09/05/2013
FREE White Papers
The Wealth Report provides the definitive global perspective on prime property and wealth
Wealth and Asset Management
09/05/2013
Brooks completes regional footprint with Leamington Spa office launch
The Warwickshire office will be headed by investment team director Mike Divers, who is relocating from London, and takes the number of regional offices up to 11 across the UK and Channel Islands.
09/04/2013
Wealth Managers Recoup Pre-Crisis Asset Levels
Advisors bear substantial reputational risk in determining how to proceed
09/04/2013
Foreign banks target Chinese wealthy
Overseas investment may become more of a choice for China's richest families as foreign private bankers are looking at offshore opportunities for their Chinese customers to avoid tougher regulations in the country, a PricewaterhouseCoopers survey sai
09/04/2013
Banks Relationship Managers Spending Less Time With Clients: PwC survey
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.
09/04/2013
UBS poised to unveil cuts and writedowns
The bank, one of hardest-hit in Europe by the financial meltdown
09/04/2013
Brewins, Brooks and Quilter Cheviot sign up to new DFM service
The firm said the new tool has been designed to enable financial advisers to consolidate their work
09/04/2013
Cheltenham wealth manager buys £60m client book
Cheltenham-based weatlh management firm has acquired the client book of Kent-based Valiant Financial Consultants Ltd
09/04/2013
Wells Fargo Deploys Standards Across Global Operations
Wells Fargo takes a different approach to global operations from many of the other banks participating at the SWIFT Sibos conference in Dubai this month.
09/03/2013
EFG International adopts new logo
Given the cohesive nature of EFG International’s international private banking business (spanning some 30 locations worldwide), it will increasingly seek to project a unified approach under the marketing name, “EFG”.
09/03/2013
Law firms that want growth should look to private-client work
Law firms focusing on private clients were among the UK’s best performing
09/03/2013
Hargreaves profits jump 28%
Hargreaves Lansdown has reported a rise in assets under administration, profits and client numbers while revealing further progress in pricing.
09/03/2013
UBS Chairman Says Not Focused on Acquisitions in Short Term
UBS AG chairman Axel Weber said the Swiss bank was focused on meeting new bank safety rules rather than pursuing acquisitions,
09/03/2013
CIBC now seeking wealth management acquisitions of more than C$1 billion
CIBC is focusing on wealth management because it offers steady fee-based income and requires very little capital to run.
09/03/2013
SJP: Our charges are easier for clients to understand
Multiple hourly charges for advice could be as “complicated” for consumers to understand as energy bills, the marketing director of St James’s Place has claimed.
09/02/2013
Edmond de Rothschild Completes Overhaul of Asset Management Division
The Edmond de Rothschild Group, with more than 55 billion Swiss francs (close to 45 billion euros) under management, aims to raise a further 25 billion Swiss francs by 2016
09/02/2013
ARC Private Client Indices and ARC Charity Indices are now available.
The latest performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
09/02/2013
Companies Poised to Succeed in Wealth Management - Morningstar
Morningstar, Inc a leading provider of independent investment research, today published its inaugural issue of Financial Services Observer
09/02/2013
Genworth Closes Sale of Wealth Management Units
Genworth Financial, Inc. announced today it has closed the sale of its Wealth Management business, including Genworth Financial Wealth Management and alternative solutions provider
09/02/2013
Fiera Capital Acquires Wealth Management Firm
Fiera Capital Corporation announced today that it has reached agreements to acquire a prominent U.S. wealth management firm and, separately, a global asset manager as part of its strategy to expand into the U.S. market.