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Wealth and Asset Management

07/02/2013

Investec Wealth & Investment’s Ashes 2013 Cycle Challenge team have broken the £100,000 fundraising mark

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

BNP Paribas Wealth Management wins prestigious awards

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

2plan Wealth Management post first profit

Keeping on top of overheads and investing in technology, particularly “bespoke” software, had also improved the firm’s financial performance,

07/02/2013

Aberdeen Asset Management pair die in cycle tragedy

The fact that they died in such tragic circumstances while trying to help others less fortunate

07/02/2013

Bonus Limit for Fund Managers Rejected in EU Parliament Vote

The European Parliament narrowly rejected proposals to ban fund managers from receiving bonuses amounting to more than their annual salary

07/02/2013

AWD Chase de Vere profits hit as it braces for Keydata fight

Independent financial adviser Chase de Vere has posted a £11.6m loss for 2012

07/02/2013

McManus & Associates Named Finalist for STEP Private Client Awards

The STEP Private Client Awards highlight excellence among private client solicitors/attorneys

07/01/2013

Syz Group positions for better days with expansion plans

Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds

07/01/2013

BNY Mellon on track for managed accounts business in HK

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

Government 'to ask Rothschild to advise on RBS split'

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

Banks race to capture Asia's next-generation wealth

Unprecedented amount of wealth is set to pass to the next generation

07/01/2013

Gold tumble sparks wealth switch

Individual mainland investors are no longer in a rush to buy gold.

07/01/2013

Mirabaud, following Pictet and Lombard Odier, abandons unlimited liability

The ownership as well as the group’s management will remain in the hands of the current managing partners

07/01/2013

Julius Baer takes on Merrill Lynch’s advisers

The integration of the new businesses is moving ahead swiftly and in line with the original plans.

07/01/2013

Ashcourt Rowan plans workplace push as earnings increase

he wealth management firm said it planned to develop its workplace pensions business to increase its market share

07/01/2013

Peak Financial Group enhances its offering with the addition of portfolio managers and the creation of the division Peak Private Wealth

President and CEO of Peak Financial Group, is pleased to announce the arrival of well-known and highly respected portfolio managers

07/01/2013

Seven firms which could buy Deutsche's regional wealth arm

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.

06/30/2013

Fortunes Grow For Ultra Wealthy In Core Europe Despite Tough Economic Conditions

Despite challenging global economic conditions, the ultra wealthy in France, Italy, Germany and Switzerland are getting wealthier and growing in numbe

06/30/2013

Singapore is world's most fertile land for millionaires

What is needed is a sound sense of personal investment and finance, and not business acumen or family wealth

06/30/2013

Lombard Odier Named 'Best Private Bank'

The firm of private bankers has won an award from the Banker Middle East Industry Awards for the second consecutive year.

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