04/14/2016
Wealth management is typically viewed as more relaxed – advising private, often non-professional investors who frequently make decisions over a longer timeframe.
04/14/2016
The bankers were all focused on high net worth, as opposed to ultrahigh net worth, individuals.
04/14/2016
These facts have never changed, and it's hard to argue that Cameron ever portrayed himself as anything else.
04/14/2016
With financial technology start-ups gradually making inroads into "high-volume, low-value -add" services such as payments and foreign exchange.
04/14/2016
The service will be available to new clients and to existing users of the Group’s non-advised Online Investment Service.
04/14/2016
PRAXISIFM has acquired a fiduciary and corporate governance consultancy to enhance its presence in Switzerland and expand its operational footprint in Africa.
04/14/2016
Highlight a much more critical industry-wide issue – that of the cost of servicing smaller accounts with expensive infrastructure.
04/14/2016
But the Panama Papers have brought to light some questionable business dealings with alleged drug traffickers, money launderers and terrorist financiers.
04/14/2016
The company’s aim is to be the regtech that delivers the KYC experience of the future.
04/14/2016
For HSBC the latest initiative to drum up new business will be offering investment advice to people with smaller sums to invest.
04/14/2016
The award for Best Discretionary Service at the 2016 City of London Wealth Management Awards was presented to JM Finn & Co at a ceremony at The Guildhall.
04/14/2016
From a pre-RDR heyday, where independent advice was the dominant force in distribution, EY now predicts restricted advice will make up at least half of the market by 2020/21.
04/13/2016
BNP Paribas sells Dutch private bank
International wealth managers are selling assets as the cost of regulation and client tax compliance crimps margins.
04/13/2016
Swiss businesses are eager to get a foothold in the Iranian market now that most trade sanctions have been lifted, but restrictions still in place from the United States are creating major money transfer problems.
04/13/2016
The National Australia Bank Group, one of the country’s big four banks, has restructured its high net worth (HNW) business, which will see its private banking arm renamed NAB Private.
04/13/2016
The awards winners are voted for by the general public with integrity and independence the focus of the awards.
04/13/2016
At today’s Annual General Meeting of Julius Baer Group Ltd. the shareholders passed all agenda items and proposals submitted by the Board of Directors.
04/13/2016
Eilbeck said another major driving force for China markets would be the decision by MSCI in June on whether to include A-shares in its emerging market indices effective from 2017.
04/13/2016
Chairman Daniel Sauter said the turbulent start to 2016 in global markets showed private banking is a cyclical business and will remain so.
04/13/2016
Sophie Raworth (BBC News) presented Chris Macdonald with the Lifetime Achievement Award at The Guildhall yesterday evening.