12/16/2013
Several Swiss regional banks said on Monday they would cooperate with U.S. officials to avoid prosecution in a crackdown on Swiss lenders suspected of helping wealthy Americans evade taxes through offshore accounts.
12/15/2013
Cyber criminals steal millions via wealth managers
“It’s scary. Wealth managers are being used to get millions of dollars. I have seen six of these [thefts] in the four months I have been here"
12/15/2013
Fleming Family & Partners (FF&P), a family wealth manager and adviser, surveyed 90 people
12/15/2013
The leading international art, antiques and design fair, Masterpiece London, today confirmed signature of a principal sponsorship deal with RBC Wealth Management
12/13/2013
Where Investors Obtain Wealth Management Services
Brokerage firms often provide wealth management services to affluent investors.
12/13/2013
Former private banker Nick Parker has launched a wealth management business that will cover London and the southeast of England.
12/13/2013
Ashcourt Rowan to buy UK Wealth Manager for £14m
The Acquisition, which is subject to regulatory approval from the FCA, will create a leading UK wealth manager with a national footprint offering high quality financial advice and investment solutions to individuals and corporates through its network of 1
12/13/2013
Ashcourt Rowan, the UK wealth management group, has announced its Group audited results for the six months ended 30 September 2013.
12/12/2013
INSEAD has added a new programme to its executive education finance portfolio, launching in Singapore in June 2014.
12/12/2013
Barclays Wealth and Investment Management is understood to have appointed DigitasLBi to work on it a digital marketing brief.
12/12/2013
The firm is also planning to launch an asset management and wealth management business next year.
12/12/2013
Promsvyazbank won the "Best Russian Bank in the last five years" award while URALSIB | Private Bank was recognised as the Best Russian Bank offering private banking and wealth management services. Alfa-Bank proved to be the most innovative among
12/12/2013
Private fund offerings to the wealthy are likely to shrink as a result of Volcker Rule guidelines approved Tuesday by the federal financial regulators, acording to some financial industry officials.
12/12/2013
Huge falls in City bonuses dragged average London pay down by more than 2 per cent last year.
12/11/2013
This is the Company's nineteenth acquisition since listing on ISDX in June 2011 and the sixth since the Retail Distribution Review was implemented on 1 January 2013.
12/11/2013
Brooks Macdonald International, a subsidiary of the AIM-listed, London-based Brooks Macdonald wealth management group, today is launching a platform-based international managed portfolio service.
12/11/2013
Coutts UK Head of Private Banking jumps to ANZ
He also held a number of senior leadership roles with Coutts between 1998 and 2010, responsible for leading large teams to drive long term sustainable growth in the UK wealth management business. Mr Norfolk will be based in Sydney and will commence in ear
12/11/2013
Coutts Institute advises wealthy families on inheritance planning and family-run businesses on succession.
12/11/2013
The study was conducted as part of the Private Bank's recent Investment Insights series (Sept - Oct 2013), held in 16 cities across Europe, with more than 600 UHNW and HNW investors.
12/11/2013
The buyers are a group of RidgeWorth employees and outside investors led by the private-equity firm Lightyear Capital