08/28/2013
Good momentum and growing marke t traction at Kleinwort Benson Wealth Management have not yet translated into profitability due to the continuation of the challenging market conditions seen in 2012, coupled with our ongoing investment into the business to
08/28/2013
Academy director Adrian Batchelor says there is “no justification” for the sector being so dominated by men.
08/28/2013
The bank maintained in July that the agreement would have no impact on its income statement
08/27/2013
NAB's is reshuffling its wealth management division after revealing redundancies of key roles and has appointed a new general manager of Advice Partnerships.
08/27/2013
He managed wealth teams at AXA and AMP for over 25 years and brings with him a wide knowledge in strategic business management in financial planning.
08/27/2013
Infinity says “a large percentage” of its existing clients have thus far switched some or all of their investible assets over to Bestinvest (BI), and “virtually all new clients are choosing it as their investment manager”.
08/27/2013
In Wake of Wegelin's Tax-Evasion-Related Demise, Switzerland's Notenstein Targets Socially Responsible Investing
08/27/2013
Wealth-X will provide the non-profit organisation unrivalled access to the world's largest collection of curated research.
08/27/2013
Overall the firm’s profits before tax increased by 10% to £5.5 million
08/27/2013
She joins Coutts from The Renaissance Group
08/27/2013
LGT Group, the international private banking and asset management company, made good headway in its core operating businesses in the first half of 2013
08/27/2013
The research, which covered 32 DFMs that offer outsourced services to financial advisers, found that more than £24bn is managed on this basis, with the average amount managed per client at £249,477
08/26/2013
Swiss private banks have been looking to cut costs as they grapple with low interest rates and slack client activity which have eaten into profits
08/26/2013
We have sourced the capability in terms of the information technology required
08/26/2013
Valartis Group closed the first half of 2013 with a profit of CHF 0.1 million. In an on-going challenging market environment
08/26/2013
The new rules, which were introduced in January are full of intricacies, as firms seeking to describe themselves as independent have to advise on the full scope of retail investment products, which includes life assurance policies and pensions.
08/26/2013
Henderson's Head of Multi-Asset Bill McQuaker is backing value managers to outperform in what he describes as a more 'granular market'
08/25/2013
But Lesmoir-Gordon, Boyle & Co, a boutique bank set up by Schroders’ veterans Richard Lesmoir-Gordon, Andrew Boyle and Nick Smith, is aiming to change that.
08/25/2013
Johannesburg has the top number of millionaires on the African continent with some 23,400 very rich people
08/22/2013
The membership numbers for its wealth club just keep on rising