05/21/2014
Swiss Finance Minister Eveline Widmer-Schlumpf expects other banks to reach agreements soon to settle U.S. investigations into tax evasion after Credit Suisse Group AG announced a deal late yesterday.
05/21/2014
It has been adapted in some 30 countries with local brand identities and in 11 different languages.
05/21/2014
UK Private Bank appoints new CEO
He has had a 30-year career in banking
05/21/2014
Cazenove wealth management clients with less than £200,000 for bespoke portfolios may be offered Diversity range
05/21/2014
Firms beginning to feel the pressure to diversify their ranks
05/21/2014
Asiabiz Services shares how Singapore’s rise to global financial dominance came about.
05/21/2014
Chantrey Vellacott has been named as one of the top 25 private client accountancy firms in the UK.
05/21/2014
Successfully transferring wealth to your heirs is a challenging but priceless undertaking.
05/21/2014
In an effort to provide timely information to investors about general trends in our major business segments, we are releasing selected operating data for April 2014.
05/19/2014
INTERVIEW: José Jiménez - CEO, March Gestión de Fondos
On active vs passive management, the wine sector and more.
05/19/2014
Banque Cramer clinches deal to buy wealth manager
Both banks' private banking philosophy and strategy as well as their expertise and experience are ideally complementing each other.
05/19/2014
BMO recognized for its comprehensive wealth management services, array of local and global expertise and innovative investment and financial solutions
05/19/2014
Wealth management firm acquires mortgage aggregator for $17.6 million
chief executive Tim Brown said that all of Vow's existing staff would be retained and Vow chairman Peter Neustadt said that this was a "welcome strategic move for the Vow business."
05/19/2014
BNY Mellon has partnered with Goldman Sachs Asset Management to expand the range of competitive strategies available to high-net-worth Asian investors on BNY Mellon’s separately managed accounts platform, Spectrum.
05/19/2014
“About 70% of family businesses fail in the second generation,” Deans told the Discovery financial planning summit last week.
05/19/2014
Promotions across Barclays Wealth and Investment Management in the Channel Islands
Barclays Wealth and Investment Management has promoted 12 employees across its Guernsey and Jersey operations in its 2014 promotions round.
05/19/2014
IFG gets off to strong start with trading in line with expectations
Financial services group IFG said it had a good start to the year, with trading in line with expectations as momentum in new business was maintained.
05/19/2014
According to the FCA there is in fact no minimum professional standard for those with CF30s, although this can vary from role to role dependent on the scope of their responsibilities.
05/19/2014
Deutsche Asset & Wealth Management launches new fund
Alternative mutual funds are a critical part of our overall Americas strategy
05/19/2014
Our industry has made great strides in recruiting, retaining, and promoting women