05/15/2014
Former UBS, Wells Fargo advisers to use Raymond James' platform
The Investment Advisors Division of Raymond James Financial provides custodial and support services
05/15/2014
Julius Baer reports high Asia asset transfer of Merrill Lynch acquisition
Julius Baer also confirmed that it completed the transfer of Merrill Lynch’s IWM business
05/15/2014
Envestnet Launches Education Portal
Envestnet Institute reinforces Envestnet’s mission to act as an advocate for independent advisors
05/15/2014
DBS looks to grow wealth management and fees this year
DBS yesterday opened a new branch in Taipei’s Zhongzheng District
05/15/2014
Van Lanschot - Implementation of wealth management strategy on track
Client assets grow to € 55.9 billion
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Kleinwort Benson Wealth Management AuM marginally down
Improved Banking margins and Treasury performance helped drive a small uplift in revenues at Kleinwort Benson Wealth Management AuM was down marginally at £5.7 billion (31 December 2013: £5.9 billion).
05/15/2014
Banks say bonus clawback rules may be unenforceable
Lobby group BBA responds to tough new proposals from the Bank of England
05/15/2014
UBS becomes title sponsor of Art Basel Hong Kong
UBS has signed on as title sponsor of Art Basel Hong Kong, which is expected to welcome 5,000 guests to 50 events at the Hong Kong Convention and Exhibition Centre over the next several days.
05/15/2014
Do You Have What It Takes to Be a Private Banker?
The Wall Street Journal’s Wei Gu talks about the qualities needed for the job.
05/15/2014
CEO Paul Feeney said: "We are taking high quality wealth management services and making them available to all retail investors through our platform where they can view their investments at any time via our new online customer centre.
05/15/2014
Bank of Nova Scotia is looking for a buyer for its $3.8-billion minority stake in wealth management firm CI Financial Corp.
05/15/2014
Wealth and safety - Asset allocator with RBC Wealth Management
David McFadzean of RBC Wealth Management on favouring the long game
05/15/2014
Brewin Dolphin, Seven IM and Liontrust among discretionary providers to go live on platform in April
05/15/2014
Another impressive performance from this multi-award winning business whose reputation as a bank focused on applying sound morals continues to grow.
05/14/2014
Investment consultants are highly influential in the institutional market
05/14/2014
The Diversified Alpha investment committee is chaired by Pictet head of total return equities Philippe de Weck
05/14/2014
German insurer Allianz saw 21.7 billion euros in net investment outflows from its bond fund manager Pimco in the first quarter, hurting performance fees and contributing to a 28 percent decline in asset management operating profit.
05/14/2014
Our outlook remains optimistic with the impact of recent acquisitions expected to have a positive effect on earnings in 2015
05/14/2014
Herding is the reason analysts are unlikely to go out on a limb too far when it comes to earnings predictions