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
Singapore retains distinctive Asian characteristics, so stop saying it’s like Switzerland
09/15/2013
Australian bank seeks to achieve targets by acquisitions and focusing on affluent customers
09/15/2013
The firm has been expanding its salesforce, particularly in continental Europe.
09/15/2013
Julius Baer is making acquisitions to compete with larger UBS AG and Credit Suisse AG
09/15/2013
It's fundamentally different and will have a disruptive effect on our business.
09/14/2013
That's what banks around the world have been telling their U.S. customers.
09/12/2013
7IM says the new platform charge will be applied to its own funds from April 2014, alongside the incoming platform rules.
09/12/2013
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
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
Team Tilt is proud to welcome Julius Baer as a sponsor to the team.
09/11/2013
The sources declined to be identified as the discussions are confidential.
09/11/2013
Hear from leading experts about the threats and opportunities in wealth management
09/11/2013
Apcims adds it has already secured the rights to a new trademark and the name Wealth Management Association.
09/11/2013
Reuters' sources also said that both global lenders and top Asian banks could be interested in SocGen's private bank in Asia.
09/11/2013
However, she declined to confirm how many redundancies were being targeted in the division, or to state what the ultimate target number for redundancies across Bank of Ireland would be.
09/11/2013
rowing number of high net worth individuals in the region was challenging small private lenders which did not have enough assets to rival those of global banks and even local banks.
09/10/2013
“Wealth management is a key priority for ANZ and we have a clear strategy to grow our share of the wealth market here in New Zealand.
09/10/2013
Brooks Macdonald Group plc ("Brooks Macdonald" or the "Group"), the AIM listed integrated wealth management group, today announces its results for the year ended 30 June 2013.
09/10/2013
Sussex-based husband and wife Tracey and Derek Evans have left national IFA Ashley Law and rebranded their firm as Juno Wealth Management.