04/29/2013
"To continue to meet the needs of our clients, the new combined management team recognise the importance of adapting to fast changing markets and meeting challenges thrown up by the post credit crunch financial landscape."
04/28/2013
China does not only affect South African commodity prices and fast-food habits, it also has an effect on the South African art market.
04/28/2013
Coutts banker detained by US authorities for possible tax evasion
A syndicated article in two Swiss Sunday newspapers says the man is employed by the British private bank Coutts in Geneva and used to work for Switzerland’s leading UBS bank until 2009.
04/28/2013
India has seen the largest fall in super-rich population in the world.
04/28/2013
More wealthy individuals, particularly in Asia, have approached the independents for advice free from attachments to corporate affiliations.
04/28/2013
Investment management group seems to have surprised even itself with how well life is turning out
04/28/2013
Lloyds has been looking in recent months to sell at least a substantial stake of the business to a top-tier wealth management company, according to a person familiar with the talks, which are at an early stage and haven't yet identified a likely buye
04/27/2013
Cantonal Bank of St. Gallen said it may sell parts of Hyposwiss
04/27/2013
Convergent ranks number ten in Top 50 Wealth Managers
04/25/2013
Our collaboration with KPMG helps us further our mission of strengthening families, businesses
04/25/2013
Plans to shift to a more "holistic wealth management fee-for-advice" approach.
04/25/2013
"CWT is excited to partner with GP Wealth's financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth's Signature Service Account."
04/25/2013
Business owners and C-level executives better able to make informed personal investment decisions with an understanding of business risks
04/25/2013
Net profit in Q1 2013 of € 24.8 million
04/24/2013
BMO Harris Private Banking Named Best Private Bank in Canada for Third Consecutive Year
They were was cited for its leadership.
04/24/2013
Though its capital markets business saw weaker profits.
04/24/2013
SJP funds under management grow 12% in Q1 to £39bn
Continued significant growth in new business with funds under management up £4.2 billion to a record £39 billion
04/24/2013
Cambridgeshire-based Beacon Wealth Management has put its recruitment plans into place earlier than expected
04/24/2013
A study from Pershing examines the extent to which UK wealth managers are being forced to re-examine their value proposition in light of the implementation of the RDR.
04/24/2013
While it remains to be seen how this will play out under the Financial Conduct Authority, recent start-up Tier One Capital – founded by former Coutts managers Stephen Black and Ian McElroy - is trying hard to walk the line between these two extremes