06/29/2015
UK-based asset manager Investec Wealth & Investment has partnered with the Federation of European IFAs (FEIFA) to help the organisation’s members “meet their clients’ investment requirements”.
06/28/2015
Swiss banks lost billions in assets in European tax crackdown
06/28/2015
The growth in asset management has created the risk of a liquidity illusion, says David Oakley
06/26/2015
Tim highlights this week's BST coverage with an eye towards our latest meeting of the minds in Singapore.
06/26/2015
Consolidation game: Is wealth M&A set to accelerate further?
Robert Hare, managing director of pensions – wealth and stockbrokers, at Lloyds Bank Commercial Banking, says the recent wave of wealth management M&A is only the start of the sector's turnaround.
06/26/2015
At Morningstar conference, the former Merrill Lynch boss said gender pay gap is a key obstacle to retirement savings
06/26/2015
Women control more wealth than most financial advisors recognize.
06/26/2015
The power of wealth management is pushing banks to hire more private bankers
MBA Jobs: Wealth Management Recruiting Surge Led By Asia
06/26/2015
After billions of Swiss francs in withdrawals, recent figures from UBS <UBSG.VX> suggest the tide is beginning to turn.
06/25/2015
The private banking arm of Malaysia's largest bank aims to rollout its Asian expansion this year, with the hiring of dozens of relationship managers, the opening of a London office and a new service in Singapore.
06/25/2015
Standard Chartered’s new chief executive is planning a structural overhaul
06/25/2015
The greater appetite for risk means Asia’s rich favor high yielding stocks, private equity and commodities.
06/25/2015
It means the net asset value of all funds under management and administration in Guernsey now stands at £222.2 billion.
06/25/2015
Wealth managers including Hargreaves Lansdown Plc have the most profit to gain among U.K. financial-services companies should interest rates rise, according to investment bank Liberum Capital Ltd.
06/25/2015
Union Bancaire Privee (UBP) plans to cut between 110 and 160 jobs initially after buying the international business of wealth manager Coutts from Britain's Royal Bank of Scotland, a source familiar with the matter told Reuters on Thursday.
06/25/2015
The contract changes, which affect all staff with revenue-based variable remuneration, will be phased in over three years from next January.
06/25/2015
New private bank Hampden & Co has attracted the attention of 400 prospective clients just days after opening its doors
06/25/2015
Deposits of Jordanians in Swiss banks were around JD2.13 billion (around $3 billion) last year, according to a recent report released by the Swiss National Bank.
06/25/2015
RBC Said in Advanced Talks to Sell Swiss Unit
Foreign financial firms are retreating from Switzerland as the regulatory and compliance cost of managing private wealth offshore increases.
06/24/2015
Advisers can help with due diligence