10/29/2013
15% discounted pass to The Future of Private Banking
The conference is your chance to meet like-minded professionals and discuss strategies to adapt to the changing private banking landscape.
10/29/2013
Announced at a ceremony in London last night attended by over 700 high net worth individuals, entrepreneurs, philanthropists, wealth managers and society figures, RBC Wealth Management was chosen by a judging panel from a shortlist nominated by Spear&rsqu
10/29/2013
The accolade, which is approved by AKG Actuaries & Consultants, recognises the firms' qualifications, recurring income and commitment to the profession.
10/29/2013
UniCredit CEE Private Banking has entered into an agreement with the investment research firm Morningstar to help support the financial education provided to the bank's clients.
10/28/2013
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/28/2013
The global wealth division saw a 6% increase in net funds management and insurance income year-on-year, as well as a 2% reduction in operating expenses along with a favourable non-recurring tax benefit.
10/28/2013
Stanchart's shares have been hit by concerns about a slowdown in Asia derailing its decade-long growth.
10/27/2013
Adapting to new client and regulatory expectations: industry leaders explore strategies for success
10/27/2013
Baird takes over wealth management consultant
Alpha provides a range of consulting services and employs nearly 100 consultants in Luxembourg, New York and Paris
10/27/2013
This is a key finding in Fidelity Worldwide Investment’s survey on wealth management by singles.
10/27/2013
Private investors have turned to real estate as a "safe haven" for wealth preservation
10/27/2013
Its investment team includes chief investment officer (CIO) Shaun Port, who has 20-years’ experience devising investment strategies, and renowned economist John Kay.
10/27/2013
Psigma Investment Management today announces the completion of the acquisition of AXA Framlington’s private client business.
10/26/2013
Swiss banks and industry representatives are increasingly cautioning bankers who have worked with US clients to refrain from travelling outside Switzerland, the paper reported.
10/26/2013
Belgian tax inspectors are claiming more than 367 million euros in taxes from wealthy Belgians who kept accounts with HSBC Private Bank in Switzerlan
10/23/2013
Shifting market dynamics are driving increased demand from U.S. financial advisors for more innovative strategies to help investors balance risk and return
10/23/2013
Net income rose 79 percent to 454 million Swiss francs ($509 million) from a year earlier as an accounting charge related to the bank’s own debt wasn’t repeated, the Zurich-based bank said today.
10/23/2013
Continued strong momentum with record funds under management of £41.8 billion
10/23/2013
A major factor behind this performance is rising markets, which have boosted sentiment across the sector given these firms' earnings capacity in intrinsically linked to equities.
10/23/2013
Skandia has scrapped plans to purchase minority stakes in advice firms but could consider buying a large adviser or building a distribution arm from scratch.