05/02/2014
The higher the net worth of the clients served, the more critical specialization is. BofA's U.S. Trust unit, for example, requires private bankers to "choose a major" to help attract ultra high net worth clients.
05/02/2014
US-based wealth management giant closes financial planning division in India
The spokesperson clarified that only the financial planning arm of the company was being shut down
05/01/2014
UBS draws on its 150-year heritage to serve private, institutional and corporate clients worldwide
05/01/2014
ANZ Smart Choice Super now has over 270,000 customers
05/01/2014
Schroders wealth revenues jump 90% through Cazenove buy
Net inflows £3.8 billion
05/01/2014
We were pleased to see the continued increase in our quarterly earnings
05/01/2014
JP Morgan pushes for market share following sales team restructure
JP Morgan Asset Management head of UK field sales Mike Parsons has spent much of the past year realigning the company’s sales team and expanding its product range to meet the changing demands of the post-RDR market.
05/01/2014
St James’s Place has “nothing to fear” about a forthcoming FCA thematic review into conflicts of interest at firms that recommend in-house funds, David Bellamy has said.
05/01/2014
Cirilium is an investment joint venture between Henderson and adviser network Intrinsic
05/01/2014
Swiss Private Bank bars staff from entering France - report
Investigating over allegations it illegally sold products to avoid French taxes
05/01/2014
Manulife Financial Corp said on Thursday its first-quarter profit rose by more than 50 percent as a stronger investment performance and higher wealth management fees more than offset weaker insurance sales, but the results just missed analysts' estim
05/01/2014
French judicial authorities are investigating UBS over allegations it illegally sold products designed to avoid French taxes.
05/01/2014
J. P. Morgan Asset Management is announcing a major upgrade to Target Date Compass, the groundbreaking tool that advisors use to help plan sponsors make informed target date fund selections.
05/01/2014
Bertarelli family-backed Northill Capital acquires majority interest in Longview Partners
Longview Partners is a specialist asset management firm focused on global equities portfolio management, based in London and Guernsey.
04/30/2014
Much of the remainder either reported running down equity allocations or reorientating exposure toward lower-beta areas of the equity markets.
04/30/2014
As offshore becomes a dirty word in wealth management globally, a report published on Tuesday from Aite Group shows who’s who in offshore wealth for the world’s wealthy.
04/30/2014
Excellent fit of advisory business for UHNW private clients across EMEA and Latin America
04/30/2014
Property company owned by one of Britain's richest men is worried the high-end residential market is overheating
04/30/2014
Wealth manager snaps up Shropshire IFA
Midlands-based BRI Wealth Management plc has acquired Bridgnorth-based financial planner Walter & Co Financial Planning Ltd for an undisclosed sum.
04/30/2014
FTSE 250 wealth management company announces extended partnership with Lacrosse Scotland
The FTSE 250 wealth management company announces its extended partnership with Lacrosse Scotland until 2017.