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Wealth and Asset Management

01/23/2015

Jeremy Paxman to pose the questions at Jersey funds event in London

Former BBC Newsnight anchor, Jeremy Paxman, will be asking the questions about the prospects for the international funds industry when he is the moderator at this year’s Jersey Finance funds conference in London on March 19.

01/23/2015

RBC CEO sees no need for big acquisitions after City National deal

I wouldn't call it a one-and-done, but we don't need to make other acquisitions to achieve our goals

01/23/2015

Raymond James' recruiting bump will boost next quarter

Recruiting remains robust ... so we should have a tailwind in that area

01/23/2015

St. James’s Place Started Talks to Explore Middle East Base

St. James’s Place last year bought Singapore-based advisory business Henley Group Ltd.

01/23/2015

Olympics group calls on wealthy executives

‘Founders 100’ entry donation is $50,000

01/23/2015

UBS' Smiles Tells Asia's Wealthy to Diversify -- Barron's Asia

UBS Wealth Management put out a note to its private bank clients detailing how the move would hurt Switzerland's growth and the stocks of Swiss companies dependent on revenues in other currencies.

01/23/2015

London wealth manager buys IFA to boost assets by £150m

The combined business will manage £420m of assets and employ 21 staff across two offices.

01/23/2015

St James’s Place fund hits asset record

The number of partners also grew faster than expected at nine per cent year-on-year

01/22/2015

Swiss Lenders Pitch 'Superior' Banking Services

Swiss bankers are now pitching 'superior banking' services to their prospective clients

01/22/2015

Growing numbers of ‘super rich’ will need generalist advice

Australia's growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report reveals.

01/22/2015

Aberdeen Asset could make small acquisitions

Aberdeen Asset Management is not looking for any major acquisitions following its purchase of Scottish Widows Investment Partnership

01/22/2015

Intesa considers float of private banking arm

Intesa Sanpaolo is considering a flotation of its private banking

01/22/2015

CORRECTION - RBC to Acquire Premiere U.S. Private and Commercial Bank

RBC supports a broad range of community initiatives through donations

01/22/2015

Intesa Sanpaolo's private bank plan may save divi

Italy is rarely top of mind as a private banking destination, though plenty of local lenders and insurers ply their trade in its over-banked market.

01/22/2015

Baer CEO Collardi Says Not Among Bidders for RBS’s Coutts Unit

Asked whether the bank is considering a bid for Coutts International, he said, “we are looking from the outside for the time being.”

01/22/2015

Resumption of Royal Mint Refinery Branded Bullion Products Announced

The Royal Mint have announced that after an absence of 47 years from the bullion bar & ingot product field, they will resume production of these items with the exclusive RMR or Royal Mint Refinery brand proudly displayed.

01/22/2015

Citywealth IFC Awards winners announced

The Citywealth International Financial Centre Awards took place last night at the Grange City Hotel in London

01/22/2015

J.P. Morgan's Dimon slated to receive pay increase

The details of Mr. Dimon's pay package are expected to be released Thursday.

01/22/2015

St. James’s Place Started Talks to Explore Middle East Base

The company reported 1.38 billion pounds ($2.1 billion) of net inflows in the fourth quarter, sending assets under management to a record 52 billion pounds, according to a statement.

01/21/2015

The growing issue of social media for wealth managers

Undoubtedly firms have to preserve their image and the episode once again underlined the fact that most companies do not yet have a formal procedure in place for dealing with social media.

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