07/01/2013
President and CEO of Peak Financial Group, is pleased to announce the arrival of well-known and highly respected portfolio managers
07/01/2013
Wealth Manager broke the news that Deutsche Asset & Wealth Management is readying a sale of its regional network and the bulk of the former Tilney business that it acquired in 2006.
06/30/2013
Despite challenging global economic conditions, the ultra wealthy in France, Italy, Germany and Switzerland are getting wealthier and growing in numbe
06/30/2013
What is needed is a sound sense of personal investment and finance, and not business acumen or family wealth
06/30/2013
The firm of private bankers has won an award from the Banker Middle East Industry Awards for the second consecutive year.
06/30/2013
For European lenders with private-banking aspirations, a presence in Switzerland used to be a must
06/30/2013
Increased compliance cost is one of the greatest challenges facing wealth management firms
06/30/2013
The world’s developed countries make a surprisingly strong showing in this year’s survey
06/30/2013
Swiss investment bank UBS has been appointed by the organisers of the planned New York Grand Prix
06/30/2013
The dismal performance of the British banks is illustrated in the latest edition of The Banker's Top 1,000 World Banks
06/30/2013
James Hambro & Partners has marked its three-year anniversary by moving into profit
06/30/2013
UBS AG (UBSN), Switzerland’s biggest bank, started storing gold for wealth-management clients at a facility in Singapore,
06/30/2013
Acquisition Establishes Envestnet as the Financial Service Industry's Largest Independent Wealth Management Platform
06/29/2013
“These changes are designed to increase our support for our key adviser population through greater segmentation and tailored consultancy support.”
06/29/2013
The US bank is due to unveil its results next week and according to analysts' consensus forecasts
06/28/2013
Wealth management opens doors for banks
Investment needs and the strategic transformation of banks fostered the rapid growth of wealth management business
06/27/2013
UBS AG (UBSN)’s French unit has boosted revenue by 10 percent in the first half as it returns to profit
06/27/2013
HSBC has been embroiled in a string of scandals, including allowing itself to be used to launder Mexican and Columbian drug money, manipulation of benchmark interest rates such as Libor and the mis-selling of financial products.
06/27/2013
Banks should segregate their wealth management service activities by setting up a separate department or division
06/27/2013
UBS launches 2 and a half year refurbishment