03/31/2014
Berenberg expands UK private banking team to serve ultra wealthy
German privately owned investment bank Berenberg has set up a new team in London to handle business with "ultra-high net worth" customers
03/31/2014
Geoff Cook, CEO of Jersey Finance, will be the guest speaker at this month’s IoD lunch to give a talk entitled ‘First for Finance: current performance and future prospects for Jersey’s Finance Industry’.
03/31/2014
Standard Chartered pays 118 bankers at least $1.4m
Asia-focused bank Standard Chartered paid 118 of its bankers at least $1.4m last year, topped by a $9.5m payout to Mike Rees, head of its wholesale or investment banking division.
03/31/2014
Global wealth managers partners with Wilshire Funds Management
"Our shared vision and purpose makes this partnership very exciting."
03/31/2014
High net worth investors and institutions from the Middle East were generous in spreading their wealth across Europe’s commercial property in 2013-21 of the transactions valued at €100 million and over were conducted by them during the year.
03/28/2014
Pictet joins Swiss banks Julius Baer Group Ltd. and Vontobel Holding AG in opening new premises in Germany
03/28/2014
Currently both firms advise wealthy families
03/28/2014
The rise in assets under management follows a number of new business wins
03/28/2014
New analysis from wealth consultancy New World Wealth has tracked where the world’s wealthiest people have been moving over the past 10 years.
03/28/2014
Kleinwort Benson's wealth management division racked up losses of £13.9 million in 2013, as the bank's buy of German private bank BHF completed.
03/28/2014
Schroders keeps busy with multi-asset coup
Friends Life’s decision to award multi-asset and equity mandates worth £14.5bn to Schroders represents another “significant win” for the investment house, Jason Hollands has said.
03/28/2014
This week, continuing our series on boutique firms after a sustainable and ethical investing interlude,
03/28/2014
The rise in assets under management follows a number of new business wins
03/28/2014
The essence of wealth management, as most managers would tell you, is distinct from portfolio management
03/28/2014
Most lenders, which offer priority banking services, benchmark S$200,000 as the minimum balance requirement to target the high net-worth market.
03/28/2014
21st Century solution to wealth management
The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually
03/27/2014
The partnership with Raymond James underlines the development of the UK market
03/27/2014
Schroders boss Michael Dobson took home £8.4 million last year.
03/27/2014
Ross McEwan, group chief executive of the Royal Bank of Scotland, has set out a strategy that will tie Coutts more closely to the wider bank’s business customers.
03/27/2014
Anglo-South African Group sells German and Austrian wealth units for $303 million
"The transaction is part of Old Mutual Wealth's commitment to simplify its operations in Europe and focus on a select number of core growth markets,"