02/05/2014
HNW Research: When wealthy clients become 'unstuck'
This is the first of four papers that will be released during the year, each analysing a phase of the wealth management customer journey.
02/05/2014
A firm's social media footprint can say a lot about how a brand is perceived by clients and the public at large. Here, Wealthmanagement.com ranks brokerages by their social media influence.
02/05/2014
Close Brothers Asset Management has announced its new pricing for self-directed private clients using its platform. This will be implemented from 10th March 2014, and clients have been notified.
02/04/2014
Legis named Guernsey’s ‘Trust Company of the Year’ at prestigious awards
The ‘Trust Company of the Year’ category is awarded each year in recognition of those companies who have excelled in achievement, innovation, expertise and service in their respective jurisdictions.
02/04/2014
RBC CEO Gets Pay Raise Dwarfed by U.S. Banking Heads
Royal Bank of Canada Chief Executive Officer Gordon Nixon’s 2013 total compensation increased less than 1 percent from a year earlier as the country’s second-largest lender extended its streak of record annual profit.
02/04/2014
After a bumper year for the listed wealth management sector, can the stellar returns of 2013 be repeated?
02/04/2014
Hawksmoor Investment Management is targeting an aggressive expansion into the financial adviser arena with its redesigned bespoke discretionary management service.
02/04/2014
UBS AG, Switzerland’s biggest bank, reported a fourth-quarter profit that exceeded analysts’ estimates, helped by higher earnings at its wealth management units and a tax gain.
02/04/2014
The Abacus Financial Services Group will promote their international fiduciary and fund service offering as a sponsor at this year’s STEP Malta Conference in March.
02/04/2014
Our asset allocation varied through the year and we took some money off the table when we achieved certain performance goals or we felt that it was necessary.
02/04/2014
Societe Generale is radically developing its private banking relationship model in France and extending its offer to a larger number of clients.
02/04/2014
The mobile banking app operates on both Apple iOS and Android platforms providing a full range of secure services including account balance/ transaction reporting and the ability to make payments.
02/04/2014
Charles Stanley Direct is to waive fees for six months on new investments of £500,000 or more.
02/03/2014
Asian ultra-high net worth individuals flock to invest in Monaco
Asia owns 24% of the total world private wealth with nearly one third of it held in real estate, mostly in international properties. With rising profits, Asian high net worth individuals (HNWI) have developed an appetite for trophy homes in Monaco.
02/03/2014
Ex-Barclays chief closes in on target as parttners put in $20m of own wealth
“Where in the world is there exceptional growth?”
02/03/2014
A number of well-known wealthy individuals have taken proceedings against IBRC Assurance in relation to badly performing investments.
02/03/2014
Europe’s largest bank Said to Plan Sale of Swiss Private Banking Assets
The bank has attracted scrutiny from governments over its operations in low-tax jurisdiction
02/03/2014
There is no shortage of software products that developers market as the “solution” to financial advisers' every conceivable need.
02/03/2014
User review and rating system, although prevalent across sectors like travel, food and lifestyle, is only just making its presence felt in the medicine, financial and legal world.
02/03/2014
Swiss private banking group Julius Baer Group Ltd.Monday said its assets under management increased 34 percent from last year.