01/16/2014
A year on from the introduction of the Retail Distribution Review, two thirds of advisers are optimistic about their prospects over the next 12 months, with only 10% expecting things to decline.
01/16/2014
ABN Amro CEO in drag entertains staff as brothel-owning sister
Rather than the usual speech about market conditions, ‘Priscilla Zalm’ outlined how she advised her brother to lead the bank
01/16/2014
Since the beginning of January‚ wealth managers in the Czech Republic have been able to make use of trusts for the first time‚ following extensive changes to the country’s civil laws.
01/16/2014
AFH Financial Group plc is pleased to announce the acquisition of the assets of SR Wealth Management Limited
01/16/2014
Aberdeen Asset Management Hit By GBP4.4 Billion Net Outflow
Aberdeen Asset Management PLC Thursday said its clients withdrew GBP4.4 billion in the first-quarter, as investors turned against Asian and emerging markets.
01/16/2014
Arbuthnot's private bank drives 10% Q4 growth
Arbuthnot Latham has reported strong growth in its assets under management for the fourth quarter
01/16/2014
Digital shift drives wealth management practices
“If we command our wealth,” wrote Edmund Burke, “we shall be rich and free. If our wealth commands us, we are poor indeed”.
01/16/2014
Jupiter Fund Management hiked assets under management to £31.7 billion last year, surpassing £30 billion for the first time.
01/16/2014
Citigroup Inc.'s fourth-quarter profit more than doubled from a year earlier as the bank reined in expenses and bounced back from a 2012 quarter weighed down by heavy charges.
01/16/2014
The specifics of Russian private banking
Although the private banking market is relatively young in Russia, local banks are now capable of competing with their Western colleagues in terms of complex and exotic investment vehicles
01/15/2014
Aberdeen Asset Management publishes more detail on executive pay
Other potentially controversial elements are the lack of an upper limit on bonuses for the directors, including Martin Gilbert, who founded the firm 30 years ago.
01/15/2014
Coming soon: New head of retail wealth management at Canaccord Genuity
The stage has been set for the appointment of a new head of retail wealth management at Canaccord Financial.
01/15/2014
BNY Mellon has partnered with nine prominent investment advisors to offer more than 20 investment strategies.
01/15/2014
Private wealth is increasingly shaping the world's real estate markets
Private wealth is increasingly shaping the world's real estate markets and the use of private equity in major property deals worth at least US$10 million has nearly trebled since 2009.
01/15/2014
Bath-based Epoch Wealth Management business named Adviser of the Year 2014 for the South West
Epoch beat off competition from four other shortlisted firms to win the prestigious award at the New Model Adviser Conference in London.
01/15/2014
Leading private client, fund and corporate services firm acquires Herald Trust
In addition to purchasing the client book, 27 Herald directors and staff based in Jersey have transferred
01/14/2014
UBS Sees Increasing Swiss Competition in U.K. Wealth Push
UBS AG, Switzerland’s largest bank, expects to boost client assets in the U.K. this year even as Swiss competitors try to break into London’s $1.2 trillion private wealth market to help counter withdrawals at home.
01/14/2014
The world’s largest wealth manager increased assets at its British unit by 15 percent to 31 billion pounds in the nine months through September, he said.
01/14/2014
Davy Stockbrokers has acquired Northern Irish wealth management firm, Square Seven Financial Planning, which has 400 clients and £75m of assets under management for an undisclosed fee.
01/14/2014
HNW Investor Returns at a high, yet, confidence in Financial Service Providers at a Low – what’s the deal?
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