11/12/2013
The presentation comes as the unit attempts to earn $1 billion in annual pretax profit, a benchmark Mr. McCann set in 2010. It hasn't accomplished that yet, but it is getting closer:
11/12/2013
National advisory firm Chase de Vere has created a specialist division to service high-net-worth individuals, promoting Darren Pearce as head of the team.
11/12/2013
The successful management of family wealth has always been a challenge, even in the best of times.
11/12/2013
The DeVere Group’s founder and chief executive is to expand the Acuma wealth management operation he bought earlier this year into Hong Kong next week
11/12/2013
Almost half of them 31 are International Banks, all located in Dubai, says study by Insight discovery.
11/11/2013
Smith & Williamson ranks among the top ten independently owned wealth managers* in the UK, with over £14 billion of funds under management and advice (as at 30 September 2013).
11/11/2013
Nedbank Private Wealth is aiming to double its client base in the Middle East over the next year, with plans also afoot to expand into Asia
11/11/2013
Barclays Says Swiss Bank Is Vital for Wealth Management Unit
The Geneva-based unit isn’t profitable
11/11/2013
All of our clients benefit from the scale of the Dynasty Network.
11/11/2013
Goldman Sachs Group Inc can cut pay dramatically and maintain staff when times are tough because it pays so well in good times,
11/10/2013
Pridham Report says bumper equity fund sales down to wealth and discretionary managers after mass market ‘falls into advice gap’.
11/10/2013
We have trawled the sector to identify the individuals with significant influence over fund selection processes at their companies.
11/10/2013
Standard Chartered has been one of the best performing banks over the last decade, trebling in size and delivering compound annual income growth of 15 percent
11/10/2013
The KPMG study was carried out jointly by KPMG and the Institute of Management at the University of St Gallen, and was based on a combination of interviews and an online survey.
11/10/2013
When it comes to high-level wealth management talent, it’s still a seller’s market.
11/09/2013
Swiss banks on course to reinvent themselves
Banks such as Lombard Odier and Pictet have led the transformation
11/07/2013
Client assets grow to € 51.8 billion
11/07/2013
UBS has repurchased a troubled asset fund handed over to Switzerland's central bank in the midst of the financial crisis, marking a symbolic end to state support for the country's biggest lender.
11/06/2013
Wealth and asset management company Peregrine said on Wednesday it was in talks with various companies and was looking to clinch an acquisition within the next six months.
11/06/2013
The strong performance follows a recent successful refresh of the platform aimed at giving it a new look and feel and enhanced accessibility for advisers, and their clients.