09/08/2013
Leading Global bank to Review of Wealth-Management Business in Brazil
Royal Bank of Canada, the country’s largest lender, is undertaking a review of its wealth-management business in Brazil.
09/08/2013
Wealth Management Hiring: What Firms Want
Help wanted: Must have proven leadership ability, strong sales skills and big ideas.
09/08/2013
Intense competition, a tendency for wealthy Asians to use multiple private bankers
09/08/2013
The net proceeds of the sale of the Shares will be used to drive our continuing strategy of growth and expansion
09/08/2013
THE British public has long been accustomed to depositing their earnings in a bank account, or investing through an established stockbroker.
09/08/2013
Quilter Cheviot was formed from the merger of Quilter & Co Ltd and Cheviot Asset Management. CategoryPublic
09/08/2013
Leading wealth management firm Expands in Middle East
His responsibilities include overall management of the office and leading the development of key strategic relationships with prospective and existing clients in the Kingdom, such as sovereign wealth funds, central banks, pension funds, asset managers, o
09/08/2013
David Bailin discusses alternative investing with Deirdre Bolton on Bloomberg Television's "Money Moves."
09/05/2013
The Wealth Report provides the definitive global perspective on prime property and wealth
09/05/2013
The Warwickshire office will be headed by investment team director Mike Divers, who is relocating from London, and takes the number of regional offices up to 11 across the UK and Channel Islands.
09/04/2013
Advisors bear substantial reputational risk in determining how to proceed
09/04/2013
Overseas investment may become more of a choice for China's richest families as foreign private bankers are looking at offshore opportunities for their Chinese customers to avoid tougher regulations in the country, a PricewaterhouseCoopers survey sai
09/04/2013
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.
09/04/2013
The bank, one of hardest-hit in Europe by the financial meltdown
09/04/2013
The firm said the new tool has been designed to enable financial advisers to consolidate their work
09/04/2013
Cheltenham wealth manager buys £60m client book
Cheltenham-based weatlh management firm has acquired the client book of Kent-based Valiant Financial Consultants Ltd
09/04/2013
Wells Fargo takes a different approach to global operations from many of the other banks participating at the SWIFT Sibos conference in Dubai this month.
09/03/2013
Given the cohesive nature of EFG International’s international private banking business (spanning some 30 locations worldwide), it will increasingly seek to project a unified approach under the marketing name, “EFG”.
09/03/2013
Law firms focusing on private clients were among the UK’s best performing
09/03/2013
Hargreaves Lansdown has reported a rise in assets under administration, profits and client numbers while revealing further progress in pricing.