02/24/2013
Rathbones IM continues regional expansion
This new hub complements Rathbones’ established presence in Winchester and brings its total number of branches to 14 across the UK and Channel Islands.
Wealth and Asset Management
02/24/2013
Two prestigious awards for Nedbank Private Wealth
The awards presented recently to Nedbank Private Wealth were an outright win of the category Best Private Bank for High Net Worth Clients US$1m to US$10m, and an equal first for Relationship Management, both for the Jersey region, under the Global Award C
02/22/2013
DBS promotions targeting wealth management clients
DBS Taiwan has launched various promotional offers targeting those with wealth management needs.
02/21/2013
PAM Winner - Northern Trust Named "Best Private Wealth Manager"
“Private Asset Management magazine selected Northern Trust for the award because of its expertise in the private wealth arena and its ability to provide clients with top of the line investment, wealth planning and servicing capabilities.”
02/21/2013
PAM Winner - Marsh Private Client Services Awarded Best High Net Worth Insurance Firm
The winners of the 2013 awards were chosen by an outside panel of industry experts and were announced in a ceremony at Cipriani in New York on February 12, 2013.
02/21/2013
PAM Winner - Atlantic Trust Named Best Wealth Manager: Long-Term Performance
Atlantic Trust was recognized by Private Asset Management for the firm's long-term investment excellence.
02/21/2013
PAM Winner - U.S. Trust Wins Best Private Bank – Client Service
“We take great pride in being recognized for what U.S. Trust is most committed to: service to our clients and their families."
02/21/2013
Nick Travis and Kevin O’Shea named in Citywire Wealth Manager’s Top 30 under 30
The entrants are decided on a combined basis of academic success, professional qualifications, and the impact they have had on the business they work for.
02/21/2013
Swiss private bank opens London office
“It fits very much within our strategy of chasing global entrepreneurs,”
02/21/2013
East Midlands-based IFA moves £70m to Novia
Steve Moseley said that cost, functionality and usability dictated the platform switch.
02/21/2013
Julius Baer Most Hurt by Kickbacks Ban
Julius Baer Group Ltd. (BAER) would probably be the most affected by the elimination of retrocession fees, or kickbacks, that are paid to banks in Switzerland for selling fund products, Morgan Stanley analysts said.
02/20/2013
AMP Wealth Management up 21 pc
“The strong performance of our Wealth Management business reinforces the benefits of the merger with AXA, with a suite of contemporary products and services that cater for all key market segments, supported by Australia’s leading financial adv
02/20/2013
Raymond James reports new AUA record
Client assets under administration reached a new record of $403 billion, up 2.8% over last month and 43.6% over last January. Similarly, financial assets under management reached a new high of $48.9 billion, up 5.2% over last month and 32.9% over last Jan
02/20/2013
Sanlam acquires two more IFA businesses
Sanlam Private Wealth has acquired two new IFA businesses for an undisclosed sum
02/20/2013
Vontobel moves Dubai business to Geneva after good year
The Zurich-based bank, long noted for its work as an investment bank, has had offices in Geneva since 1993, where it has private and institutional clients.
02/19/2013
HighTower lands veteran Merrill Lynch adviser team
The Sarian Group manages $650 million for high-net-worth clients
02/19/2013
Boston Private Bank continues California expansion
“By adding or expanding these offices, we deliver the private banking and wealth management services our clients value
02/19/2013
Rathbones grows funds as ex-Williams de Broë chief joins board
Profit falls at private client and investment manager as £1m FSCS bill hits.
02/19/2013
BNP Paribas targets UHNW clients in Asia
The wealth unit is hoping to increase its client base in Asia
02/18/2013
Jewellers & Coutts team for jewellery box auction
‘The Prince’s Foundation for Children & the Arts’ and ‘Holts Academy’ supported by Coutts