10/18/2013
Wealth management firms look to hard assets for next price boom
As equity markets hit all-time highs again, investors haven’t forgotten the 2008 market meltdown that resulted in a 40 percent loss.
10/17/2013
Brooks Macdonald Group plc the AIM listed integrated wealth management group, today announces an update on its funds under management for the quarter ended 30 September 2013.
10/17/2013
Praemium hires Nick Stanhope and Ari Towli from North Investment Partners to join wealth management service.
10/17/2013
Morgan Stanley, which has made a bigger bet on wealth management than any other major U.S. investment or commercial bank
10/17/2013
The new brand reflects the company's significant and on-going commitment to the business
10/16/2013
Rathbone Brothers has seen a 15.6% increase in funds under management in the first three quarters of the year, with flows accelerating in Q3.
10/16/2013
Fixed income trading revenue plummeted 44%, far more than declines posted by its competitors.
10/16/2013
Britain’s legal challenge to the forthcoming European cap on bankers’ bonuses is unfounded
10/16/2013
St James’s Place is trying to bring more women advisers into the industry through its training academy so that clients have more choice.
10/16/2013
Societe Generale picked about five suitors to study the unit’s finances after they made initial offers
10/16/2013
The EU's financial services chief has defended the right to cap City bankers' lavish bonuses in the face of a legal challenge from Britain over new pay rules.
10/16/2013
Swiss Private Bank To Close Over IRS Investigation
The bank is one of 14 under investigation for allegedly helping Americans evade taxes.
10/16/2013
Raymond James recently recruited the firm Provenance Wealth Advisors consisting of 10 advisors and 14 registered associates
10/15/2013
Wealth managers eyeing opportunities in Japan could have done without last week’s dressing-down of Tokyo-based Abraham Private Bank.
10/15/2013
The business will be run as a stand-alone division, and will be re-branded Salamanca Group Trust Services.
10/15/2013
Wealth manager places Woodford's mandates under review
Wealth management firm is reviewing two mandates managed by Neil Woodford after yesterday's shock departure announcement.
10/15/2013
This means plotting such a scenario in the current globalised world is nigh on impossible, albeit it is clear the impact would be colossal.
10/15/2013
Wealth managers in the UK are missing out on the opportunity to manage more than £2 trillion, as they focus only on the very richest and ignore the individually less rich – who actually control more than half of the nation’s liquid wealt
10/15/2013
Wealth management firm Northern Trust said Wednesday that its third-quarter net income climbed 16 percent as it made more money from fees and benefited from a gain on an office building sale.
10/15/2013
Bank of America’s global wealth & investment management unit on Wednesday reported record-setting quarter in assets under management and fees earned, even as advisor headcount and productivity dipped.