10/30/2013
Investec triumphs in global awards
It was the first time in the event’s history that South Africa was invited to join the survey
Wealth and Asset Management
10/29/2013
Barclays wealth arm swings into profit
Investment Bank income was down 7%
10/29/2013
Labuan IBFC Showcases Asean’s Top Wealth Management Experts
The ASEAN Wealth Management Summit - How the Rise of South East Asia Heralds a New Era for Global Wealth Management
10/29/2013
Vontobel says inflows of fresh client money slowed in Q3
Vontobel reports stable client assets in the third quarter of 2013 -continued increase in profitability in Private Banking - sustained earning power in Asset Management
10/29/2013
RHJI's Kleinwort Benson to buy BHF-Bank
RHJI said investment firm Blackrock, which was initially set to become a co-investor, decided to withdraw from the deal.
10/29/2013
15% discounted pass to The Future of Private Banking
The conference is your chance to meet like-minded professionals and discuss strategies to adapt to the changing private banking landscape.
10/29/2013
RBC Wealth Management named 'Private Bank of the Year'
Announced at a ceremony in London last night attended by over 700 high net worth individuals, entrepreneurs, philanthropists, wealth managers and society figures, RBC Wealth Management was chosen by a judging panel from a shortlist nominated by Spear&rsqu
10/29/2013
Critchleys placed in the Top 100 financial planning firms for second year
The accolade, which is approved by AKG Actuaries & Consultants, recognises the firms' qualifications, recurring income and commitment to the profession.
10/29/2013
UniCredit CEE Private Banking inks deal with Morningstar
UniCredit CEE Private Banking has entered into an agreement with the investment research firm Morningstar to help support the financial education provided to the bank's clients.
10/28/2013
UBS profit beats forecasts, sees more litigation charges
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/28/2013
Wealth division contributes to strong ANZ result
The global wealth division saw a 6% increase in net funds management and insurance income year-on-year, as well as a 2% reduction in operating expenses along with a favourable non-recurring tax benefit.
10/28/2013
Standard Chartered says profit growth up by low-single digit so far this year
Stanchart's shares have been hit by concerns about a slowdown in Asia derailing its decade-long growth.
10/27/2013
The Future of Private Banking
Adapting to new client and regulatory expectations: industry leaders explore strategies for success
10/27/2013
Baird takes over wealth management consultant
Alpha provides a range of consulting services and employs nearly 100 consultants in Luxembourg, New York and Paris
10/27/2013
Single middle managers better in wealth management, survey reports
This is a key finding in Fidelity Worldwide Investment’s survey on wealth management by singles.
10/27/2013
Singapore’s wealthy help drive global property demand
Private investors have turned to real estate as a "safe haven" for wealth preservation
10/27/2013
Nutmeg unveils performance after fees & tells wealth firms to follow suit
Its investment team includes chief investment officer (CIO) Shaun Port, who has 20-years’ experience devising investment strategies, and renowned economist John Kay.
10/27/2013
Psigma Investment Management announces completion of acquisition of Axa Framlington's private client business
Psigma Investment Management today announces the completion of the acquisition of AXA Framlington’s private client business.
10/26/2013
US tax probe leaves Swiss bankers afraid to travel
Swiss banks and industry representatives are increasingly cautioning bankers who have worked with US clients to refrain from travelling outside Switzerland, the paper reported.
10/26/2013
Belgium claims millions in tax over Swiss accounts
Belgian tax inspectors are claiming more than 367 million euros in taxes from wealthy Belgians who kept accounts with HSBC Private Bank in Switzerlan