12/06/2012
TD Bank acquisition to boost North American wealth business
TD Bank has been expanding aggressively in retail banking in the U.S. in recent years.
12/06/2012
Among the banks offering special treatment, for a fee, is Bank of America.
12/06/2012
Among the professional services sector, bankers in the UAE got the biggest pay hikes this year, says a recruitment expert in the country.
12/06/2012
They will also deepen the international client product offering as each of the products is offered in Euro and US Dollar, as well as Sterling.
12/06/2012
They were also informed that the bonus cuts should go beyond the required evidence of banks clawing back pay awarded to executives and staff involved in mis-selling.
12/06/2012
Even low-value clients will still need advice post-RDR, IFA argues.
12/06/2012
This isn’t for the moderately wealthy. Ascent targets clients with a minimum net worth of $50 million.
12/05/2012
Wealth managers, as a group, have not grasped the extent to which the financial markets have fundamentally changed in the wake of the 2008-2009 downturn, according to a survey of 130 wealth managers.
12/05/2012
"Managing WMP issuance and payouts is becoming a growing logistical challenge."
12/05/2012
“There are Chinese people who have a lot of money and have soured on China’s real estate market,” said Patrick Chovanec, an associate professor at Tsinghua University’s School of Economics and Management in Beijing.
12/05/2012
BOC Private Banking and BOC Prestigious Wealth Management won the "Best Private Banking Business
12/05/2012
Assets under management will increase to 25 billion Swiss francs ($27 billion) from 24 billion francs at the end of 2011
12/05/2012
The Swiss financial centre mainly has a reputation for wealth management
12/05/2012
The move applies to both trail and platform commissions received from funds’ annual management charges, and head of Saxo Wealth Karsten Henriksen said the change was ‘literally offering clients an extra return on their investments’.
12/05/2012
“We will see an increase in investment opportunities and an increase in activities in the Southeast Asia region,” Lu said in a telephone interview
12/05/2012
“East Africa has actually been leading in economic growth in Africa … Certainly it follows that also the wealthy people will actually grow,” he added.
12/04/2012
UBS' new adviser pay rewards cross-selling
UBS Wealth Management Americas released its 2013 compensation plan to its financial advisers on Tuesday, announcing changes that will give them incentives to sell a wider range of products and bring in more revenue.
12/04/2012
Profit before tax £29.9 million (
12/04/2012
Nationally ranked by Barron's as a top independent wealth advisor, Mariner adds 13 wealth management professionals and continues to expand its national footprint
12/04/2012
"We are delighted that both California Wealth Transitions and Overlake Partners have chosen to partner with us."