03/27/2014
RBS boss sets strategy to 'improve' flat Coutts
Ross McEwan, group chief executive of the Royal Bank of Scotland, has set out a strategy that will tie Coutts more closely to the wider bank’s business customers.
03/27/2014
Ross McEwan, group chief executive of the Royal Bank of Scotland, has set out a strategy that will tie Coutts more closely to the wider bank’s business customers.
03/27/2014
"The transaction is part of Old Mutual Wealth's commitment to simplify its operations in Europe and focus on a select number of core growth markets,"
03/27/2014
The wealth management sector is among the list of top five most important industries to lift Australia's growth trajectory over the next 20 years
03/26/2014
The majority of EFG’s Singapore-based customers are high net worth clients with investible assets of over a million dollars each.
03/26/2014
Australian venture capital firm, OneVentures has launched the OneVentures Innovation and Growth Fund II, seeking to raise $100 million from institutional investors and high net worth individuals over the next 12 months.
03/26/2014
A former adviser at national wealth management firm St James’s Place has opened a new firm heavily centered on providing discretionary fund management through an online platform.
03/26/2014
“We chose the comment because it is based on research from Wealth-X, which relates to PWM’s own quest to identify the new global sources of wealth, how they develop and how they are best serviced by private banks and other specialist wealth m
03/26/2014
With a tier 1 capital ratio of 21.3%, LGT is very well capitalized. LGT is confident about its business performance in the current year.
03/26/2014
Psigma Investment Management has made a play for Barclays Wealth clients with less than £500,000, after the bank itself scrapped its bespoke service for lower net worth clients.
03/26/2014
“The bank is today ready to address with confidence and in complete independence the challenges Swiss private banks must tackle,” Eric Syz said in the statement.
03/25/2014
The group has ensured a smooth integration of operations during 2013
03/25/2014
Strategic market entry by Julius Baer in Brazil
03/25/2014
Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities
03/25/2014
Different needs of the region’s high-net-worth individuals are driving changes in the way investment products are shaped
03/25/2014
Nedbank Private Wealth, a leading international wealth provider and part of the Old Mutual Group, has announced that it has been recognised for the tenth consecutive year in 'The Sunday Times 100 Best Small Companies to Work For'.
03/25/2014
One of Switzerland’s leading financial institutions, has introduced a new level of price transparency and convenience to the Singapore wealth management market.
03/25/2014
The Institute of Financial Planning has failed in its bid to supply planners to £1 million premium bond winners after losing out to a firm of four advisers based in Shropshire.
03/25/2014
Punter Southall Group’s investment and support will enable us to move the business forward while continuing to provide an excellent service to our clients
03/25/2014
Shareholders in F&C Asset Management have given the go-ahead for Canadian financial conglomerate BMO to buy the fund manager.
03/25/2014
EFG Bank announced on Tuesday that it has been awarded a wholesale banking licence in Singapore.