05/12/2014
Julius Baer gaining new foothold in the Netherlands
Julius Baer has acquired a well-established business in the Netherlands. Merrill Lynch has run wealth management activities in this market for more than 50 years shifting its focus to private banking and servicing high net worth individuals in the early
05/12/2014
Participants can attend one of three workshops that will be taking place simultaneously, with the other two covering funds and insurance.
05/12/2014
Citywealth Magic Circle Awards 2014
Citywealth has announced its Magic Circle Award winners for 2014 and the Channel Islands were once again well represented.
05/12/2014
The deal sees 1,000 clients transfer to Bellpenny’s national advice business along with its advisers.
05/12/2014
We are delighted to receive recognition for our innovative Wealth Management solutions from such a respected organisation
05/12/2014
Hargreaves Lansdown founders Peter Hargreaves and Stephen Lansdown have risen up the Sunday Times Rich List, which boasts a record 104 UK-based billionaires.
05/09/2014
Asia's biggest wealth manager UBS, for example, has increased its Asia Pacific wealth management staff by 8 percent this year to 1,120.
05/09/2014
Several of the adviser-led platforms now have quite brilliant reporting functionality. Asset allocation, cashflows, tax reporting, market commentary
05/09/2014
It is a case that the whole industry is watching with interest
05/09/2014
The group attributed growth to an increase in management fees
05/09/2014
Ex-Skandia head of wealth planning launches consultancy
Plans to offer consulting to the wealth management industry internationally but will focus initially on both the UK and Europe.
05/09/2014
There are significant opportunities for clients and trustees to adopt best practices and benchmarking from museums.
05/09/2014
Credit Suisse faced increased opposition from shareholders to its pay plan on Friday, as the Swiss lender became the latest major bank to come under attack over
05/08/2014
The Asset releases Triple A Private Banking, Wealth Management, Investment Awards rule book
The Asset has issued the rule book for The Asset Triple A Private Banking, Wealth Management and Investment Awards 2014.
05/08/2014
It has also licensed a number of its flagship products to Asian asset managers seeking to provide investors exposure to European stocks through passive investment vehicles such as ETFs.
05/08/2014
The following commentary on the Group’s first quarter performance excludes the impact of the UK bank levy, estimated to be around US$350 million for the full year, and the Own Credit Adjustment. Unless otherwise stated, all comparisons will be made
05/08/2014
Those that have launched wealth management and private banking programs for foreign customers have already withdrawn their business, and the others are postponing their plans.
05/08/2014
Micro cap UK/Europe, and EM equity should be the big surprises,’ of 2014
05/08/2014
The 53-year-old is the front-runner to become Labor Party leader to replace Jens Stoltenberg
05/08/2014
Retail investors in the U.S. looking for ways to play the stock market have several startups offering them services, and now Motif Investing has raised $35 million in late-stage funding from new backers to take its services worldwide.