05/12/2013
Towry boosts pre-tax profit by £1.1m on last year
Our business has grown significantly over the last few years
Wealth and Asset Management
05/12/2013
German asset managers join forces to launch US property boutique
Ahead of new regulation and with a mind to tap new institutional clients, two German asset management firms have started their own US property group.
05/12/2013
It's Official (Sort of): JPMorgan Is World's Biggest Bank
It's the world's largest bank by total assets
05/11/2013
What am I bid for a week's work at Coutts? - the Westminster school auction
Persuading wealthy supporters to stump up thousands of pounds to secure their kids internships
05/10/2013
Private bank highlights importance of customer service
Customer service has been at the heart of a new strategy by private bank Duncan Lawrie
05/09/2013
Coutts partners with Condé Nast Traveller to produce The Expert
The 65-page guide to travel will be distributed with Tatler magazine in Hong Kong and Singapore in May.
05/09/2013
Stanchart Said in Final Talks to Buy India Wealth Unit
Standard Chartered Plc, the U.K. bank that earns most of its profit in Asia, is in final talks to buy Morgan Stanley’s Indian wealth management unit, two people familiar with the discussions said.
05/09/2013
Cass to launch new Masters in Wealth Management
New postgraduate degree responds to demand for specialist training in wake of Retail Distribution Review
05/09/2013
Queen's bank predicts upturn
West Midlands are poised to help kick-start an economic upturn despite the slow pace of recovery
05/09/2013
Dutch insurer Achmea to pull £10.3bn from F&C
Overall it was a mixed quarter for F&C's strategic partners arm as positive performance
05/09/2013
China issues new rules targeting wealth management fund pools - sources
China's bond market regulator closed off a loophole on Friday
05/08/2013
Recession-Weary Gen X Millionaires Express Greatest Financial Regrets
The wealth position of younger households was hit much harder by the Great Recession
05/07/2013
Chinese HNWIs Shift Wealth Management Focus -RESEARCH
Thirty Percent of More Than 3,000 High Net Worth Individuals Surveyed Name Wealth Preservation as Top Priority
05/07/2013
A wealth of rich folk gives Hiscox a boost
“We are in a good position to benefit from rate rises in the US casualty market and it is pleasing to see substantial growth here.”
05/07/2013
HSBC profits almost double in the first three months of the year
Cost-cutting measures and fall in bad debts push UK bank's first quarter profits to £5.4bn, 95% higher than in 2012
05/07/2013
Citigroup appoints Chief Strategist for Private Banking
He is currently Managing Director and US Economist in Citi Research, and is held in high regard for his views including his extensive work on demographic and policy challenges with a focus on the implications for long-term asset market performance.
05/07/2013
UBS overhaul ups pressure on private banking head
In a 16th century Swiss castle in March the boss of UBS challenged the head of its private bank to explain his plans for overhauling the business of managing the money of the rich.
05/07/2013
Credit Suisse’s Global Financial Strategies Group Releases Framework for Improving the Quality of Decisions
Credit Suisse’s newly formed Global Financial Strategies Group announced the release of its inaugural publication entitled, “Cultivating Your Judgment Skills – A Framework for Improving the Quality of Decisions.”
05/07/2013
Standard Chartered shareholders show disapproval of four executives
Shareholders have issued a rebuke to four Standard Chartered executives
05/06/2013
Another Swiss private bank in the sights of the US Department of Justice
The news came as Patrick Odier, president of the Swiss Bankers Association, renewed calls for a speedy resolution of what he labeled “the extremely difficult negotiations” between the US and Switzerland.