08/04/2014
Wealth Managers Enlist Spy Tools to Map Portfolios
Some of the engineers who used to help the Central Intelligence Agency solve problems have moved on to another challenge: determining the value of every conceivable investment in the world.
08/04/2014
New generation wealthy wants more than wealth management
Credit Agricole Private Banking books assets from both Switzerland and Singapore due to the top class financial infrastructure and regulatory compliance of these two booking centres.
08/04/2014
Chairman Douglas Flint said the results showed "a suitably well balanced financial performance" at a time of low interest rates and reduced financial market volumes.
08/04/2014
Swiss Wealth Manager launches wealth platform in Taiwan
New wealth management unit that the Swiss bank is launching in Taiwan.
08/04/2014
HSBC embarked on a strategy two years ago
08/04/2014
One industry expert said the deal would enable Credit Suisse to refocus its resources on its burgeoning prime brokerage business.
08/03/2014
Recently, a UK wealth manager announced a suitability-related review of historic account records.
08/01/2014
Once was a time when what was Swiss was as clear as an alpine lake.
08/01/2014
“Our results are ahead of schedule laid out in the strategic plan,” Chief Executive Officer Laurent Mignon said in the statement.
08/01/2014
Credit Suisse has crunched a mid-year update on its top investment ideas for 2014.
08/01/2014
Rothschild is a so-called second category bank, which also include Geneva-based Lombard Odier and Zurich firm EFG International. These banks will escape prosecution if they detail their wrong-doing with U.S. clients and pay fines under the programme agree
08/01/2014
AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.
08/01/2014
Making money while helping a charity is the aim of a unique fund to list on the sharemarket.
08/01/2014
Under the rebrand, the popular adviser platform Skandia Investment Solutions will not be replaced by an alternative brand name.
08/01/2014
The list is made up of investment managers that do not look the same but that can give exposure that we can change throughout the cycle, based on our view of the world,’ he said.
08/01/2014
Consultancy Baringa Partners' Ben Leighton explores the range of challenges facing wealth managers
07/31/2014
This rise was largely down to the acquisition of Cazenove Capital.
07/31/2014
Schroders has also hiked its interim dividend by 50%
07/31/2014
Arbuthnot Latham’s senior staff undertook a skydive from a plane at Chiltern Park Aerodrome, Oxfordshire to help raise £20,000 for the children’s literacy charity, Beanstalk.
07/31/2014
Wealth & Investment reported strong growth in operating profit.