07/21/2011
Wealth managers get 'hands on' to justify fees
“The economics of the wealth management adviser model is such that it is not truly viable for client business with assets below £250,000,” said Dovey.
Wealth and Asset Management
07/21/2011
IWA market players redefine relationship with discretionary fund managers - study
This trend will be a stark reminder to investment managers that IWAs will not just purely be a passive distribution arm to end-HNWs.
07/20/2011
Winning in wealth management
A big catalyst for change is the rapid evolution of the industry's traditional profit pools.
07/20/2011
Wanted - CEO for Swiss UBS; Germans need not apply
UBS AG's appointment of ex-Bundesbank head Axel Weber as future chairman has made one thing clear...
07/19/2011
Lloyds consolidates International Wealth Business
All international wealth management and private banking divisions will be brought together under a single banner with one managing director.
07/14/2011
Geneva's oldest private bank seeks to double Japan wealth assets
Geneva's oldest private bank, aims to double the wealth it manages in Japan to 200 billion yen ($2.5 billion) in five years through tie-ups with local lenders led by Chiba Bank.
07/13/2011
RBC Wealth Management Climbs to Sixth Largest Global Wealth Manager
RBC Wealth Management placed sixth in the Scorpio Partnership Global Private Banking KPI Benchmark 2011
07/12/2011
SJP appoints property manager after Invista restructure
St. James's Place has appointed Orchard Street Investment Management to run the firm's property funds
07/12/2011
Credit Suisse bags wealth management accolade
Credit Suisse was named the "Best Wealth Management House 2011" by Euromoney magazine
07/12/2011
Asset managers increase profitability but still face challenges
Asset managers have seen higher profitability in 2010 than in 2009
07/12/2011
Swiss duo advise on wealth manager deal
Two Zurich firms advised on the acquisition of an independent wealth manager
07/11/2011
RBC Brings International Capabilities of BlueBay Asset Management to Canadian Investors
The BlueBay Global Monthly Income Bond Fund is available to individual investors through four low-cost fee options
07/08/2011
Rich Russians move cash to Europe
Concerned by a slow economic recovery and political change in Moscow, Russia's wealthy business leaders are increasingly eyeing assets in Europe
07/07/2011
Why women earn less than men - 'they don't negotiate'
A number of times men earn better salaries than women for the same job for the simple reason that women don't ask for more money, according to experts.
07/05/2011
Ministers have to submit wealth reports to PM
Anne Pambid
07/04/2011
ABN Amro seeks to sell Swiss private banking unit
ABN Amro Bank NV wants to sell it private banking operations in Switzerland, Swiss daily Handelszeitung reported at the weekend, citing unnamed sources.
03/20/2011
Heartwood launches Investment Management Division
Heartwood has launched its Investment Management as a separate division
03/08/2011
Heartwood wins PAM award for second year running
Heartwood, the independently owned wealth manager, has been selected ‘Best Overall Wealth Solutions Provider - High Net Worth’ for the second year running at this year’s PAM Awards, which are widely regarded as the ‘Oscars’ f
03/07/2011
Wealthier people plan to leave an average of £10,000 each to charity
Over three quarters (78%) of wealthier parents plan to leave an inheritance, of which an average of £10,394 or 3% of their total assets will go to charity
02/09/2011
BNP Paribas launches One Bank for Corporates in Europe
BNP Paribas offer new services for corporate clients