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Wealth and Asset Management

11/19/2012

Rothschild Group head is 'European Banker of the Year'

European Banker of the Year award 2011 during an award ceremony at the Frankfurt Euro Finance Week in Germany on Monday.

11/19/2012

Growing regulatory costs send Apcims into the red

Revenues and cash were flat on the year and Apcims has pledged to only raise its membership fees in line with inflation.

11/19/2012

Bank of China wins “Best Private Bank”

At present, BOC has set up private banking branches in 20 key regions across the country,

11/19/2012

MPA Financial Management sign strategic outsourcing investment partnership with London & Capital

London & Capital has entered into a partnership agreement with Warwickshire-based financial planning firm, ‘MPA Financial Management’, to provide a comprehensive range of outsourced, discretionary managed investment solutions.

11/19/2012

Zurich Maintains Position At The Top Of Swiss UHNW City Rankings

Wealth-X has unveiled the list of the top 5 cities in Switzerland, ranked according to the number of ultra high net worth individuals (UHNWIs) in each city.

11/19/2012

Liontrust’s Cross and Fosh pour millions more into Brooks Macdonald

The transaction took place on 19 November and was worth around £4 million based on yesterday’s closing price of £12.25.

11/19/2012

Whitechurch brings portfolios to IFA community

Company to bring two existing equity strategies to the IFA market.

11/18/2012

World’s Wealthiest Lose $26 Billion as Fiscal Cliff Nears

Microsoft Corp. (MSFT) co-founder Bill Gates, 57, lost $1.8 billion as shares of the world’s largest software maker retreated 8 percent during the week.

11/18/2012

Spanish bank downsizes its private banking business

The lender expects to complete the integration by 2013

11/18/2012

NBAD wins best private bank award

At a time when private banking has never been under greater scrutiny

11/18/2012

Northern Trust develops new reporting solution

Northern Trust Integro Helps Clients Increase Transparency into Portfolio Holdings

11/18/2012

Lord North Street hires JP Morgan banker for Swiss launch

Swiss Private Investment Office is further step in international expansion

11/18/2012

St James's Place drops GAM's Green and THSP in global equity overhaul

The two firms being brought on board are Magellan Asset Management, based in Australia, and Edgepoint, based in Canada.

11/18/2012

Denmark's biggest bank to target private clients in Ireland

The bank has completed a significant restructure of its Irish business from a traditional retail bank to a specialised bank focussing on corporate and private clients

11/15/2012

Bank’s F1 sponsorship gives high rollers what money can’t buy

The bank acknowledges that there is something more to its sponsorship than meets the eye.

11/15/2012

RBS Seeks Coutts Deal With London 2012 Boss

Taxpayer-backed bank's chairman seeks out-of-court deal with Air Miles tycoon on Coutts mis-selling allegations, Sky News learns.

11/15/2012

At Schwab: Being Fair to Advisers, Sensitive to Clients

Members of a wealth advisory team are highly sensitive to "fairness."

11/15/2012

Lazard reining in wealth management unit

Move is part of cost-cutting but adviser job cuts remain a question

11/15/2012

Barclays Wealth unveils post-RDR advice charges

Barclays Wealth has revealed its post-RDR charging structure with a new rate card for advisory clients.

11/15/2012

ABN AMRO warns bad loans, bank tax to hurt Q4 earnings

The year-to-date underlying net profit, which excludes separation and integration-related expenses, rose 22%

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