08/29/2013
The two-year part-time programme is aimed at providing participants exposure to in-depth and actionable expertise in client book management, client investment and client relationship management.
08/29/2013
Performance good but too small to survive
08/29/2013
The bank has not built out its wealth management capability aggressively
08/29/2013
It said revenue had declined as it changed its charging structure and that its approach to the RDR had caused some advisers to leave.
08/29/2013
Frontier markets have not suffered the same heavy year-to-date outflows as emerging market funds
08/28/2013
The two executives will be Hong Kong-based and report to Vincent Duhamel, head of Lombard Odier Asia-Pacific. Both positions are new roles.
08/28/2013
Stephen Evans, SCB’s head of private banking for Europe, Middle East, Africa and South Asia, reveals why Dubai is set to become a global private banking hub.
08/28/2013
Royal Bank of Canada’s profit soared to new heights in the third quarter as the bank reported record earnings of $2.3-billion.
08/28/2013
Sesame, the adviser network arm of Sesame Bankhall group, has reported a loss for 2012 of £9.3m - four times its losses in 2011 - as a provision for a regulatory fine took its toll.
08/28/2013
Canadian Imperial Bank of Commerce, the country’s fifth-largest lender by assets, said third-quarter profit rose 5.8 percent, lifted by its wealth-management unit.
08/28/2013
Find the latest Private Banking Wealth Management jobs
08/28/2013
John Price, executive director of Coutts in Liverpool, says the recession has prompted more people to seek wealth management advice
08/28/2013
Good momentum and growing marke t traction at Kleinwort Benson Wealth Management have not yet translated into profitability due to the continuation of the challenging market conditions seen in 2012, coupled with our ongoing investment into the business to
08/28/2013
Academy director Adrian Batchelor says there is “no justification” for the sector being so dominated by men.
08/28/2013
The bank maintained in July that the agreement would have no impact on its income statement
08/27/2013
NAB's is reshuffling its wealth management division after revealing redundancies of key roles and has appointed a new general manager of Advice Partnerships.
08/27/2013
He managed wealth teams at AXA and AMP for over 25 years and brings with him a wide knowledge in strategic business management in financial planning.
08/27/2013
Infinity says “a large percentage” of its existing clients have thus far switched some or all of their investible assets over to Bestinvest (BI), and “virtually all new clients are choosing it as their investment manager”.
08/27/2013
In Wake of Wegelin's Tax-Evasion-Related Demise, Switzerland's Notenstein Targets Socially Responsible Investing
08/27/2013
Wealth-X will provide the non-profit organisation unrivalled access to the world's largest collection of curated research.