10/25/2012
SEI has announced that it has extended its multi-year strategic partnership with SunTrust Banks, Inc. through 2020. As part of the new agreement, SEI will now handle securities processing functions for SunTrust's Private Wealth Management business.
10/24/2012
We are extremely proud to see RBC Wealth Management recognized for its strength
10/24/2012
The award was announced at the 22nd annual PBI Wealth Management Summit in Singapore. Since first being held over two decades ago, the event has grown significantly and now draws a large number of influential industry specialists, private bankers and exe
10/24/2012
Raymond James Financial has reported record annual net revenues for the fiscal year 2012 of $3.8 billion, up 14 percent from last year, and record annual net income of $295.9 million, up 6 percent from last year.
10/24/2012
SEI Investments reported net income of $50.7 million, or 29 cents per share
10/24/2012
Emphasis is moving away from performance relative to benchmarks and toward investor outcomes
10/24/2012
The Group invested $1.3 billion in targeted growth initiatives in 2012 with productivity improvements driving flat expenses HOH and positive revenue/cost jaws YOY and HOH.
10/24/2012
Private Banking with 3Q12 net revenues of CHF 2,591 million and pre-tax income of CHF 689 million
10/24/2012
Barclays also won ‘Best Private Bank – India’ for the second year running, and ‘Best Private Bank – Japan’ for SMBC Barclays, a private banking joint venture between Sumitomo Mitsui Banking Corporation (SMBC), Barclays
10/24/2012
The findings come from Legal & General Investments' What Matters Investment Index which investigates investors' views of the market which is now in its third year.
10/24/2012
Skandia is planning some big structural changes ahead of the Retail Distribution Review
10/23/2012
The national IFA has told around 50 of its 200 advisers who advise more than 250 clients to cut numbers by January.
10/23/2012
Executives of the bank were locked in a board meeting in New York on Tuesday to thrash out details of the plan.
10/23/2012
Fund Run by Bank Loses High-End Residential Tower to Foreclosure as Rules on Property Purchases Hit Luxury Market
10/23/2012
There is nothing remotely downmarket, or even middle-market, about Coutts, the British bank that has, traditionally, advised the monarchs of the United Kingdom on their financial affairs.
10/23/2012
The total annualised rate of net inflows of 5.5% (2011: 8.2%) in Rathbone Investment Management for the nine months ended 30 September 2012
10/23/2012
Citigroup overtook UBS AG to become the top private bank in the Asia-Pacific last year when assets managed by the industry fell, industry publication Private Banker International said on Wednesday.
10/23/2012
The combined AuM of the Top 20 slipped from $1,105bn to $1,099bn
10/23/2012
The bank, which manages $400 billion in assets, is working to obtain the necessary permits from Israeli regulators in order to launch operations.
10/23/2012
Amid Softening Retail Demand, Barclays Claims Top Spot in Europe, While HSBC, J.P. Morgan and Barclays Lead in the U.S.