04/15/2013
Face Time With Clients Priority for Wealth Management Firms
Wealth management firms want advisors to spend more time with clients
Wealth and Asset Management
04/15/2013
Chinatrust introduces new wealth management service
Our customers' needs as a family are the main focus of our wealth management services
04/15/2013
Webster Bank Ups Revenue from Wealth Business
Webster Bank’s push to expand its wealth management business is making a difference in the bank’s financial performance
04/15/2013
Bank bonus cap rules get EU nod
“This aims to put an end to the excessive risk culture which led to taxpayer bail-outs and bank collapses.”
04/14/2013
Rich, sick and idle – misconceptions of the wealthy
Ledbury surveyed 500 UK-based high net worth individuals with at least £500,000 (€588,000) in liquid assets.
04/14/2013
WH Ireland strikes partnership with Darwin Strategic
‘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
Swiss bank's wealth management division seeks to expand
Total invested assets amounted to 1.6 trillion Swiss francs worldwide last year.
04/14/2013
Crescent Wealth appoints leading international experts to Global Advisory Board
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 paid $21m last year
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
Swiss president sees no need to change banking secrecy
Now is a "dangerous time for Switzerland (but) unlike Luxembourg, Switzerland is not part of the EU
04/14/2013
50% of WM firms rated “very good” by their clients
2012 saw a 3.4% increase in UK wealth management client satisfaction as measured by the MDRC index.
04/14/2013
Clash of the listed wealth titans: fund managers’ top picks for 2013
Listed wealth management companies offer investors the opportunity to benefit from rising markets
04/14/2013
Record targets wealth managers with cash fund
It’s a market we’ve been investigating for nine months and a “global money fund”
04/14/2013
Citigroup first-quarter profit rises 31 percent
Revenues of $20.5 Billion
04/14/2013
Dearborn Partners Acquires NFP
After a thorough and rigorous process, and with the assistance of its legal and financial advisors, the special committee negotiated and recommended this transaction with Madison Dearborn to the full Board.
04/11/2013
Julius Baer shareholders reject bank's pay plan
Rivals UBS and Credit Suisse face shareholders in coming weeks
04/11/2013
58% of financial services practitioners believe bonuses should be set by banks’ shareholders, not politicians
The CISI survey results appear as CEO Simon Culhane suggests that the public and media are allowing the politics of envy to reduce the attractiveness of the UK as a major financial centre.
04/11/2013
CIBC to buy wealth firm for $210 million
The firm provides integrated wealth management solutions for high-net-worth individuals, families, foundations and endowments through a team of 235 relationship management, investment management, wealth strategies and support professionals.
04/10/2013
Co-investment opportunities to attract Chinese HNW
"Maybe they are aiming for a globalisation strategy and investing in a similar company in Australia is a very good shortcut to getting access to that industry and access to that experience so that's something that I personally get asked a lot f
04/10/2013
UHNW Anticipate Tax Hikes
Roughly 80 percent of the UHNW consider tax consequences when making financial decisions, ranking taxes, along with risk and diversification among their top three investment-selection criteria, according to our first-quarter study.