04/16/2013
FCA flags up Barclays as the most complained about bank
The bank was keen to deflect its poor complaints record.
04/16/2013
The bank was keen to deflect its poor complaints record.
04/16/2013
From 31 December 2012, Group assets under management have risen by CHF 2.8 billion or 2%. At CHF 119.0 billion, assets are currently CHF 8.4 billion higher than on 31 March 2012.
04/16/2013
Hargreaves Lansdown does not expect any surprises from the second instalment of the retail distribution review (RDR) after a record breaking performance for the firm in the first quarter.
04/16/2013
Wealth Manager conducted the survey during the week leading up to Easter as the Dow continued to set new record daily highs and the S&P 500 broke through its nominal pre-crash high.
04/15/2013
Possible acquirers could include the big Canadian banks, several of whom have said their growth priority is in wealth management.
04/15/2013
The New York firm is led by Jessica Bibliowicz, the daughter of former Citigroup CEO Sandy Weill.
04/15/2013
He will replace Rupert Hengster, who headed the group’s German base since the launch of the asset management arm in the country in 2010.
04/15/2013
Wealth management firms want advisors to spend more time with clients
04/15/2013
Our customers' needs as a family are the main focus of our wealth management services
04/15/2013
Webster Bank’s push to expand its wealth management business is making a difference in the bank’s financial performance
04/15/2013
“This aims to put an end to the excessive risk culture which led to taxpayer bail-outs and bank collapses.”
04/14/2013
Ledbury surveyed 500 UK-based high net worth individuals with at least £500,000 (€588,000) in liquid assets.
04/14/2013
‘We are pleased to have partnered with Darwin as their EFF has proven to be an efficient and successful capital raising product.’
04/14/2013
Total invested assets amounted to 1.6 trillion Swiss francs worldwide last year.
04/14/2013
The appointment of the experts comes as the company moves to consolidate its position in Australia's emerging market for Islamic-compliant financial products.
04/14/2013
Goldman Sachs chief Lloyd Blankfein saw his pay almost double to $21m (£13.67m) last year, making him the world's best paid banker
04/14/2013
Now is a "dangerous time for Switzerland (but) unlike Luxembourg, Switzerland is not part of the EU
04/14/2013
2012 saw a 3.4% increase in UK wealth management client satisfaction as measured by the MDRC index.
04/14/2013
Listed wealth management companies offer investors the opportunity to benefit from rising markets
04/14/2013
It’s a market we’ve been investigating for nine months and a “global money fund”