04/21/2015
We selected Multrees as they provided the best technology and service combination allowing us to offer a solution that all defined contribution scheme members between 55 to 75 can access cost-effectively irrespective of the amount of their pension savings
04/21/2015
Old Mutual Wealth’s WealthSelect Model Portfolio Service has exceeded the £1bn mark in assets under management, of which £450m has been directed towards pension accounts.
04/21/2015
RBC and The Old Vic today announced that RBC will become the theatre’s Principal Partner. RBC commits to sponsoring more than 15 productions over the next three years.
04/21/2015
‘This new service not only represents a significant milestone in our digital transformation strategy, but also in our commercial strategy,’ said SGPB Hambros chief executive Eric Barnett
04/21/2015
Brendan McDonagh, Butterfield’s Chairman & Chief Executive Officer said, “We are honoured to have been named best bank in Bermuda in Global Finance’s listing of the world’s best developed market banks.
04/21/2015
The main driver of growth in Asia was undoubtedly Chinese wealth, with China now representing UBS' biggest private banking market outside its home of Switzerland and the United States, Zeltner, the Swiss executive said.
04/20/2015
The biggest wealth management stories of the year so far
The start of 2015 has proved to be a busy few months for the wealth management space
04/20/2015
Webster's Wealth Management Business Falters
The drop from the previous quarter was due to lower unanticipated volume in Webster Investment Services
04/20/2015
UBS has launched a review of its Australian wealth management business, the chief executive of the Swiss bank's wealth management division has confirmed.
04/20/2015
The Swiss bank is integrating its global financial intermediaries unit with its investment products and services division. It has also appointed a new head of investment products and services for Asia Pacific.
04/20/2015
SkyBridge Capital, a firm that invests client money into hedge funds, said in February that it planned to relaunch the show through an affiliate.
04/20/2015
Several investors told Reuters they want the two banks to do a thorough analysis on whether it makes sense to move after Britain raised the bank tax by a third last month.
04/20/2015
The chief executive of Towry, the acquisitive wealth manager and financial planner, says the group is close to launching online services for its clients, as it reveals sharp increases in assets under management and revenues for 2014.
04/20/2015
Standard Chartered's private bank has had a full year figuring out how it would grow and where that growth would come from.
04/20/2015
After the Swiss National Bank abandoned its price cap on the franc in January, some dealers such as Bank of America Corp , Barclays Plc and Goldman Sachs Group Inc approached customers about changing some trades
04/20/2015
Stressing continuity, they seek bigger footprint in U.S., Europe
04/20/2015
Several advisers who admitted to using a cheat-sheet on exams – after Fairfax Media reported of its existence – were retained by Macquarie for long periods after their admissions, according to sources.
04/20/2015
The fund – which is managed by Schroders’ QEP Investment Team – offers investors a different way of accessing the emerging market opportunity set.
04/20/2015
It’s natural enough for a financial adviser’s relatives to become clients
04/17/2015
They’re snapping up restaurants, taking over hotels — even investing in the water supply. But not everyone’s happy. James Ashton reports on the Abu Dhabi super-rich buying up the capital