06/16/2014
Is Coutts’ suitability warning the tip of the iceberg?
‘I think the regulator has spent a number of years warning, advising and throwing “last chance saloon” opportunities at investment companies,’ he said.
06/13/2014
SMBC Trust Bank to expand services for Japanese HNW's
SMBC Trust Bank Ltd. seeks to boost headcount from 170 through hiring as well as transferring staff from Sumitomo Mitsui’s core banking unit, Executive Director Chiharu Yamada said in an interview on June 11.
06/13/2014
Nomura launches new Wealth Management business division
A new Wealth Management business division will be established within the firm’s Retail division, integrating the current Japan Wealth Management Group with the Asia Wealth Management business.
06/13/2014
International Asset Monitor rebrands to IAM Advisory
The change has been effected to reflect the comprehensive range of investment advisory services that the company provides, with detailed performance monitoring and analytics forming only a small, yet important, part of the whole.
06/13/2014
Profits follow Walker Crips' 'substantial transformation' of investment
Group delivers £2.5 million pre-tax profits inclusive of one-off investment disposal gains
06/13/2014
The emphasis for potential mis-selling is not on the investment management side
06/12/2014
Citadel’s profit rise helps Peregrine return to profit
Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.
06/12/2014
What if the caution of the 'super rich' ebbs?
Canny caution or bumbling oversight, the world's richest people have retained huge stockpiles of zero-yielding cash throughout the recent surge in financial asset prices.
06/12/2014
RBC Wealth Management US CEO Reports On 'Blue Water Day'
On June 12, 2014, RBC will be conducting its annual Blue Water Day
06/12/2014
No sale plans for Quilter Cheviot as it undercuts rivals
Quilter Cheviot is undercutting many of its rivals by offering discounted all-in fees of 0.5% to 0.6% in a bid to boost assets.
06/12/2014
Citadel’s profit rise helps Peregrine return to profit
Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.
06/12/2014
UBS Outranks U.S. Wealth Managers as U.K. Banks Retrench
U.S. and Swiss-based institutions continue to dominate the higher reaches of the ranking
06/12/2014
Frontier market specialist collaborates with Kolo Toure to launch Footballers Fund
Launched a fund offering African footballers wealth management solutions
06/12/2014
Wealth company joins finance expert
A FAMILY-RUN North-East wealth company has joined a finance expert
06/12/2014
The deal involves assets of more than €20 billion. The 110 Edmond de Rothschild employees join Caceis, a French bank and asset servicer, on October 1.
06/11/2014
Absa Wealth reinvents itself
Aims to become go-to stockbroker for young South Africans
06/11/2014
Swiss directors beware: that role now comes with an ejector seat.
06/11/2014
More than 300 delegates involving policy makers, research institutes, government agencies, practitioners and scholars are attending the conference.
06/11/2014
Anne Richards, chief investment officer of Aberdeen Asset Management, will be presented the 100 Women in Hedge Funds 2014 European Industry Leadership Award at its London Gala in October 2014.
06/11/2014
Societe Generale Private Banking Hambros (SGPB Hambros), the UK wealth management arm of Societe Generale Private Banking, has launched its new advisory division with nine hires.