12/04/2012
UBS' new adviser pay rewards cross-selling
UBS Wealth Management Americas released its 2013 compensation plan to its financial advisers on Tuesday, announcing changes that will give them incentives to sell a wider range of products and bring in more revenue.
12/04/2012
Profit before tax £29.9 million (
12/04/2012
Nationally ranked by Barron's as a top independent wealth advisor, Mariner adds 13 wealth management professionals and continues to expand its national footprint
12/04/2012
"We are delighted that both California Wealth Transitions and Overlake Partners have chosen to partner with us."
12/04/2012
The Zurich-based bank will move its debt and equity capital markets, and corporate advisory businesses to London
12/03/2012
The corporate landscape in Europe, the middle east and Africa (EMEA) is healthier than people might expect
12/03/2012
From baseball players requesting their bonuses before Dec. 31 to millionaires lobbying for higher taxes on themselves, America’s wealthy are weighing in on the debate over the US “fiscal cliff.”
12/03/2012
In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows.
12/03/2012
The Credit Suisse reorganisation contrasts with hometown rival UBS, which is abandoning most fixed-income activities in favour of its flagship private bank as tough Swiss capital rules begin eating into investment banking profits.
12/03/2012
UBS is closing four branches in Germany that serve wealthy clients and cutting up to 35 jobs as it seeks to improve profitability.
12/02/2012
Wealth managers are rushing to set up tailored services for increasing numbers of foreign millionaires applying for investor visas to stay in the UK, with wealthy Russians leading the surge.
12/02/2012
Do You “Like” Your Wealth Manager?
Responding to the startling rise of social media, the majority of leading private banks and wealth managers are improving in deploying certain elements of social media and some platforms but, for the most part, lack effective social media strategies.
12/02/2012
The CWM operations will be fully integrated into Fiera Capital Private Wealth's existing business.
12/02/2012
Not only are vacancies growing but so too are salaries as banks beef up their compliance functions
12/02/2012
Rowan Dartington’s Coxell has said platforms focus too much on collective investments.
12/02/2012
This is the second acquisition by Saltus in 2012 after the group acquired Midlands-based discretionary fund manager Montague Capital in August 2012.
12/02/2012
Coutts Adds Two To Board
11/29/2012
Swiss private bank sees huge interest in gold equities in 2012
"We see great opportunities there as gold mining stocks trade at big discounts to gold."
11/29/2012
Australian financial advisers look set to finish 2012 in a better mood, according to the latest research released by Wealth Insights.
11/29/2012
The deal will likely smooth the path for the Tokyo lender