05/15/2014
Envestnet Launches Education Portal
Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors
Wealth and Asset Management
05/15/2014
DBS looks to grow wealth management and fees this year
DBS yesterday opened a new branch in Taipei’s Zhongzheng District
05/15/2014
Van Lanschot - Implementation of wealth management strategy on track
Client assets grow to € 55.9 billion
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Banks say bonus clawback rules may be unenforceable
Lobby group BBA responds to tough new proposals from the Bank of England
05/15/2014
UBS becomes title sponsor of Art Basel Hong Kong
UBS has signed on as title sponsor of Art Basel Hong Kong, which is expected to welcome 5,000 guests to 50 events at the Hong Kong Convention and Exhibition Centre over the next several days.
05/15/2014
Do You Have What It Takes to Be a Private Banker?
The Wall Street Journal’s Wei Gu talks about the qualities needed for the job.
05/15/2014
WealthSelect helps Old Mutual sales double to £1bn
CEO Paul Feeney said: "We are taking high quality wealth management services and making them available to all retail investors through our platform where they can view their investments at any time via our new online customer centre.
05/15/2014
Bank of Nova Scotia looking for buyer for minority stake in wealth management firm
Bank of Nova Scotia is looking for a buyer for its $3.8-billion minority stake in wealth management firm CI Financial Corp.
05/15/2014
Wealth and safety - Asset allocator with RBC Wealth Management
David McFadzean of RBC Wealth Management on favouring the long game
05/15/2014
Standard Life launches discretionary service on Wrap
Brewin Dolphin, Seven IM and Liontrust among discretionary providers to go live on platform in April
05/15/2014
Nedbank Private Wealth announces strong growth in new business
Another impressive performance from this multi-award winning business whose reputation as a bank focused on applying sound morals continues to grow.
05/14/2014
More than 50% of Asset Managers Plan to Focus on Fostering Consultant Relationships
Investment consultants are highly influential in the institutional market
05/14/2014
Pictet launches Diversified Alpha multi-strategy fund
The Diversified Alpha investment committee is chaired by Pictet head of total return equities Philippe de Weck
05/14/2014
Pimco outflows dent Allianz asset management earnings
German insurer Allianz saw 21.7 billion euros in net investment outflows from its bond fund manager Pimco in the first quarter, hurting performance fees and contributing to a 28 percent decline in asset management operating profit.
05/14/2014
Rathbones buys law firm as it continues hunt for opportunities
Our outlook remains optimistic with the impact of recent acquisitions expected to have a positive effect on earnings in 2015
05/14/2014
Why JP Morgan fund managers hunt down brave analysts
Herding is the reason analysts are unlikely to go out on a limb too far when it comes to earnings predictions
05/14/2014
Legg Mason closes two small-cap funds
Legg Mason has shut two small-cap funds managed by its subsidiary Royce Associates.
05/14/2014
Positive quarter for Rathbone Brothers
Funds under management grew strongly in Rathbone Unit Trust Management