07/08/2012

Lloyds Banking nears loan-portfolio sale: report

The appointments are part of group chief executive Jonathan Polin’s change management programme, and what is described as an acknowledgement of the pair’s contribution in the group’s restructure.

07/05/2012

Wanted: female financial advisers

Women are significantly under-represented in the financial planning profession, with only one quarter of financial planners being female. So what are we doing to correct this imbalance?

07/05/2012

Asia spending billions on private tuition for kids

The study by the Asian Development Bank and the University of Hong Kong's Comparative Education Research Centre says shadow education is fast becoming a permanent but expensive fixture in Asia - with countries like Japan spending a whopping $12 billi

07/05/2012

Swiss private bank to cut jobs

Spokesman Reto Giudicetti confirmed comments by Chief Executive Zeno Staub in an interview with the Handelszeitung newspaper on Thursday that the bank would have to lose an unspecified number of positions.

07/05/2012

Defecting US brokers bring along $59 billion assets ‎

“We’re seeing bigger teams now making bold moves and moving to another wirehouse or out of the space completely,” said Alois Pirker, research director at the Boston-based Aite Group, which studies wealth management trends.

07/04/2012

HNWIs more altruistic than advisers think

High net worth individuals are more altruistic than wealth advisers think, according to a global study published by Liechtenstein-headquartered private bank Kaiser Partner.