01/13/2014
Former Morgan Stanley wealth management head joins RiverPeak
He was head of private wealth management for Europe, the Middle East and Africa at Morgan Stanley between 2002 and 2005.
01/13/2014
“The acquisition of Legis Group’s Guernsey trust operation adds further scale to Butterfield’s international trust business, and adds to the strength and depth of our specialist trust team internationally.”
01/13/2014
These three leading names in academia, law and finance will further strengthen the board of directors of Mirabaud
01/13/2014
‘The expansion of our business operations will also see some members of our Jersey team undertake secondments, for training and development purposes, in our new offices.’
01/13/2014
The new Dundee Goodman investment advisors manage portfolios with a combined value of approximately $2.0 billion.
01/12/2014
Swiss private banking shaken up by key players’ shift
The exclusive Swiss private banking sector has been revolutionised by key players Pictet, Lombard Odier, and Mirabaud, amid a tough new regulatory environment and a crackdown on tax cheats.
01/12/2014
Spear’s is pleased to announce the categories for the 2014 Spear’s Wealth Management Awards, to be held in late October in central London.
01/12/2014
UBS AG Chief Executive Officer Sergio Ermotti denied speculation that Switzerland’s biggest bank will spin off its investment-banking business to meet regulators’ demands for holding more capital.
01/10/2014
China’s financial advisory business has boomed with the country’s economy in the past several years.
01/10/2014
As a result of this acquisition, Andbank will close 2013 with more than $17bn in assets under management which doubles its size in the last five years.
01/10/2014
Lighthouse Group has sold its 50.1 per cent stake in Bristol-based wealth management firm Deverill Black & Co to Towry for £501,000.
01/10/2014
The RDR has been hugely disruptive but it is hard to argue against the benefits
01/10/2014
The most aggressive millionaire investors have the most confidence in their knowledge of financial products and investing.
01/10/2014
Ex-Barclays private bank boss joins Nikko AM as CEO exits
Meanwhile CEO Beazley, who is also the Japanese group’s president, will be replaced by former Nomura boss Takumi Shibata.
01/10/2014
The wealth management division’s team of private client specialists currently services the South West from its London office.
01/10/2014
Fleming Family & Partners chief executive Mark Davies has warned the firm is ‘unlikely to see a significant growth in profitability in the short term,’ despite posting strong full-year results.
01/10/2014
The firm has acquired the Hume International Bond fund, which will be renamed the European Wealth Sterling Bond fund, and the Hume Global Opportunities and Hume European Opportunities equity funds, expanding its presence in retail fund management
01/09/2014
UBS sees recruitment pay off in the fourth quarter
With a year-end windfall of veteran advisers, the firm topped off a year of big gains
01/09/2014
Signing bonuses, often referred to as 'employee forgivable loans' are paid by firms to brokers and other licensed securities professionals up front and structured as loans forgiven over time, typically a seven-to-10-year period.
01/09/2014
Funds managed by Rathbones increased 21 per cent to £20bn during the quarter, increasing from £16.7bn in Q4 2012.