05/09/2014
Ex-Skandia head of wealth planning launches consultancy
Plans to offer consulting to the wealth management industry internationally but will focus initially on both the UK and Europe.
05/09/2014
There are significant opportunities for clients and trustees to adopt best practices and benchmarking from museums.
05/09/2014
Credit Suisse faced increased opposition from shareholders to its pay plan on Friday, as the Swiss lender became the latest major bank to come under attack over
05/08/2014
The Asset releases Triple A Private Banking, Wealth Management, Investment Awards rule book
The Asset has issued the rule book for The Asset Triple A Private Banking, Wealth Management and Investment Awards 2014.
05/08/2014
It has also licensed a number of its flagship products to Asian asset managers seeking to provide investors exposure to European stocks through passive investment vehicles such as ETFs.
05/08/2014
The following commentary on the Group’s first quarter performance excludes the impact of the UK bank levy, estimated to be around US$350 million for the full year, and the Own Credit Adjustment. Unless otherwise stated, all comparisons will be made
05/08/2014
Those that have launched wealth management and private banking programs for foreign customers have already withdrawn their business, and the others are postponing their plans.
05/08/2014
Micro cap UK/Europe, and EM equity should be the big surprises,’ of 2014
05/08/2014
The 53-year-old is the front-runner to become Labor Party leader to replace Jens Stoltenberg
05/08/2014
Retail investors in the U.S. looking for ways to play the stock market have several startups offering them services, and now Motif Investing has raised $35 million in late-stage funding from new backers to take its services worldwide.
05/08/2014
Arbuthnot Banking Group PLC Chairman Henry Angest Thursday told shareholders the company has started 2014 well.
05/08/2014
Axa Wealth has reported a 20 per cent increase in Q1 sales, from £689m last year to £827m this year, driven by a surge in Isa new business.
05/07/2014
Middle East’s ultra-rich eye second nationality
The highest number of wealthy business people seeking second citizenship comes from Pakistan, followed by Lebanon, Egypt and Syria.
05/07/2014
Coutts braced for hit from US tax inquiry into Swiss bank clients
Coutts said it was ‘taking a judicious approach to its involvement’ with the US Department of Justice settlement
05/07/2014
BRI Wealth Management grows with Shropshire acquisition
The expansion means that BRI will have a second office in the Bridgnorth area, which will continue to be run by existing Walter Financial Planning staff.
05/07/2014
European Wealth has completed the reverse takeover of its parent group and this morning began trading on AIM.
05/07/2014
HSBC Holdings' reported profit before tax fell by 20% in the first quarter to US$6,785m compared with US$8,434m in the corresponding period in 2013.
05/07/2014
Standard Chartered PLC has come under fire from investors for its pay policies.
05/07/2014
Chief executive Elliott Weissbluth says adding new platforms will help the firm achieve a business model
05/07/2014
Lisa Detanna at Raymond James of Beverly Hills, CA has been honored with a recognition by Los Angeles Business Journal