04/22/2015
Is Swiss Private wealth institution on the verge of total absorption?
The historic Swiss bank traces its roots back to 1881 when it was a brokerage firm in Geneva
04/22/2015
Nedbank Private Wealth has announced that it has won Best UK Private Bank at the prestigious City of London Wealth Management Awards 2015.
04/22/2015
Safra Sarasin has set aside funds to deal with a United States Justice Department disclosure program for Swiss banks
04/22/2015
“For the time being we have witnessed stability in private banking which is very reassuring,” Mr Gramegna said.
04/22/2015
The awards showcase providers in the global private banking, wealth management, and trusted advisor communities
04/21/2015
HSBC chief says bank must be managed better, not smaller
HSBC chief executive Stuart Gulliver insisted on Monday that the global banking giant is not too big to manage
04/21/2015
Investec launches private office for HNWIs
Investec W&I divisional director private office Andrew Butler-Cassar, says: “Private Office addresses a clear market need for an integrated service targeting successful entrepreneurs and business owners, the sports and media sectors and those sp
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.