08/06/2014
Canaccord Genuity Group Inc. reports first quarter fiscal 2015 results Excluding significant items, first quarter diluted earnings per share of $0.20 driven by significant increases in Canadian and US investment banking revenues (1)(All dollar amounts ar
08/06/2014
Wealth managers de-risking on fear of correction
Could cash reign again?
08/05/2014
In a statement, Itaú said the decision to exercise an option to buy the rest of MCC showcases "its clear commitment to the Chilean market
08/05/2014
Call it the XX factor for investing
Men Had Their Chance; New Funds Bet on Women
08/05/2014
Russian Finance Ministry to exclude Malta from offshore zones
The provisions of the conventions are the same as for most similar documents, which are that a company affiliate’s profits are subject to taxation in the country of location.
08/05/2014
Wealth management division changes hands
The firm has purchased the company for an undisclosed sum
08/05/2014
SEB Wealth Management has committed €16.4m from 10 of its pension funds in Estonia, Latvia and Lithuania to investment in small and medium-sized enterprises in the Baltic region via the BaltCap Private Equity Fund II
08/04/2014
Private Banks need to adapt to changing needs of the region
Regional and local banks are fast emerging as serious competition to global private banks operating in the region
08/04/2014
Rise of the new philanthropists
I'm excited less by financial donation and more with how we can give back to communities
08/04/2014
Leading Swiss Private Bank plans wealth management expansion
The Zurich-based firm ranked as the world’s biggest wealth manager for a second straight year
08/04/2014
Wealth Managers Enlist Spy Tools to Map Portfolios
Some of the engineers who used to help the Central Intelligence Agency solve problems have moved on to another challenge: determining the value of every conceivable investment in the world.
08/04/2014
New generation wealthy wants more than wealth management
Credit Agricole Private Banking books assets from both Switzerland and Singapore due to the top class financial infrastructure and regulatory compliance of these two booking centres.
08/04/2014
Chairman Douglas Flint said the results showed "a suitably well balanced financial performance" at a time of low interest rates and reduced financial market volumes.
08/04/2014
Swiss Wealth Manager launches wealth platform in Taiwan
New wealth management unit that the Swiss bank is launching in Taiwan.
08/04/2014
HSBC embarked on a strategy two years ago
08/04/2014
One industry expert said the deal would enable Credit Suisse to refocus its resources on its burgeoning prime brokerage business.
08/03/2014
Recently, a UK wealth manager announced a suitability-related review of historic account records.
08/01/2014
Once was a time when what was Swiss was as clear as an alpine lake.
08/01/2014
“Our results are ahead of schedule laid out in the strategic plan,” Chief Executive Officer Laurent Mignon said in the statement.
08/01/2014
Credit Suisse has crunched a mid-year update on its top investment ideas for 2014.