10/22/2012
Major UK Wealth Firms In Merger Talks
"Culturally and geographically, this transaction is as good a fit as you will find in private client management," a source close to the deal said.
10/21/2012
You know a bank is trendy when it skips the boring and extremely dull paper-based annual reports
10/21/2012
HSBC's brand is one of the great success stories of modern marketing, according to HSBC themselves .
10/21/2012
Swiss private bank to beef up as it eyes growing rich in Asia
The Asia-Pacific head for Wealth Management, said the bank gained its full banking licence last month.
10/21/2012
Bank of Singapore eyes rising affluence in China to double the amount under its care
10/21/2012
DESPITE economic uncertainty, the number of wealthy people in South Africa is rising by as much as 31%
10/21/2012
Group pledges to ‘develop further’ its product range.
10/18/2012
Barclays and other wealth managers will likely have to buy the clean fee share classes
10/18/2012
The BS8577 is a work-based assessment in which the British Standards Institute visits a firm
10/18/2012
EFG International’s stake in EFG Financial Products has reduced from circa 58% to circa 25% as part of the successful IPO of EFG Financial Products.
10/18/2012
The Boston Consulting Group has made public a new study of the market for wealth management
10/18/2012
Swiss private banks may earn less if they only handle tax- declared money from European clients, HandelsZeitung cited Pictet as saying.
10/18/2012
The event, held at Sydney's Doltone House, was hosted by the Australian Fund Manager Association for the 14th year in a row.
10/18/2012
As at 30 September 2012 discretionary funds under management totalled GBP £3.751 billion.
10/18/2012
Instead, Morgan Stanley has produced an ROE of less than 6 percent with one quarter remaining and ranks ninth in its peer group in terms of shareholder return, beating only Credit Suisse Group AG. Gorman, who’s criticized Wall Street pay as too hig
10/18/2012
A new report produced by Ledbury Research reveals some green shoots in wealthy consumer sentiment, as the outlooks of the most influential CEOs in the luxury industry continue to fall.
10/18/2012
The company has grown its asset base from an initial £20 million to a current figure of around £500 million. Bradley Stuart last year delivered turnover of around £1.28 million.
10/18/2012
Assets under custody rose 14% to $4.761 trillion while assets under management increased 16% to $749.7 billion.
10/18/2012
Following an extensive due diligence process, DB PWM has also been awarded the ARC Approved Due Diligence Kitemark.
10/17/2012
US Wealth management firm opens new offices
“Our goal is to continue building a family-oriented wealth advisory business