08/01/2016
The lender and its peers are struggling against a South African economy heading toward a recession and a potential credit-rating downgrade of the country’s debt to junk by the end of the year.
08/01/2016
The more diversified the investment portfolio, encompassing a global focus, the greater the reduction of risk.
08/01/2016
And if you believe that the fundamentals are good, it’s not without risk, but there is a lot of money to be made.
08/01/2016
Credit Suisse uses a salary and bonus model in its private banking and wealth operations.
08/01/2016
Swiss investment bank UBS advised AMP on its Axa transaction six years ago.
08/01/2016
The fundamental shifts faced by wealth managers can be best described as two revolutions, one loud and the other quiet.
08/01/2016
Individuals in the affluent segment are third in rank in the hierarchy of wealth holders.
08/01/2016
Former Barclays executive launches family office
New wealth manager Saranac boasts host of executives from world’s financial giants
08/01/2016
He joined European Wealth as part of the acquisition of Aventus in 2011.
08/01/2016
The research showed that 78 per cent of consumers with investments log into their social media profiles on a daily basis
08/01/2016
There were 124 M&A deals between wealth management firms in 2015, a fresh high during the eight years of tracking by Scorpio Partnership.
08/01/2016
The company attributes the increase in profit at Wealth Management Americas’ division to lower operating expenses and record net interest.
08/01/2016
Laurence Boyle says the firm will run the same proposition as he did at Investec
08/01/2016
Most high net worth individuals are looking to reduce their exposure to UK-based assets in the wake of the country’s vote to leave the European Union, according to deVere Group.
08/01/2016
It was previously revealed that following the completion of the transaction, Towry chief executive Rob Devey would leave the business.
08/01/2016
The boom in compliance remuneration took hold after the financial crisis and now looks likely to accelerate following the Brexit vote.
08/01/2016
The new group will go after business owners with a lot of money and entrepreneurs in the oil and gas, biotechnology and telecommunications industries.
07/29/2016
High street bank sees PPI bill rise and non-core division makes a loss of £1.9bn
07/29/2016
Indeed, many of the larger players that use social media do so under their general brands rather than via the wealth management division, which can limit the impact and reach of their social media activities in targeting wealth management clients,
07/29/2016
Some of Europe’s largest banks have been hurt by volatile markets and record-low interest rates, with Deutsche Bank AG, Barclays Plc and Credit Suisse Group AG all reporting a drop in second-quarter earnings this week.