02/07/2014
Online Investing Can Transform Wealth Management
Online investment advisers like Covestor have the ability to make a significant impact on the wealth management industry as we know it.
02/07/2014
Global players reinforce leadership in wealth management as costs rise - Euromoney Research
Higher regulatory costs and lower margins have played into the hands of the global private banks that have been able to weather the storm better than their smaller peers.
02/07/2014
Vontobel Says Full-Year Profit Slips After One-Time Charges
In Private Banking, it is using its enhanced profitability to achieve targeted growth
02/07/2014
Deutsche Bank will be looking to capitalise on this candidate movement by cherry picking senior bankers.
02/07/2014
How SA's mega-rich make their money
The company's research shows that South Africa is the wealthiest country on the continent of Africa.
02/06/2014
Investec Wealth & Investment sees £1.1bn net inflows
Investec Wealth & Investment, led by Jonathan Wragg, saw net inflows of £1.1 billion in the nine months to the end of December with the group’s asset management arm attracting £2 billion.
02/06/2014
Legal costs hold back Credit Suisse profits
Profits at Swiss bank Credit Suisse have been held back by the cost of fighting legal battles with the US.
02/06/2014
Credit Suisse retains Best Private Bank award
Credit Suisse has been named Best Private Bank in Guernsey for the sixth consecutive year by Euromoney magazine.
02/06/2014
Private banking: Rise of the CIO
Wealth managers know they have to provide more to clients than a safe place to deposit money and a close relationship with families and individuals.
02/05/2014
UBS Wealth Americas hits billion-dollar profit goal
For Robert McCann, who took control of UBS AG's loss-ridden U.S. brokerage business four years ago, 2013 proved to be a very good year.
02/05/2014
Hargreaves Lansdown reaps new customers from Royal Mail IPO
In a trading statement on Wednesday, the company said 77,000 new clients signed up to its investment services, of whom 27,000 joined to invest in the postal service.
02/05/2014
Here's What JP Morgan Is Telling Millionaire Private Clients As Emerging Markets Crumble
2013 was an excellent year for U.S. stocks, but 2014 has already gotten off to a volatile start.
02/05/2014
Tocqueville Bullion Reserve Fund Launches With $27M
Tocqueville Bullion Reserve, a hedge fund that will invest 100% of its net assets in gold bullion, launched in January with $27 million.
02/05/2014
Life for the wealthy is feeling less secure these days. So they are calling on their financial advisers to help ensure their personal safety.
02/05/2014
Group of high networth private investors plans investment in Nigeria
The offshore credit lines for the project are being managed by Barclays Bank and HSBC for direct investment in viable business ventures in Nigeria.
02/05/2014
IFAs are positive on frontier markets
UK financial advisers believe their clients should increase exposure to frontier markets including countries like Nigeria, according to the latest Baring Asset Management Investment Barometer.
02/05/2014
HNW Research: When wealthy clients become 'unstuck'
This is the first of four papers that will be released during the year, each analysing a phase of the wealth management customer journey.
02/05/2014
A firm's social media footprint can say a lot about how a brand is perceived by clients and the public at large. Here, Wealthmanagement.com ranks brokerages by their social media influence.
02/05/2014
Close Brothers Asset Management has announced its new pricing for self-directed private clients using its platform. This will be implemented from 10th March 2014, and clients have been notified.
02/04/2014
Legis named Guernsey’s ‘Trust Company of the Year’ at prestigious awards
The ‘Trust Company of the Year’ category is awarded each year in recognition of those companies who have excelled in achievement, innovation, expertise and service in their respective jurisdictions.