12/22/2015
Brewin's wealth head Ford focusing on growth
As Brewin Dolphin has become one of the biggest names in the UK wealth sector, Ford’s career has progressed in parallel.
12/22/2015
JPM wealth arms fined $307m over client disclosure failings
JP Morgan has admitted disclosure failures and will pay the SEC $267 million in penalties and disgorgement.
12/22/2015
All members of a team meeting the hurdles will individually receive payouts based on what the team’s highest producer receives, UBS says
12/22/2015
Chief Executive Officer Victor Dodig has sought to expand CIBC’s U.S. wealth-management business, earmarking as much as C$4 billion $2.87 billion as recently as October to pursue takeovers.
12/22/2015
Concurrently the rating agency has affirmed the bank's Baa3/P-3 deposit ratings and the Baa2 cr/P-2 cr long- and short-term Counterparty Risk Assessments; the outlook on the deposit ratings remains stable.
12/22/2015
The move comes amid mounting speculation that talks are continuing to privatise Crown Resorts.
12/21/2015
Rich clients for sale as HSBC appoints advisers to help it clean house
The move to reduce the private bank comes after Stuart Gulliver, chief executive of HSBC, unveiled plans in the summer to help simplify the global group and focus on core markets, including Asia.
12/21/2015
Many private wealth management firms are also approaching wealthy clients as a product mix in the asset allocation portfolio.
12/21/2015
New partnership to expand Wealth Management Services in the GCC market announced
The partnership enhances TAKAUD's investment platform with the addition of Mirabaud fund range, including some of the top performing flag-ship funds.
12/21/2015
The issuer is solely responsible for the content of this announcement.
12/21/2015
The Japanese firm is seeking to expand its capabilities to sell products to pension funds and insurers, and enter private banking and retail markets in the U.S
12/21/2015
Wealth manager plans European acquisitions
Declined to provide details of potential acquisition targets.
12/21/2015
Russian President Vladimir Putin speaks during his end-of-year news conference in Moscow
12/21/2015
Dealmaking in the asset management space is underscored by Loeb president Jamie Kempner's recent strategic alliance
12/20/2015
Global philanthropic giving among the world's ultra wealthy totaled US$112 billion in 2014
12/18/2015
The 53-year-old Ivory Coast native was brought in to rebuild investor confidence and improve returns squeezed by tougher capital standards.
12/18/2015
Gemini Wealth Management have announced that as well as being shortlisted for the Professional Adviser - Adviser of the Year (Midlands) 2016 they have also been awarded Wealth Manager of the Year UK at the 2015 Finance Awards from Wealth & Finance Int
12/18/2015
In this edition we focus on three areas where wealthy individuals may find themselves at risk, and how they can protect themselves.
12/18/2015
Investment adviser launches web-based service aimed at the younger end of the market
12/17/2015
State-owned Italian bank Cassa Depositi e Prestiti (CDP) is to set up a private equity fund to help family businesses, but a family business expert questions to what degree it will achieve its aim of helping them go public.