09/19/2013
Deutsche Asset & Wealth Management hires head of smart beta
The development of smart beta passive solutions and products is very much a natural evolution of the passive asset management business
Wealth and Asset Management
09/19/2013
Scotiabank's Global Wealth Management Investor Day to be Broadcast on the Web
Scotiabank will host a Global Wealth Management Investor Day in Toronto on September 25, 2013, from 8 a.m. to 12 p.m.
09/18/2013
StepP Private Client Awards set the standard for industry excellence
Five leading industry figures and 15 firms were honoured at the STEP Private Client Awards 2013/14, which were announced last night in a glittering Awards ceremony at the London Hilton on Park Lane
09/18/2013
Integrated Wealth Management Recognized as 2013 Outstanding Philanthropic Corporation
Integrated Wealth Management will be honored by the Desert Communities Chapter of the Association of Fundraising Professionals as the 2013 Outstanding Philanthropic Corporation.
09/17/2013
UBS Tried To Sell Canadian Wealth Management Business – Sources
Still, the attempt is consistent with UBS’s efforts to cut costs as it tries to compete in Canada with the much-larger wealth-management and brokerage operations of the big domestic banks.
09/17/2013
JBWere mulls new execs: report
JBWere is considering several senior executives from rival groups to head its broking and wealth division,
09/17/2013
Kennedy Wealth Management Wins Best Wealth Management Company Award
Companies were honored for the excellent products and services they provide to the Greater Los Angeles area.
09/16/2013
Leading Wealth Management Firm Announces Company Expansion
We are very proud to be recognized as one the largest firms under Commonwealth Financial Network
09/16/2013
Deutsche Asset & Wealth Management Strengthens Global Trading Team with Senior Hires
Our trading team is able to use DeAWM's scale and global reach to implement investment ideas in a highly efficient way
09/16/2013
Investec Wealth & Investment performance 'well ahead' on improving margins
Total funds under management were posted at £36.7 billion at the end of September 2012 and by 31 August 2013 they had climbed to £39.4 billion.
09/16/2013
Formula One's Top 10 Ultra Wealthy
World's leading ultra high net worth intelligence firm, reveals a list of the top 10 ultra wealthy individuals affiliated with motorsport's premier race.
09/15/2013
Swiss private bank wants to sell its German private clients unit
France's BNP Paribas and Spain's Santander are among those interested in buying the business.
09/15/2013
A Very Asian Haven
Singapore retains distinctive Asian characteristics, so stop saying it’s like Switzerland
09/15/2013
ANZ counts on Asia-Pacific to drive growth
Australian bank seeks to achieve targets by acquisitions and focusing on affluent customers
09/15/2013
Capital targets wealth managers with Europe relaunch
The firm has been expanding its salesforce, particularly in continental Europe.
09/15/2013
Julius Baer Integration Chief Says Merrill Transfer on Track
Julius Baer is making acquisitions to compete with larger UBS AG and Credit Suisse AG
09/15/2013
UBS AG : Private banks seek missing digital link with customers-UBS exec
It's fundamentally different and will have a disruptive effect on our business.
09/14/2013
Banks lock out Americans over new tax law
That's what banks around the world have been telling their U.S. customers.
09/12/2013
7IM applies platform charge to own funds
7IM says the new platform charge will be applied to its own funds from April 2014, alongside the incoming platform rules.
09/12/2013
US wealth market still attractive for Swiss banks: Vontobel CEO
The United States remains attractive for Swiss private banking as the number of wealthy clients outweighs any problems linked to a long-running battle over banking secrecy laws.