11/08/2012
However, I have taken a number of the philosophies of Feng shui and applied them to the UK wealth management environment. You may ask: ‘Why not specifically the UK platform market?’ But that is going to be my point.
11/08/2012
Credit Suisse sets private banking layoffs
Credit Suisse to merge retail and private banking arms in Switzerland
11/08/2012
The encouraging increase means that there is now some €1.15 trillion invested
11/08/2012
Uk Wealth ManageR plots regional acquisition to expand UK presence
I have talked to people about regional offices but it’s difficult
11/08/2012
The management fees rose slightly compared with the first two quarters of the year
11/08/2012
"During this time the market has changed considerably, with a number of new players entering which has heightened competition for business."
11/07/2012
Bank of China branches into private banking
Bank of China branches into private banking, eyeing the one million individuals on the mainland with at least US$2 million to invest
11/07/2012
Collins Stewart Wealth Management generated $20.7 million in revenue and, after intersegment allocations, recorded net income of $0.3 million before taxes in Q2/13
11/07/2012
Yellow Brick Road Holdings has announced an assault on the banking sector that will establish a much-needed alternative for Australian consumers.
11/07/2012
The transaction is expected to close in the fourth quarter of 2012.
11/07/2012
Clients continued to put investment funds under the jurisdiction of asset manager Schroders during the third quarter, but the group is seeing a slowdown in Institutional flows.
11/07/2012
Vontobel said on Wednesday the banks had failed to come to an agreement over whether Notenstein Privatbank, which Raiffeisen bought in January, could provide certain services directly to Raiffeisen.
11/07/2012
Germany's second biggest lender may cut up to 6,000 jobs
Without naming sources German weekly Die Zeit reported on Wednesday that the job cuts are part of a multi-billion euro cost-cutting programme running until 2016.
11/07/2012
"The group faces complex and demanding challenges in 2013. However, the group's transformation and limited exposure to extreme risk scenarios in the euro zone place it in a strong position to deal with these challenges," the bank said in a
11/07/2012
Charles Stanley has seen its pre-tax profits tumble by 34.6 per cent in the first half of this year, much of it blamed on the FSCS levy and the cost of building its direct platform.
11/07/2012
Belgium will inject €2.92bn, or 53% of the total, with France providing the remaining €2.59bn
11/07/2012
"We have a lot of enquiries from European banks, not because they want to move the assets necessarily to Asia, but because their clients are asking them to," said Joshua Rotbart, general manager of Malca-Amit Precious Metals Ltd.
11/07/2012
An association of Singapore wealth managers with ultra-high net worth clients is gaining in size and visibility, as it enters its second year of existence.
11/07/2012
RBC has the distinction of being the first winner in this new category of the awards that celebrate excellence in wealth management, presented today at a ceremony in Singapore.
11/06/2012
The merger allows for a consistent investment process aimed at enhancing returns while minimising risk, the company stated.