09/17/2013
JBWere mulls new execs: report
JBWere is considering several senior executives from rival groups to head its broking and wealth division,
Wealth and Asset Management
09/17/2013
Kennedy Wealth Management Wins Best Wealth Management Company Award
Companies were honored for the excellent products and services they provide to the Greater Los Angeles area.
09/16/2013
Leading Wealth Management Firm Announces Company Expansion
We are very proud to be recognized as one the largest firms under Commonwealth Financial Network
09/16/2013
Deutsche Asset & Wealth Management Strengthens Global Trading Team with Senior Hires
Our trading team is able to use DeAWM's scale and global reach to implement investment ideas in a highly efficient way
09/16/2013
Investec Wealth & Investment performance 'well ahead' on improving margins
Total funds under management were posted at £36.7 billion at the end of September 2012 and by 31 August 2013 they had climbed to £39.4 billion.
09/16/2013
Formula One's Top 10 Ultra Wealthy
World's leading ultra high net worth intelligence firm, reveals a list of the top 10 ultra wealthy individuals affiliated with motorsport's premier race.
09/15/2013
Swiss private bank wants to sell its German private clients unit
France's BNP Paribas and Spain's Santander are among those interested in buying the business.
09/15/2013
A Very Asian Haven
Singapore retains distinctive Asian characteristics, so stop saying it’s like Switzerland
09/15/2013
ANZ counts on Asia-Pacific to drive growth
Australian bank seeks to achieve targets by acquisitions and focusing on affluent customers
09/15/2013
Capital targets wealth managers with Europe relaunch
The firm has been expanding its salesforce, particularly in continental Europe.
09/15/2013
Julius Baer Integration Chief Says Merrill Transfer on Track
Julius Baer is making acquisitions to compete with larger UBS AG and Credit Suisse AG
09/15/2013
UBS AG : Private banks seek missing digital link with customers-UBS exec
It's fundamentally different and will have a disruptive effect on our business.
09/14/2013
Banks lock out Americans over new tax law
That's what banks around the world have been telling their U.S. customers.
09/12/2013
7IM applies platform charge to own funds
7IM says the new platform charge will be applied to its own funds from April 2014, alongside the incoming platform rules.
09/12/2013
US wealth market still attractive for Swiss banks: Vontobel CEO
The United States remains attractive for Swiss private banking as the number of wealthy clients outweighs any problems linked to a long-running battle over banking secrecy laws.
09/12/2013
Vontobel CEO Staub Sees Fewer Swiss Banks After U.S. Tax Probe
Hundreds of banks may be covered by the U.S. plan to punish firms that used accounts to help American clients evade the Internal Revenue Service.
09/12/2013
Julius Baer joins Team Tilt
Team Tilt is proud to welcome Julius Baer as a sponsor to the team.
09/11/2013
France's No. 2 listed bank said to explore sale of Asia private bank
The sources declined to be identified as the discussions are confidential.
09/11/2013
The 23rd annual Private Banker International Summit and Global Wealth Awards 2013
Hear from leading experts about the threats and opportunities in wealth management
09/11/2013
Apcims looks to rebrand as Wealth Management Association
Apcims adds it has already secured the rights to a new trademark and the name Wealth Management Association.