients and capital markets solutions.