12/04/2013
Credit Suisse sells German private bank business
Credit Suisse has been proactive in evaluating its client service model in Western Europe to ensure that it is ideally aligned to capture opportunities and perform well in the current market.
12/04/2013
McLagan, an Aon Hewitt company, has today announced its intention to acquire Scorpio Partnership, adding Scorpio’s wealth research and consulting insights to McLagan’s wealth management performance and reward advisory.
12/04/2013
RBC reports record earnings in Wealth Management
Record earnings in Wealth Management, up 18%
12/04/2013
Falcon Private Wealth Proves Two Heads Are Better Than One With Fledgling Success
A renaissance of two companies since the financial crisis has led to the birth of Falcon Private Wealth
12/04/2013
StanChart reports theft of 647 private bank clients' statements
Standard Chartered Bank said it has been notified by the police of the theft of 647 of its private bank clients' monthly bank statements.
12/04/2013
Wealth Manager Top 100 star swaps BestInvest for Standard Life
Bestinvest senior fund researcher Mark Lane has left to take up a post with Standard Life Investments.
12/04/2013
Wealth managers, trust professionals keen to relocate
Even "several" who currently already live there were among the 28.6% who said they would most want to relocate to the Continent.
12/04/2013
SSgA Bullish on Growth in 2014; Uncovers Diversification and Return Opportunities
12/04/2013
Sales of equity solutions have rebounded and strong flows continued into balanced solutions, while the demand for income-generating solutions remained strong.
12/03/2013
SJP, Hargreaves and networks named as post RDR winners
In an unbundled world, this power appears to be shifting towards larger advisers and distributors.”
12/03/2013
Despite a price tag of more than $100 million, an office building in Elizabeth Street in Sydney's central business district attracted bids from ultra-high net worth Asians.
12/03/2013
Brewin Dolphin Holdings' total managed funds stood at £28.2bn at its year-end on 29 September compared with £25.9bn at the 2012 year-end.
12/03/2013
Morgan Stanley's brokerage business historically focused on helping clients invest in stocks and bonds
12/03/2013
The Bennett's Hill as is the biggest Quilter Cheviot office in the UK and Ireland employing 43 staff.
12/03/2013
Newly established investment management company Cameron Hume Limited has appointed Northern Trust to provide full investment operations outsourcing for its assets under management on behalf of large, sophisticated institutional clients.
12/03/2013
Bonus in wealth management and alternative fund management is forecasted to go up by around 5% due to increase in asset under management and hiring in Asia.
12/03/2013
From January 1, 2014, Geneva's Private Bankers will be replaced by the Association of Swiss Private Banks. Christoph B. Gloor will serve as the Chairman of the new association.
12/03/2013
UBS announced today that the firm will assume the new role of Global Lead Partner of Art Basel
12/02/2013
It has enjoyed the best of both worlds: the open competition of the US, allied to the higher fees of Europe.
12/02/2013
The WealthSelect range consists of ten fund groups: Aberdeen, Artemis, BlackRock, BNY Mellon, Fidelity, Henderson, Invesco Perpetual, JP Morgan, Schroders and Threadneedle, who will run 50 funds as sub-advised mandates via the Skandia platform.