07/30/2013
Brewin Dolphin reports good performance in the third quarter
The Group recorded a good performance in the third quarter to 30 June 2013.
Wealth and Asset Management
07/30/2013
St James's Place hikes dividend 50 pct as sales rise
Net inflow of funds under management of £1.99 billion (2012: £1.51 billion) up 32%
07/30/2013
Vontobel's asset, wealth management drive profit rise
The Swiss bank said asset management and private banking together contributed two thirds of total profits, almost doubling in two years as Vontobel seeks to be less reliant on its investment banking business.
07/30/2013
BNP Paribas Second Quarter Profit Falls 5%
Stable and resilient revenues: Q2 2013 revenues were €9.9 bn, down 1.8% vs Q2 2012, but revenues stable at operating divisions level
07/30/2013
F&C sees profit rise on cost-cutting drive
Net revenue increased by 4.8% to £126.1M
07/30/2013
Wealth managers neglecting clients
The number of people looking for a new wealth manager because their existing adviser is neglecting them has doubled in a year.
07/30/2013
ANZ becomes fourth bank to open gold vault in Singapore
As banks follow the trail of gold to Singapore, ANZ has become the latest to set up a dedicated gold vault here.
07/30/2013
OP-Pohjola wealth management earnings jump 125%
Finnish financial group OP-Pohjola has reported a 124.9% increase in pre-tax earnings from its wealth management business in the first two quarters of 2013, compared to the same period last year.
07/30/2013
Most Investors are Concerned About Maintaining Their Current Financial Position: Survey
A Spectrem research study indicates that most High Net Worth investors are concerned about maintaining their current financial position.
07/30/2013
Cracking Open the HNW Wallet
A new study by Aite Group found that firms need to invest more in data management and analytics technology to win a larger share of HNW wallets.
07/29/2013
Nicola Horlick seeks gold on silver screen
Nicola Horlick, the former City fund manager once dubbed Superwoman, unveils a new asset management business with plans to raise a $100 million fund to finance Hollywood movie-making.
07/29/2013
Advising Aussie’s biggest Wealth Transfer
Within the next 20 years, 70% of Australia’s financial assets will be held by Generations X and Y.
07/29/2013
How to Get High Net Worth Clients: Communication is Key
Exactly one-fourth of High Net Worth investors do not use financial advisors for investment advice.
07/29/2013
Wealthy investors have few regrets - RESEARCH
Financial regrets do not play a large role in the lives of High Net Worth investors
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
UBS Wealth Management delivers highest profit in four years
UBS adjusted profit before tax CHF 1 billion
07/29/2013
Mattioli Woods buys wealth manager in £6m deal
The deal comprised initial consideration of £3.24 million, including £0.375 million in cash and 946,256 new shares.
07/29/2013
Deutsche Bank Profit Tumbles on Legal Costs
Continental Europe’s biggest bankset aside €600 million to cover legal costs
07/29/2013
UBP Increases Net Earnings by 10%
Assets under management amounted to CHF 81.1 billion (USD 85.7 billion) as at 30 June 2013