03/20/2013
The Private Client Group continues to make modest progress and our domestic operations are now all on one platform following our successful conversion of the Morgan Keegan accounts to the Raymond James system in mid-February.
03/19/2013
Why Swiss banks are finally starting to settle their forgotten accounts
Millions of dollars lie unclaimed in Swiss banks, but specialist investigative agencies have begun to reunite customers with their unexpected windfalls
03/19/2013
Nick Yim, Goldman Sachs’ head of China Market, Private Wealth Management, spoke to The Wall Street Journal about the opportunities and challenges of the Chinese market.
03/19/2013
The FSA, along with the Treasury, needs to transpose the EU rules into law by July this year – but there will be a one year implementation period after that.
03/19/2013
Sustained pressure on costs is expected to mean the bank will look to cut more jobs in the coming years
03/19/2013
Warren Buffett has pledged to give away the bulk of his fortune to philanthropic causes
03/18/2013
Queen’s Bank Woos Wealthy Chinese
The bank currently employs 500 people in its Singapore and Hong Kong offices providing a range of services to exclusive clients including wealth management.
03/18/2013
Each business will retain its own brand and general managers who will report directly to Micallef.
03/18/2013
It's Not Right For Bankers To Be Paid So Much - Credit Suisse CEO
“That’s one of the things that the whole transformation of our business model is getting at,” Dougan said.
03/18/2013
Smart Investor credits BOQ as being "the only bank outside the big four with a serious focus on servicing high-net-worth clients".
03/18/2013
7IM head of platform Peter Wyatt said the move was a response to adviser demand.
03/17/2013
Younger generations used to be successively wealthier, but no moreYounger generations used to be successively wealthier, but no more
03/17/2013
The new Cultural Gifts Scheme that commences on 1 April is intended to encourage gifts and donations of treasures to the nation.
03/17/2013
The Schroder UK Alpha Plus fund returned 254.4 per cent over the 10 years to 31 January.
03/17/2013
Singapore, a small island-nation with few natural resources, has historically been welcoming of foreigners who tended to take up lower-paying jobs that were not popular with locals.
03/17/2013
Structural change at Pictet and Lombard Odier to corporate partnerships underlines a new reality for Swiss banks. And about time too, says Scorpio Partnership.
03/17/2013
The results were announced at the Private Banking Survey Awards dinner held recently in London.
03/17/2013
Building on its tradition of providing choice for advisors seeking RIA options, Raymond James announced the introduction of a new compensation model for “RIA hybrids” effective April 1, for financial advisors with at least $100 million in disc
03/14/2013
Among Wealthiest Clients, RIAs & Multi-Family Offices Show Largest Gains
Multi-family offices, most of which are also registered investment advisors, have the added advantage of being able to provide a “high-touch level of service” to wealthy clients.
03/14/2013
UBS pays £17m 'golden hello' to the man who broke RBS
iHe is overseeing a radical restructuring of UBS which will see as many as 2000 jobs go as it reduces its investment banking activities.