05/08/2014
Retail investors in the U.S. looking for ways to play the stock market have several startups offering them services, and now Motif Investing has raised $35 million in late-stage funding from new backers to take its services worldwide.
05/08/2014
Arbuthnot Banking Group PLC Chairman Henry Angest Thursday told shareholders the company has started 2014 well.
05/08/2014
Axa Wealth has reported a 20 per cent increase in Q1 sales, from £689m last year to £827m this year, driven by a surge in Isa new business.
05/07/2014
Middle East’s ultra-rich eye second nationality
The highest number of wealthy business people seeking second citizenship comes from Pakistan, followed by Lebanon, Egypt and Syria.
05/07/2014
Coutts braced for hit from US tax inquiry into Swiss bank clients
Coutts said it was ‘taking a judicious approach to its involvement’ with the US Department of Justice settlement
05/07/2014
BRI Wealth Management grows with Shropshire acquisition
The expansion means that BRI will have a second office in the Bridgnorth area, which will continue to be run by existing Walter Financial Planning staff.
05/07/2014
European Wealth has completed the reverse takeover of its parent group and this morning began trading on AIM.
05/07/2014
HSBC Holdings' reported profit before tax fell by 20% in the first quarter to US$6,785m compared with US$8,434m in the corresponding period in 2013.
05/07/2014
Standard Chartered PLC has come under fire from investors for its pay policies.
05/07/2014
Chief executive Elliott Weissbluth says adding new platforms will help the firm achieve a business model
05/07/2014
Lisa Detanna at Raymond James of Beverly Hills, CA has been honored with a recognition by Los Angeles Business Journal
05/07/2014
Ultra HNWIs in India 2014 market research report says there were 1,575 UHNWIs in India in 2013, with an average per capita wealth of US$353.4 million, making them a prime target group for wealth sector professionals.
05/07/2014
Fresh off of adding a new platform earlier this year, HighTower Advisors chief executive Elliott Weissbluth now compares the firm's growing reach to perhaps an unlikely rival — Raymond James Financial Inc.
05/07/2014
UBS AG has set tighter expense control targets for its Americas wealth management business.
05/06/2014
UBS Wealth Management profits up
BS delivered a solid first-quarter performance despite a volatile operating environment. Every one of UBS's business divisions and regions was profitable, reflecting the firm's successful strategy and the strong positions it has created both fro
05/06/2014
Aberdeen Asset Management pretax profit down 3 pct
British investment manager Aberdeen Asset Management posted a three percent fall in pretax profit in the six months to March 31, as clients pulled money out of its core emerging market and Asian equity funds.
05/06/2014
Bancorp lists on Germany's Frankfurt Stock Exchange
The Company’s operations are diverse covering a significant involvement in global aviation insurance
05/06/2014
Barclays wealth profit hit by £22m 'Transform' bill
Barclays chief executive Antony Jenkins said strong performance in its retail and corporate banking franchises helped offset FICC weakness
05/06/2014
UK wealth manager hits £3.9bn AUM
Revenues in the second half of the financial year were £16.4m compared with £15.2m in the first half
05/06/2014
Towry secures £70m package to fund wealth buy spree
Towry signs £70m financing agreement