01/12/2015
Pershing Launches Retirement Plan Network to Help Advisors
Pershing’s Retirement Plan Network is an open-architecture platform that allows advisors to connect to independent recordkeepers, hold assets in custody, and to leverage an integrated suite of investment products, retirement plan tools and practice
01/12/2015
Zimbabwe’s stocks, the cheapest among African shares, aren’t a buying opportunity for Investec Asset Management, which says consumers and banks in the southern African country are continuing to struggle.
01/11/2015
Commercial and residential property in London has become a popular safe haven for investors from places such as Russia, China and southern Europe as a result of the financial crisis, and office prices have bounced back strongly from the lows.
01/11/2015
UBS Group AG, Switzerland's biggest bank, has lost two more blue-chip corporate broking clients
01/10/2015
If the New Year’s resolution of Goldman Sachs Group Inc. and UBS Group AG was to secure the lead in 2015’s ranking of stock-sale underwriters, they may have pulled it off in record time.
01/09/2015
Old Mutual currently has a 26 percent stake in its joint venture.
01/09/2015
Some financial advisers have clients with more than £250,000 to invest
01/08/2015
Coutts International has plenty of attractive assets to offer its many possible new owners. Julius Baer looks the best fit.
01/08/2015
The asset manager was particularly active in 2014 undertaking a raft of fund launches, including US Small and Mid Cap equity and Japan Dividend Growth.
01/08/2015
The Asia-focused lender said on Thursday the move would help it save some $100m (£66.2m) in 2016.
01/08/2015
Credit Suisse said its offices in Milan were searched by Italian tax police last month, following media reports of an investigation into whether a Bermuda subsidiary of the bank helped wealthy Italians hide undeclared funds.
01/08/2015
The acquisition will bring Vistra's staff numbers in Jersey to 75.
01/08/2015
It sits alongside SLW’s existing Target Return MPS, which aims to deliver specific returns above Libor with lower volatility than equities through complex investment techniques.
01/08/2015
This interest is fuelled by the extensive economic crisis experienced in 2009.
01/07/2015
The cooperation should strengthen the banks' deal-brokering power, after neither ranked among the top ten banks collecting investment banking fees in Germany last year.
01/07/2015
What does it mean to be wealthy in the 21st Century and what drives families around the world? Last year Withers commissioned a ground-breaking piece of research which examined the attitudes to wealth of successful families across Europe, Asia and the US.
01/07/2015
Credit Suisse’s UK arm considers switch to Ireland
“We think there could be significant benefits to clients in creating new state-of-the-art platforms in Dublin.”
01/07/2015
Mercer has identified 10 priorities that wealth management advisors should consider to best serve their clients in 2015, and to help them stand out in an increasingly competitive environment.
01/06/2015
The head of its Asian asset management arm, Rene Buehlmann, outlines his views on the key industry drivers and where his firm will be looking to make an impact in the future.
01/06/2015
Brewin directors move to Rathbones for Glasgow office launch
This new office will complement Rathbones’ established operations in Edinburgh and Aberdeen bringing its total number of branches across the UK and Channel Islands to 15.