04/02/2014
Vontobel dropped as much as 1 percent in Zurich, and was 0.4 percent lower at 34.65 Swiss francs by 10:54 a.m., extending the loss this year to 6.2 percent. The stock climbed 27 percent in 2013.
04/02/2014
The introduction of Private Client reinforces our commitment to superior service
04/02/2014
This visa route is a positive step by the government Read more: http://www.digitaljournal.com/pr/1826594#ixzz2xjJhOGEy
04/02/2014
The bank, based on the Isle of Man, also has offices in Jersey and London, and didn’t make a single redundancy during the recent economic troubles.
04/02/2014
Banco Santander SA, Spain’s biggest bank, bought the private banking unit of BNP Paribas SA in Miami to help to win more business from wealthy Latin American clients
04/01/2014
Towry to launch advisory investment service
Towry is set to launch an advisory service, following its acquisition of Bluefin.
04/01/2014
Banks' Expectations Are High for Wealth Management
Bank executives are kicking their wealth management businesses into high gear.
04/01/2014
Changing Course: The Wealth Management Industry Confronts Its Challenges
The UBS exec is hardly alone in terms of envisioning a greater role for holistic advice.
04/01/2014
The consideration would be received in cash and is subject to a minimum of 32 million pounds.
04/01/2014
The acquisition, which creates a combined group with £324.5 billion in assets under management,
04/01/2014
Miton saw its assets under management surge by 72% past the £3 billion mark in 2013 on the back of strong organic growth and the acquisition of PSigma.
04/01/2014
Wealth management firm completes £6.4m sale of Liverpool office
Wealth management firm has confirmed the sale of its Liverpool operation to Seneca Investment Managers.
04/01/2014
Blue-chip wealth management company eyes law firm acquisitions
The firm claims to be “radically” different from other financial firms by offering financial, investment, tax, accounting and legal expertise under one roof
04/01/2014
Zurich-based UBS left it open whether it would fill the board seat vacated by Frey
04/01/2014
The Chinese government has granted Nordea Qualified Foreign Institutional Investor status, allowing it to trade directly in China's A-Share market through stock exchanges in Shenzen and Shanghai.
04/01/2014
Insurer Sun Life Financial Inc.’s wealth and asset management group is launching a new business targeting Canadian savers with more than $100,000 to invest.
04/01/2014
Morgan Stanley announced that John F. Habig, executive director/financial advisor in the firm’s Wealth Management Office, Portsmouth, has been named to Barron’s list of America’s Top 1,200 Advisors for 2014.
04/01/2014
'Shanghai's Hutchison Whampoa' acquires 19.2% of German Private Bank
The investment was done by injecting about €98.5 million ($135.7 million)
04/01/2014
Clients are looking for advisers whom they can trust
04/01/2014
Swiss asset manager Pictet said on Tuesday it would expand its wealth management operations in London and hire between five and 10 bankers over the coming months.