05/07/2014
Coutts braced for hit from US tax inquiry into Swiss bank clients
Coutts said it was ‘taking a judicious approach to its involvement’ with the US Department of Justice settlement
05/07/2014
BRI Wealth Management grows with Shropshire acquisition
The expansion means that BRI will have a second office in the Bridgnorth area, which will continue to be run by existing Walter Financial Planning staff.
05/07/2014
European Wealth has completed the reverse takeover of its parent group and this morning began trading on AIM.
05/07/2014
HSBC Holdings' reported profit before tax fell by 20% in the first quarter to US$6,785m compared with US$8,434m in the corresponding period in 2013.
05/07/2014
Standard Chartered PLC has come under fire from investors for its pay policies.
05/07/2014
Chief executive Elliott Weissbluth says adding new platforms will help the firm achieve a business model
05/07/2014
Lisa Detanna at Raymond James of Beverly Hills, CA has been honored with a recognition by Los Angeles Business Journal
05/07/2014
Ultra HNWIs in India 2014 market research report says there were 1,575 UHNWIs in India in 2013, with an average per capita wealth of US$353.4 million, making them a prime target group for wealth sector professionals.
05/07/2014
Fresh off of adding a new platform earlier this year, HighTower Advisors chief executive Elliott Weissbluth now compares the firm's growing reach to perhaps an unlikely rival — Raymond James Financial Inc.
05/07/2014
UBS AG has set tighter expense control targets for its Americas wealth management business.
05/06/2014
UBS Wealth Management profits up
BS delivered a solid first-quarter performance despite a volatile operating environment. Every one of UBS's business divisions and regions was profitable, reflecting the firm's successful strategy and the strong positions it has created both fro
05/06/2014
Aberdeen Asset Management pretax profit down 3 pct
British investment manager Aberdeen Asset Management posted a three percent fall in pretax profit in the six months to March 31, as clients pulled money out of its core emerging market and Asian equity funds.
05/06/2014
Bancorp lists on Germany's Frankfurt Stock Exchange
The Company’s operations are diverse covering a significant involvement in global aviation insurance
05/06/2014
Barclays wealth profit hit by £22m 'Transform' bill
Barclays chief executive Antony Jenkins said strong performance in its retail and corporate banking franchises helped offset FICC weakness
05/06/2014
UK wealth manager hits £3.9bn AUM
Revenues in the second half of the financial year were £16.4m compared with £15.2m in the first half
05/06/2014
Towry secures £70m package to fund wealth buy spree
Towry signs £70m financing agreement
05/06/2014
Guernsey named best international financial services centre
The annual Wealth Adviser Awards recognise excellence among wealth managers and service providers including trust companies, law and accounting firms and international finance centres.
05/06/2014
Swiss wealth-management experts unveil new Multi-Asset Fund
"For 30 years, bonds have served as a stable anchor in investor portfolios," says Felix Zulauf, co-chief investment officer. "These times are long gone."
05/06/2014
Orchard Street acquires prime office building in Soho
Orchard Street Investment Management has completed on the acquisition of 33 Golden Square, Soho, W1 on behalf of St James’s Place Wealth Management, from a client of BNP Paribas for £23.5 million.
05/06/2014
New adventure in Dubai
The SMP Partners Group has expanded its global network with the opening of a new representative office in Dubai.