06/23/2013
Wealth management: An offer rich families cannot refuse
Money from wealthy families is slowly seeping into these offices after a series of mis-selling and mismanagement scandals in both Europe and Asia.
Wealth and Asset Management
06/23/2013
Want advice from Barclays? You'll need £100,000
these new rules as one of the main reasons it had shut its investment services.
06/23/2013
Bailed-out bankers feast on £50 pork pies at Wimbledon VIP suite
The state-backed Royal Bank of Scotland is under fire for lavishing hundreds of thousands of pounds on corporate hospitality
06/23/2013
James Hambro & Partners bursts £1bn on 155% client increase
It said it attracted new clients from larger firms, along with a mixture of private individuals and families, charities and trusts.
06/23/2013
Altair opens its doors in Australia
"The combination of private wealth management and an institutional process is unique, and a different skill set to that provided by many smaller fund managers that are formed through break-away teams from large investment houses," managing direc
06/23/2013
Singapore’s Henley Group teams with St James’s Place in UK
The new UK operation is being branded THG Wealth Management UK, and was due to open its doors initially in the St James’s Place
06/23/2013
St James Place launches philanthropy service
The combination of professional holistic financial planning by St. James’s Place, and CAF’s expertise and range of solutions in making charitable giving easy at minimum cost
06/20/2013
Fortitude taps Urquhart Stewart for client talk
Fortitude Financial Planning has teamed up with Seven Investment Management
06/20/2013
Irish punt already pays off for queen's bankers
The bankers to the Queen of England have become the latest to give a vote of confidence to Irish government debt.
06/20/2013
Coutts outlines five key investment opportunities in its mid-year investment
UK - Coutts today launches the Mid-Year Investment Outlook 2013
06/20/2013
ABN Amro chief says Dutch bank ready to privatize
The bank is sufficiently capitalized and had remained profitable despite a recession in the Netherlands.
06/20/2013
Can wealth managers escape the post-RDR margin squeeze?
With RDR putting further pressure on margins as the industry adapts to the end of trail commission, and regulatory costs only moving in one direction, prospects for the sector as a whole appear uncertain at best. Read more: http://www.investmentweek.co.u
06/20/2013
C Suisse and Julius Baer Could Face Possible U.S Hardball Tactics
The government bill, supported by Swiss banks, was aimed at helping firms not yet part of the U.S. probe avoid an indictment like that of Wegelin & Co.,
06/20/2013
Bank bonus cap is on the way after EU outvotes Britain
The cap will apply to subsidiaries of EU banks anywhere in the world
06/20/2013
Morgan Stanley Cleared to Buy Rest of Wealth Management Business
The firm had been waiting for months for the government to grant approval to buy the remaining stake,
06/20/2013
Mercer Bolsters Wealth Management Offer with New Services
The new services come in advance of the roll out of the Mercer Advisor Portal
06/19/2013
Raymond James Assets Under Administration Rise in May
RJF client assets under administration in May rose 14% from a year earlier and edged up 0.2% from the prior month
06/19/2013
Raymond James announces new platform pricing option
Raymond James Investment Services has revealed details of an additional bundled pricing model for its administration platform.
06/19/2013
Bank bonuses rise by 64 per cent in a year
UK banks are being overwhelmed by wave after wave of new regulation
06/19/2013
Top Wealth Management Firm Expands in Los Angeles
Los Angeles Wealth Management firm, “Wealth & Income Management Group” expands services and locations to better support its clients.