10/08/2013
Umpqua Bank’s plan to grow the private banking business to 10 times its size by 2018 may shift into high gear if its parent company’s planned acquisition of Sterling Financial Corp. is approved.
10/08/2013
Advisers are increasingly confident about the UK economy although worries over interest rates are on the rise
10/08/2013
The increased concentration of income and wealth simply reflects the economy's effort to adapt to bad monetary policy.
10/08/2013
Pershing to roll out automated systems for re-registration to platform clients later this year.
10/08/2013
The deal - Bellpenny's 11th - takes the company to £1bn funds under management.
10/08/2013
Invesco Ltd. today reported preliminary month-end assets under management (AUM) of $745.5 billion, an increase of 3.6% month over month.
10/07/2013
Horrell plans to exit from as many as 130 countries over the next three years
10/07/2013
UBS Adviser Breaks Away To Form Independent Firm
The firm said the move was driven by a desire for access to new technology, a broader choice in clients and independence as a fiduciary adviser to its 119 family clients, who are based around the country.
10/07/2013
Consolidated revenues totalled CHF 59.1 million over the same period, registering a 64% increase on an annualised basis.
10/07/2013
Well our big news is that, as of the beginning of October, we are now Directly Authorised
10/07/2013
The chairman of the U.K. markets regulator said there is room for improvement in the selection of client investments by wealth managers.
10/07/2013
Majority of Canada's affluent say they are better off today than before the 2008 downturn.
10/07/2013
With the return of the market for initial public offerings in Europe this year, so also comes a heightened level of competition among its participants.
10/06/2013
The discussion centred around four main themes including eurozone stability which is looking better, the interest rate outlook which we are expecting to stay low for a long time, trends in dividend yields and equity market valuations.
10/06/2013
Many more African billionaires than previously thought
10/06/2013
Under the scheme the client chooses a percentage of their annual gain to donate to charity and that will be matched by TAM which will give the same percentage of its management fees.
10/06/2013
Fidelity said the launch does not represent a full-scale move towards providing new funds for its direct customer base
10/03/2013
UBS yesterday vehemently denied reports in DataRoom that it was looking to hive off part or all of its wealth management arm.
10/03/2013
Morgan Stanley Wealth Management, the nation's largest brokerage by adviser head count, lost $8.4 billion in client assets during the third quarter, as some of its major producers took their business to competing firms.
10/03/2013
Lombard Odier plans to increase its assets in the Middle East to 20 per cent of its global business by the end of 2017.