03/28/2012
The package, which will run alongside its existing independent advice model, is expected to be available in the market in Q2, and will offer a flexible, bespoke approach to what AXA Wealth currently offers by way of support and pricing.
03/28/2012
The bank said the allegations in the book "Ces 600 milliards qui manquent a la France" — or "The 600 billion missing from France" — were "false and ungrounded."
03/28/2012
The bloc's parliament and member states are approving a draft law to implement Basel III, global rules to toughen up bank capital and liquidity requirements from 2013 to plug regulatory gaps highlighted by the financial crisis.
03/28/2012
Firm appoints experienced wealth management professional to lead expansion into Texas
03/28/2012
Back in 2010, Financial Planning featured Wong Ulrich on its cover with a story she authored about the changing face of financial planners. In the piece she argued that more planners of color are needed to serve the growing ranks of wealthy minorities.
03/28/2012
The number of Asians with at least $100 million in disposable assets overtook North America’s tally for the first time as the world’s “economic center of gravity” continued moving east, Citigroup Inc.’s private bank said.
03/28/2012
The number of Asians with at least $100 million in disposable assets overtook North America’s tally for the first time as the world’s “economic center of gravity” continued moving east, Citigroup Inc.’s private bank said.
03/28/2012
RBC Pushes to Double Wealthy-Client Assets in Emerging Markets
Royal Bank manages about $20 billion for customers living in those markets through local offices and wants to expand that to $50 billion, Barend Janssens, head of wealth management in emerging markets for the Toronto-based lender, said today in an intervi
03/28/2012
Private banking is now big business.
03/28/2012
The U.K.’s new budget has ignited all manner of class warfare. Retirees say it’s a gift to the rich at the expense of the poor. The wealthy say it’s another attack on success and job creators.
03/28/2012
Coutts has continued to see a steady increase in the number of client complaints filed with it, with banking complaints up almost 10% on the year before and investment complaints up 32.1%.
03/27/2012
Barclays wealth and investment management division today launches a new concept in client experience.
03/27/2012
According to the latest poll from Investors Group, the majority (61 per cent) of Canadian working women in relationships feel accomplished in their ability to earn good money and more than half (51 per cent) say they are personally fulfilled by their work
03/27/2012
Add to Portfolio * Go to your Portfolio » Offering a platform of products tailored to the needs of Asian clients, who naturally tend to favor Asia-centric products, is a must, of course.
03/27/2012
On their website Committed to Give, they disclose their names, and call for a critical mass of donors and donations. "We are driven by a sense of responsibility and commitment to the wellbeing and cohesion of Israel’s civil society," they
03/27/2012
If markets avoid a fresh round of volatility, the privately-owned wealth manager could float within the next 18 months.
03/27/2012
A source familiar with the matter said Amanda Staveley, a businesswoman notable for her Middle Eastern connections, was advising the emirate's rulers.
03/26/2012
Banks were yesterday ordered to put their houses in order to stop a new financial crisis crippling the country.
03/26/2012
UBS AG, the Zurich-based investment bank, shifted leadership roles within its wealth-management Americas unit, according to a memo today from Americas Chief Executive Officer Robert McCann.
03/26/2012
Morgan Stanley is interested in buying all of Citigroup Inc's stake in their wealth management joint venture this year in what could be a roughly $10 billion deal, said people familiar with Morgan Stanley management's thinking.