10/31/2013
SA’s wealthy among most giving in world
The global economic crisis had knocked South Africa’s giving, cutting the percentage of those ready to dip into their pockets from 2010’s 94% to 91%.
Wealth and Asset Management
10/30/2013
Revenue at BNP Paribas slips, but profit up
The Group’s results held up well in the third quarter 2013
10/30/2013
No clear rules for family trusts: UBS
An increasing number of wealthy Chinese are seeking to make better use of their assets and get them properly protected in order to pass them on to the next generation, according to a senior official at UBS Securities Co Ltd. Provided to China Daily
10/30/2013
Bonus Increases Expected by the Financial Workforce
With bonus reviews now high on the agenda, eFinancialCareers polled over 4,500 financial professionals across seven markets to understand their bonus expectations.
10/30/2013
BNP Lures Asian Millionaires to Counter Asset Management Outflow
“Asset growth was supported by strong net collections in Asia and Europe,” Vincent Lecomte, co-head of wealth management, said in an e-mailed response to questions today.
10/30/2013
Black Brick triumphs at Wealth Management Awards
Camilla Dell’s Black Brick triumphed
10/30/2013
Northern Trust Named "Best Private Bank in the USA"
We are honored by these awards, which reflect Northern Trust's deep commitment to innovation in how we serve our clients
10/30/2013
Investec triumphs in global awards
It was the first time in the event’s history that South Africa was invited to join the survey
10/29/2013
Barclays wealth arm swings into profit
Investment Bank income was down 7%
10/29/2013
Labuan IBFC Showcases Asean’s Top Wealth Management Experts
The ASEAN Wealth Management Summit - How the Rise of South East Asia Heralds a New Era for Global Wealth Management
10/29/2013
Vontobel says inflows of fresh client money slowed in Q3
Vontobel reports stable client assets in the third quarter of 2013 -continued increase in profitability in Private Banking - sustained earning power in Asset Management
10/29/2013
RHJI's Kleinwort Benson to buy BHF-Bank
RHJI said investment firm Blackrock, which was initially set to become a co-investor, decided to withdraw from the deal.
10/29/2013
15% discounted pass to The Future of Private Banking
The conference is your chance to meet like-minded professionals and discuss strategies to adapt to the changing private banking landscape.
10/29/2013
RBC Wealth Management named 'Private Bank of the Year'
Announced at a ceremony in London last night attended by over 700 high net worth individuals, entrepreneurs, philanthropists, wealth managers and society figures, RBC Wealth Management was chosen by a judging panel from a shortlist nominated by Spear&rsqu
10/29/2013
Critchleys placed in the Top 100 financial planning firms for second year
The accolade, which is approved by AKG Actuaries & Consultants, recognises the firms' qualifications, recurring income and commitment to the profession.
10/29/2013
UniCredit CEE Private Banking inks deal with Morningstar
UniCredit CEE Private Banking has entered into an agreement with the investment research firm Morningstar to help support the financial education provided to the bank's clients.
10/28/2013
UBS profit beats forecasts, sees more litigation charges
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/28/2013
Wealth division contributes to strong ANZ result
The global wealth division saw a 6% increase in net funds management and insurance income year-on-year, as well as a 2% reduction in operating expenses along with a favourable non-recurring tax benefit.
10/28/2013
Standard Chartered says profit growth up by low-single digit so far this year
Stanchart's shares have been hit by concerns about a slowdown in Asia derailing its decade-long growth.
10/27/2013
The Future of Private Banking
Adapting to new client and regulatory expectations: industry leaders explore strategies for success