11/04/2013
RBC Global Asset Management Inc. today announced that effective November 12, 2013, five RBC Select Classes, held in the RBC Corporate Class structure, will be closed to new and additional investments
11/04/2013
In our opinion the "whiter than white" strategy of the Swiss government and parliament may be obsolete
11/04/2013
The strategy follows the direction of future reforms in the country.
11/04/2013
Swiss banks need on average to double the assets they manage in order to remain in business as mergers increase among the wealth-management companies
11/04/2013
Affected staff are expected to be notified by the end of this month.
11/03/2013
Legal provision weighs on HSBC private bank unit
The bank's home markets of the UK and Hong Kong were responsible for more than half of the group's profits.
11/03/2013
Brooks Macdonald joins with IFA to offer portfolio management
The Bespoke Portfolio service is designed for private clients who require an individual investment portfolio constructed to reflect their investment objectives, tax status, attitude to risk and other personal circumstances.
11/03/2013
Barclays Plc’s South African unit plans to combine its wealth, asset management, stock broking and investment administration businesses.
11/03/2013
The award ceremony was held in Geneva on 30 October 2013.
11/03/2013
The Q3 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.
11/02/2013
One of the City's first "superwomen" is to take advantage of the power of crowdfunding
11/02/2013
Saxo Bank is considering investing in the sponsorship of a leading Formula One racing team
10/31/2013
How Small Banks Are Succeeding in Wealth Management
In banks' furious scramble for wealthy customers' investments, size is sometimes overrated
10/31/2013
Barclays wins Wealth Manager of the Year
To win ‘Wealth Manager of the Year’ is a fantastic achievement
10/31/2013
"We're open to acquisitions if they're aligned to our strategy," he said Friday at the bank's Q3 results presentation.
10/31/2013
Offshore Tax Scorecard: UBS, Credit Suisse, HSBC, Julius Baer
The crackdown has led to charges against UBS
10/31/2013
This is a tax that was introduced with effect from April 2013 and applies to companies (and similar kinds of structures) which own dwellings with an individual value of £2 million upwards.
10/31/2013
Coutts post-RDR ready advice unit has delivered £2 billion in assets under influence over the first nine months of the year, parent group RBS revealed in its third-quarter results.
10/31/2013
The company said the positive fund flows in Consumer and Institutional, together with positive investment returns of 1.4 billion pounds, were offset by a negative foreign exchange impact of 1.5 billion pounds, and Strategic Partner withdrawals of 2.2 bill
10/31/2013
The global economic crisis had knocked South Africa’s giving, cutting the percentage of those ready to dip into their pockets from 2010’s 94% to 91%.