11/05/2013
Rathbones' charity assets jump 35% to hit £2.5bn
We’ve seen growing interest from a range of charities
Wealth and Asset Management
11/05/2013
Surevest Wealth Management Launches Platform for Recruitment
Surevest Wealth Management previously Surevest Capital Management—announces the answer for advisors seeking the balance of high value support services with the independence of managing their own practice.
11/05/2013
Swiss Private Bank Opens Philly Wealth Management site
UBS, the Swiss global financial services company, said Wednesday that it has opened a new private wealth management office dedicated to serving the firm’s ultra-high net worth clients
11/04/2013
RBC announces capping of five RBC Corporate Class Funds
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
Most Swiss bankers believe banking secrecy's days are numbered
In our opinion the "whiter than white" strategy of the Swiss government and parliament may be obsolete
11/04/2013
Edmond de Rothschild AM eyes China’s “new economy”
The strategy follows the direction of future reforms in the country.
11/04/2013
Swiss Private Banks Need to Double Assets, KPMG Reports
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
Barclays cuts 450 UK jobs at private bank and call center
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 Africa to Combine Wealth, Asset Management Businesses
Barclays Plc’s South African unit plans to combine its wealth, asset management, stock broking and investment administration businesses.
11/03/2013
Eric Syz awarded “Industry Leader”
The award ceremony was held in Geneva on 30 October 2013.
11/03/2013
Private Client Indices, ARC Charity Indices
The Q3 2013 performance figures for the ARC Private Client Indices and ARC Charity Indices have been calculated.
11/02/2013
Nicola Horlick to launch 'crowdfund' venture
One of the City's first "superwomen" is to take advantage of the power of crowdfunding
11/02/2013
Saxo Bank hopes to partner UAE bank in wealth management product
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
DBS open to buying Asia-centric private bank
"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
ATED: What is it and how does it affect charities? - Withers
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.