04/28/2013
Lloyds has been looking in recent months to sell at least a substantial stake of the business to a top-tier wealth management company, according to a person familiar with the talks, which are at an early stage and haven't yet identified a likely buye
04/27/2013
Cantonal Bank of St. Gallen said it may sell parts of Hyposwiss
04/27/2013
Convergent ranks number ten in Top 50 Wealth Managers
04/25/2013
Our collaboration with KPMG helps us further our mission of strengthening families, businesses
04/25/2013
Plans to shift to a more "holistic wealth management fee-for-advice" approach.
04/25/2013
"CWT is excited to partner with GP Wealth's financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth's Signature Service Account."
04/25/2013
Business owners and C-level executives better able to make informed personal investment decisions with an understanding of business risks
04/25/2013
Net profit in Q1 2013 of € 24.8 million
04/24/2013
BMO Harris Private Banking Named Best Private Bank in Canada for Third Consecutive Year
They were was cited for its leadership.
04/24/2013
Though its capital markets business saw weaker profits.
04/24/2013
SJP funds under management grow 12% in Q1 to £39bn
Continued significant growth in new business with funds under management up £4.2 billion to a record £39 billion
04/24/2013
Cambridgeshire-based Beacon Wealth Management has put its recruitment plans into place earlier than expected
04/24/2013
A study from Pershing examines the extent to which UK wealth managers are being forced to re-examine their value proposition in light of the implementation of the RDR.
04/24/2013
While it remains to be seen how this will play out under the Financial Conduct Authority, recent start-up Tier One Capital – founded by former Coutts managers Stephen Black and Ian McElroy - is trying hard to walk the line between these two extremes
04/23/2013
China will heighten oversight on wealth management products in 2013 by taking a closer look at money flows off banks' balance sheets to reduce financial risks at a time when growth is slowing in the world's No. 2 economy.
04/23/2013
The transaction, which was announced on 12 March 2013, was closed on 23 April 2013.
04/23/2013
High returns, strong client franchises, reduced cost base and lower risk- weighted assets:
04/23/2013
Barclays expects to make a further £500m charge later this year.
04/23/2013
CWB to invest in wealth management firm
With assets under management approaching $1 billion, the investment strategies and services of McLean & Partners are an excellent
04/23/2013
Despite the cost of the additional levy, the strong asset numbers combined with continued tight cost control.