07/03/2013
Oldest French-Swiss private bank bulks up with merger
The oldest private bank in French-speaking Switzerland to offer a variety of investment funds alongside its traditional wealth management services.
07/03/2013
Figures show that charities claimed £3bn and donors claimed £1.09bn, including £510m from inheritance tax and £40m in payroll giving
07/02/2013
The Q2 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
07/02/2013
Over 70 cyclists, including staff from IW&I and their guests, are participating in the ride which will cover all five Ashes Test grounds in five days in mid-July. The target is to raise £200,000 in total.
07/02/2013
In addition, BNP Paribas Wealth Management was awarded as one of the Top 3 Best Private Bank in China and Top 3 Best Private Bank in Taiwan, in the foreign category.
07/02/2013
Keeping on top of overheads and investing in technology, particularly “bespoke” software, had also improved the firm’s financial performance,
07/02/2013
The fact that they died in such tragic circumstances while trying to help others less fortunate
07/02/2013
The European Parliament narrowly rejected proposals to ban fund managers from receiving bonuses amounting to more than their annual salary
07/02/2013
Independent financial adviser Chase de Vere has posted a £11.6m loss for 2012
07/02/2013
The STEP Private Client Awards highlight excellence among private client solicitors/attorneys
07/01/2013
Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds
07/01/2013
BNY Mellon has received licence approval from the Securities and Futures Commission for its new dedicated Hong Kong-based subsidiary to establish a separately managed accounts business.
07/01/2013
The Government is this week expected to ask Rothschild to advise it on separating RBS into a good bank and bad bank.
07/01/2013
Unprecedented amount of wealth is set to pass to the next generation
07/01/2013
Individual mainland investors are no longer in a rush to buy gold.
07/01/2013
The ownership as well as the group’s management will remain in the hands of the current managing partners
07/01/2013
The integration of the new businesses is moving ahead swiftly and in line with the original plans.
07/01/2013
he wealth management firm said it planned to develop its workplace pensions business to increase its market share
07/01/2013
President and CEO of Peak Financial Group, is pleased to announce the arrival of well-known and highly respected portfolio managers
07/01/2013
Wealth Manager broke the news that Deutsche Asset & Wealth Management is readying a sale of its regional network and the bulk of the former Tilney business that it acquired in 2006.