05/23/2012
Ulrich Hoffmann, currently head of operations in the wealth management unit, will lead the combined department, which will have 7,000 workers, the Swiss newspaper reported in a pre- release of an article to be published tomorrow.
05/23/2012
The strategic discussion at the beginning centered on how to enter each market. And we opened our doors in early 2007and the work and journey since then has been very.
05/23/2012
Strategy consultants MDRC have today published a report on the cost of acquiring a HNW client.
05/23/2012
An economic climate of disappointing growth and volatility could be the 'new normal' for charities, prolonging the challenging fundraising climate, and further shocks cannot be ruled out.
05/23/2012
Kelly Rigas, first vice president and financial advisor in the Private Client Group at RBC Wealth, says she regularly practices this a game with her team that she politely calls “Client Transition Friday.”
05/23/2012
The fund focuses on emerging market companies that offer high and sustainable dividends. The aim of the fund is to provide a return through dividend income and capital appreciation.
05/23/2012
Switzerland could declare in the words of Voltaire, "Lord, protect me from my friends; I can take care of my enemies."
05/22/2012
Private banks are known for their traditional, conservative ethos and European private banks in particular have always trumpeted their long and proud histories - old fashioned client service, together with the warm fuzzy feeling that comes from knowing yo
05/22/2012
Women working in the City earn 21pc less than their male counterparts, new figures on the gender pay gap show.
05/22/2012
“Whether it’s Egypt or concerns about Iran, people consider the UAE a safe haven, the Switzerland of the Middle East,” the bank’s chief investment officer says.
05/22/2012
ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Private Banking businesses.
05/22/2012
The firm will add foreign stock and bond strategies to its U.S.-based mutual-fund unit, open six more Luxembourg-based funds for offshore clients and wrest business from competitors, Niedermeyer said.
05/22/2012
The U.S. is the world’s only super-power, and has not shied from using its economic and diplomatic might to seek and reclaim back taxes, and punish banks who helped hide the money.
05/22/2012
A group of billionaires met to talk about money -- not earning it, but how to best give it away.
05/21/2012
Damn the financial crisis.
05/21/2012
Seven Investment Management is enabling advisers to take deposits and offer clients loans through its platform.
05/21/2012
That's a shame, because things didn't have to get so bitter. Even with rates low, there are some ways for trusts to produce steady, decent-sized payments.The heirs to America's fortunes are growing impatient.
05/21/2012
Credit Suisse, the Swiss banking group, is considering the sale of JO Hambro Investment Management, its UK private client wealth management business.
05/21/2012
Investec Wealth & Investment is to integrate its investment process with that of Williams de Broë (WdB) by September, Wealth Manager can reveal.
05/21/2012
The new office at 3075 Hansen Way has about 16 Merrill Lynch staff catering to the unique needs of Silicon Valley's wealthy investors and employees whoe tend to be younger and more entrepreneurial than Merrill Lynch's more traditional clients in