07/16/2014
Private banks are increasingly seeking the ultra-rich
The ultra-rich are known as a high-maintenance group of clients, typically commanding more sophisticated banking services as well as the best perks from their private banks
07/16/2014
The lines demarcating private banking and wealth management are somewhat blurred.
07/16/2014
London based financial software company, Third Financial Software, have agreed a sponsorship deal with British Triathlete, Laura Fidler.
07/16/2014
The lack of certainty is still palpable
07/16/2014
"Wealth management capabilities are an important element of our contemporary full-service investing model," Mr. Bettinger
07/16/2014
Wealth Management trust, investment and other servicing fees were $311.5 million, up $11.2 million, or 4%, from $300.3 million in the prior quarter
07/16/2014
Private bank to acquire $4.3B RIA, creating $9B wealth management monster
Bank will establish a new, wholly owned subsidiary that will combine its existing wealth management business with that of Banyan Partners. Subject to regulatory approval and customary closing conditions, the transaction is expected to clos
07/16/2014
SJP adviser acquires two advice firms for undisclosed sum
A new legal firm enjoying rapid early growth across the business has acquired two Financial Services businesses to bolster its Financial Management arm.
07/16/2014
Emerging markets - private banking needs differ
A huge, fast-growing client segment can't be reached with traditional wealth management products
07/16/2014
Bank of America's continuing investment in its Merrill Lynch wealth management business caused expenses in its global wealth sector to grow more quickly than revenue in the second quarter.
07/16/2014
Investors are growing more interested in using mobile technology for financial purposes.
07/16/2014
The Asset Management Group, which includes personal wealth management for high-net-worth and ultra-high-net-worth clients, raked in $362 million in revenue in the second quarter,
07/15/2014
Exodus at top firm unit continues
The unit is said to resemble something of a revolving door,
07/15/2014
The majority of high net worth business owners prefer consulting lawyers and accountants over their private banks for planning their wealth transfer to their successors, a new study finds.
07/15/2014
Bit Trade Australia is applying for an Australian Financial Services Licence as the company attempts to test the waters of wealth management and merchant services, despite the risk and volatility surrounding Bitcoin – the world’s most famous d
07/15/2014
The accord came roughly six years after the height of the financial crisis. It is one of several Justice Department probes into the packaging and sale of risky home loans.
07/15/2014
New logos and brand style to be used, with all UK entities now trading simply as Sanlam.
07/15/2014
JPMorgan's stock rose $1.11, or 2 percent, to $57.40 in early trading.
07/14/2014
The buyside-focused unit of the International Capital Market Association – which represents firms including Aviva Investors, Goldman Sachs Asset Management, Pimco and Schroders – has confirmed plans for a meeting in September before the consul
07/14/2014
J.P. Morgan Private Bank wins 'Best Wealth Manager' award globally
Now in their 23rd year, are respected throughout the financial services and private banking industry