09/30/2013
Five things rich donors want charities to know
They don't like being approached at dinner parties
Wealth and Asset Management
09/30/2013
Charles Stanley Says Half-Year Results To Meet Expectations
Charles Stanley Group PLC Tuesday said it expects its first-half results to be in line with expectations after a strong first-quarter performance offset a second quarter muted by the holiday period.
09/30/2013
Swiss private bank opens branch in Mannheim
The bank now has a total of eight offices in Germany
09/30/2013
AFH Wealth management on the acquisition trail again
This acquisition marks the Company's 15th acquisition since listing on ISDX in June 2011 and the second since The Retail Distribution Review (RDR) was implemented on 1 January 2013.
09/30/2013
StanChart Pte Bank Open to Acquisitions for Growth
Standard Chartered Private Bank is open to growth via acquisitions, as more consolidation is on the cards for the Asian private banking industry
09/30/2013
Edmond de Rothschild Merges Mmultiple Funds in Restructuring Effort
'We are in the process of bringing more clarity and simplification to the product range as we plan to strengthen our platform in Luxembourg,' said Nicolas Dubourg,head of investment solutions at the group.
09/30/2013
Intermediaries More Positive on Emerging Markets Despite Fear of Slowing Growth in China
A third of intermediaries believe their clients should increase exposure to emerging markets, up from just over a quarter in the last survey
09/30/2013
Saunderson House hires Citi man to lead growth strategy
I look forward to helping Saunderson House strengthen its position as one of the UK’s leading wealth managers and financial planners
09/30/2013
Bank of America Simplifies Corporate Structure
Bank of America announced today that it has completed the merger of its Merrill Lynch & Co., Inc
09/30/2013
Baird & Co. Opens Singapore Office as Asian Gold Demand Rises
Baird & Co., a U.K. precious-metals dealer, opened an office today in Singapore as physical demand for gold rises in Asia.
09/30/2013
CRMnext, Asia's No. 1 CRM Solution Launches Advance Wealth Management Solution
CRMnext, Asia #1 CRM solution in the financial services industry, announces the launch of its advance wealth solution for wealth management
09/30/2013
Apcims members approve Wealth Management Association rebrand
This is a big step forward for our Association
09/30/2013
Private Banking Special: Eduardo Leeman, Falcon Private Bank
Dubai has become an increasingly popular place to book assets following tighter regulations in traditional safe haven
09/29/2013
State Street moves to woo advisers
SSgA intends to hire around 10 staff to add to existing teams in Switzerland, Italy, Germany and the UK
09/29/2013
UBS bootcamp readies private bankers for new front in wealth management
The wealth management industry is in the midst of a paradigm shift, from being about relationships to being about advice
09/29/2013
Standard Life completes £83.5m acquisition of Newton Private Clients
Standard Life plc announces that Standard Life Wealth, one of the UK's fastest growing discretionary fund management businesses, has successfully completed the acquisition of Newton Private Clients from Newton Management Limited.
09/27/2013
PAM Insight Hosted a Successful Dinner for Private Client Wealth Management CEOs
Thirty-three discretionary wealth management CEOs enjoyed dinner and discussion on ‘Tackling Current Issues and Looking Ahead to 2014’, organised by Wendy Marston Events, on behalf of PAM Insight.
09/27/2013
Bob Diamond Backs Barclays' £6bn Cash Call
Bob Diamond, the former boss of Barclays, is to spend up to £6m backing the bank's £6bn cash call after acknowledging it has become a "better and stronger institution".
09/26/2013
Coutts hosts client investment breakfast
Coutts yesterday hosted a client investment breakfast at The Alderley Edge Hotel in Cheshire.
09/26/2013
Wealth manager outlook: welcome to the 20mph recovery
We are probably judging economic growth by the wrong scale