07/01/2013
Mirabaud, following Pictet and Lombard Odier, abandons unlimited liability
The ownership as well as the group’s management will remain in the hands of the current managing partners
Wealth and Asset Management
07/01/2013
Julius Baer takes on Merrill Lynch’s advisers
The integration of the new businesses is moving ahead swiftly and in line with the original plans.
07/01/2013
Ashcourt Rowan plans workplace push as earnings increase
he wealth management firm said it planned to develop its workplace pensions business to increase its market share
07/01/2013
Peak Financial Group enhances its offering with the addition of portfolio managers and the creation of the division Peak Private Wealth
President and CEO of Peak Financial Group, is pleased to announce the arrival of well-known and highly respected portfolio managers
07/01/2013
Seven firms which could buy Deutsche's regional wealth arm
Wealth Manager broke the news that Deutsche Asset & Wealth Management is readying a sale of its regional network and the bulk of the former Tilney business that it acquired in 2006.
06/30/2013
Fortunes Grow For Ultra Wealthy In Core Europe Despite Tough Economic Conditions
Despite challenging global economic conditions, the ultra wealthy in France, Italy, Germany and Switzerland are getting wealthier and growing in numbe
06/30/2013
Singapore is world's most fertile land for millionaires
What is needed is a sound sense of personal investment and finance, and not business acumen or family wealth
06/30/2013
Lombard Odier Named 'Best Private Bank'
The firm of private bankers has won an award from the Banker Middle East Industry Awards for the second consecutive year.
06/30/2013
Private Banks Leave Switzerland as End of Secrecy Hurts Profits
For European lenders with private-banking aspirations, a presence in Switzerland used to be a must
06/30/2013
RBC aims to double assets under management in Asia
Increased compliance cost is one of the greatest challenges facing wealth management firms
06/30/2013
Global bosses consider UAE a safe bet than Switzerland, South Korea: Survey
The world’s developed countries make a surprisingly strong showing in this year’s survey
06/30/2013
UBS in drive for $100m New York grand prix
Swiss investment bank UBS has been appointed by the organisers of the planned New York Grand Prix
06/30/2013
World's richest bank is Chinese
The dismal performance of the British banks is illustrated in the latest edition of The Banker's Top 1,000 World Banks
06/30/2013
James Hambro & Partners turns black & plans back-office service
James Hambro & Partners has marked its three-year anniversary by moving into profit
06/30/2013
UBS Starts Gold-Vault Service in Singapore Amid Bullion Rout
UBS AG (UBSN), Switzerland’s biggest bank, started storing gold for wealth-management clients at a facility in Singapore,
06/30/2013
Envestnet Completes Acquisition of Prudential Wealth Management Solutions
Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform
06/29/2013
Axa Wealth closes pre-sale adviser helpline after post-RDR review
“These changes are designed to increase our support for our key adviser population through greater segmentation and tailored consultancy support.”
06/29/2013
JPMorgan profits surge to £8 billion
The US bank is due to unveil its results next week and according to analysts' consensus forecasts
06/28/2013
Wealth management opens doors for banks
Investment needs and the strategic transformation of banks fostered the rapid growth of wealth management business
06/27/2013
UBS France Revenue Seen Rising 10% as Bank Talks to Authorities
UBS AG (UBSN)’s French unit has boosted revenue by 10 percent in the first half as it returns to profit