11/03/2013
Brooks Macdonald joins with IFA to offer portfolio management
The Bespoke Portfolio service is designed for private clients who require an individual investment portfolio constructed to reflect their investment objectives, tax status, attitude to risk and other personal circumstances.
11/03/2013
Barclays Plc’s South African unit plans to combine its wealth, asset management, stock broking and investment administration businesses.
11/03/2013
The award ceremony was held in Geneva on 30 October 2013.
11/03/2013
The Q3 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.
11/02/2013
One of the City's first "superwomen" is to take advantage of the power of crowdfunding
11/02/2013
Saxo Bank is considering investing in the sponsorship of a leading Formula One racing team
10/31/2013
How Small Banks Are Succeeding in Wealth Management
In banks' furious scramble for wealthy customers' investments, size is sometimes overrated
10/31/2013
Barclays wins Wealth Manager of the Year
To win ‘Wealth Manager of the Year’ is a fantastic achievement
10/31/2013
"We're open to acquisitions if they're aligned to our strategy," he said Friday at the bank's Q3 results presentation.
10/31/2013
Offshore Tax Scorecard: UBS, Credit Suisse, HSBC, Julius Baer
The crackdown has led to charges against UBS
10/31/2013
This is a tax that was introduced with effect from April 2013 and applies to companies (and similar kinds of structures) which own dwellings with an individual value of £2 million upwards.
10/31/2013
Coutts post-RDR ready advice unit has delivered £2 billion in assets under influence over the first nine months of the year, parent group RBS revealed in its third-quarter results.
10/31/2013
The company said the positive fund flows in Consumer and Institutional, together with positive investment returns of 1.4 billion pounds, were offset by a negative foreign exchange impact of 1.5 billion pounds, and Strategic Partner withdrawals of 2.2 bill
10/31/2013
The global economic crisis had knocked South Africa’s giving, cutting the percentage of those ready to dip into their pockets from 2010’s 94% to 91%.
10/30/2013
The Group’s results held up well in the third quarter 2013
10/30/2013
No clear rules for family trusts: UBS
An increasing number of wealthy Chinese are seeking to make better use of their assets and get them properly protected in order to pass them on to the next generation, according to a senior official at UBS Securities Co Ltd. Provided to China Daily
10/30/2013
With bonus reviews now high on the agenda, eFinancialCareers polled over 4,500 financial professionals across seven markets to understand their bonus expectations.
10/30/2013
“Asset growth was supported by strong net collections in Asia and Europe,” Vincent Lecomte, co-head of wealth management, said in an e-mailed response to questions today.
10/30/2013
Camilla Dell’s Black Brick triumphed
10/30/2013
We are honored by these awards, which reflect Northern Trust's deep commitment to innovation in how we serve our clients