01/29/2014
An acquisition the bank said “aligns with our strategy to grow our wealth management business in North America and supports our goal to grow wealth management to 15% of the bank’s overall earnings.”
01/29/2014
Brewin Dolphin's revenue has been impacted by its well-flagged move to a transparent pricing model.
01/29/2014
The outflows were mainly a result of one investor in the Liontrust Global Strategic Bond Fund redeeming GBP106 million, while an institutional investor redeemed GBP39 million from the UK Retail funds.
01/29/2014
Shares in F&C rose 7.1p to 123.5p taking it above the offer price, which is at around a 30 per cent premium to before the bid announcement.
01/29/2014
RBC Wealth Management also came runner-up in the ‘Jersey Trust Company of the Year’, 'Guernsey Trust Company of the Year', 'Caribbean Trust Company of the Year' and 'Hong Kong Trust Company of the Year' categories
01/29/2014
The Succession Group was established in Plymouth by Simon Chamberlain in 2009.
01/29/2014
Miss Le Poidevin was one of only four women to win awards at the Citywealth Power Women Lunch 2014 which was held on Thursday 23 January in London.
01/29/2014
Increasing numbers of pensioners who've found a place in the sun have opted to move their pensions overseas with them
01/28/2014
After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.
01/28/2014
Millennials are as Financially Conservative as Generation Born During Great Depression
01/28/2014
After more than 20 years in the financial-services rat race, Swiss banker Michael Reichstein packed it in and turned to horse racing for a living.
01/28/2014
Communication is important to Millionaire investors and separates the best advisors from the rest.
01/28/2014
Celent projects that China’s wealth management market will hit US$12 trillion in assets by 2014. After 10 years of rapid growth, the market now faces a turning point as disruptive entrants and a more open environment challenge the incumbents.
01/27/2014
"In the midst of the industry's mutations and consolidations, UBP can rely on its sound client-acquisition strategy, its high-performance range of products and efficient services, and its teams' unwavering efforts to meet all its clients&am
01/27/2014
Bank of Nova Scotia's ING Direct unit sees growth potential in wealth management after it completes efforts to add deposits and customers and introduces a credit card
01/27/2014
Barclays is reportedly debating the fate of its £40m-a-year sponsorship of the Premier League
01/27/2014
Hargreaves Lansdown asks clients for cash
Hargreaves Lansdown customers will have to pay as much as £250 into their accounts to cover its new charges, or risk having their investments sold
01/27/2014
Booming demand for flats and houses last year added £106 billion to the total worth of London’s increasingly precious property, now estimated to be worth a record £1.24 trillion, a study by estate agents Savills reveals.
01/27/2014
A SINGAPORE-BASED British wealth adviser who set off a firestorm by publicly insulting Singaporeans who have to rely on public transport has "parted ways" with his former employer, the firm says.
01/27/2014
The fund range will offer institutional investors access to markets they previously deemed too risky through a series of quant portfolio management techniques.