03/14/2012
Representing a major milestone in the evolution of WMR's Chief Investment Strategist function, the move underscores the commitment of UBS Wealth Management Americas to helping its clients reach their goals by delivering the best research from the sma
03/13/2012
Deutsche Bank Private Wealth Management (DB PWM) has relocated its Glasgow office and boosted the staff headcount with five recruits.
03/13/2012
With the opening of the new representative office in Tel Aviv, Julius Baer marks another important milestone in the development of its global network, which comprises offices in more than 40 locations in over 20 countries.
03/13/2012
Merrill Lynch Wealth Management has also been named 'Best Private Bank in India' four times in a row from 2005 – 2008.
03/13/2012
The exact location of the office is yet to be finalised, although it is understood that the office will open later this year..
03/13/2012
A team of Morgan Stanley Smith Barney advisers that generated $2 million of revenue last year has started an independent investment advisory firm
03/13/2012
A tax deal with Switzerland aimed at preventing high-earning expats and big businesses using the country's secretive banking system to avoid paying UK rates has been criticised by MPs
03/13/2012
Released today, the report, entitled Hot Spots, ranks the most competitive cities in the world for their demonstrated ability to attract capital, business, talent and tourists.
03/13/2012
The firm reported pre-tax profits of £66.8m in the six months to the end of January, up from £58.3m the year before.
03/13/2012
Global battle rages for LatAm wealth market clients
Wealth management in Latin America is experiencing turf wars on an international scale between asset managers, private banks and family offices hoping to win over the rising number of affluent clients.
03/13/2012
In its Retail Risk Conduct Outlook, published today, the regulator highlighted private banking and wealth management as an “emerging risk”, warning that poor conduct could lead to “widespread detriment”.
03/13/2012
The Edelman Financial Group is a wealth management company that manages approximately $16.3 billion in client assets.
03/12/2012
Gaining enough shelf space with such banks has proven a key constraint for a fund manager looking to expand its retail presence across Asia.
03/12/2012
The bank collapsed in 2008, sending the economy spiralling.
03/12/2012
Individuals, businesses, and nonprofits with net worth of $1 million or more are eligible to enroll in Webster Private Bank, Webster said Thursday. The bank did not say what it will charge them.
03/12/2012
Societe Generale is launching a new integrated service offering, Private Investment Banking, aimed at ultra high net worth entrepreneurs who have a holding company or a family office.
03/12/2012
Bank of America Merrill Lynch is in talks with a leading banker at UBS as it seeks a senior figure to salvage its badly hit corporate broking arm.
03/12/2012
Barclays Wealth has confirmed the launch the Target Growth plan, a new three-year term structured deposit targeting a maximum 21 per cent return.
03/12/2012
Prior to joining First Republic, he worked at Goldman Sachs Trust Company and Neuberger Berman Trust Company.
03/09/2012
The In$ide Paradeplatz story suggested Clariden Leu was asking SFr20-40mn for the business, which manages more than $2bn assets under the leadership of Michael Stahel.