02/16/2017
Wells Fargo and BAC See Opportunity in Wealth Management
Wells Fargo and Bank of America are focusing on gaining market share in the wealth management business.
Wealth and Asset Management
02/16/2017
LLBH Wins Prominent Industry Award for Best Private Wealth Manager Under $5B
LLBH Private Wealth Management, LLC has been named the winner of the 2017 "Best Private Wealth Manager Under $5B" by Private Asset Management
02/16/2017
Old Mutual Wealth puts forward alternative MPAA proposals
The limit could also discourage people from working in retirement.
02/16/2017
AIFMD passport no longer seen as the ‘silver lining’
Third country passport was not a panacea for the UK industry
02/16/2017
Robust bank ABN Amro books net profit of €2bn in 2016
The fourth-quarter results are solid.
02/16/2017
OMW launches annual allowance calculator for advisers
Responding to adviser demand
02/15/2017
VM Unit Trust Acquires The Towers
Prime and VM Wealth are members of the VMBS group.
02/15/2017
Morgan Stanley Settles Charges Related to ETF Investments
Morgan Stanley solicited clients to purchase single inverse ETFs in retirement and other accounts
02/14/2017
Bank of Singapore Hit in the Fourth Quarter
Bank of Singapore finalised its acquisition of Barclays Wealth last year, paying less that the original sticker price due to a number of bankers and clients not making the transition to the new owners.
02/14/2017
Geneva Private Banker to Advise the World's Biggest State Fund
The Saudi state fund has an estimated value of $200 billion.
02/14/2017
Heartwood IM closes in on £3bn AUM milestone
These have been further strengthened through hiring a number of talented senior individuals as well as investment in our income and ethical fund ranges.
02/14/2017
Seven Investment Management Extend Tax Efficient Dublin Fund Range
The investment house extends client options to include actively managed passive funds with a nine year track record.
02/14/2017
High Net Worth Society
High Net Worth Society, a members only club
02/14/2017
Greece plans to appoint Rothschild as debt adviser
Officials keen to make the appointment this week as tension over debts increase
02/14/2017
Data suggests Swiss National Bank intervention to trim rising franc
The SNB declined to comment on its activities, but economists said the numbers demonstrate that the central bank likely stepped in to mitigate the franc's rise.
02/14/2017
Go-lives power Avaloq revenue rise
Avaloq has largely completed its transformation from a pure play software company to an integrated service provider
02/14/2017
Credit Suisse Plans to Cut Up to 6,500 Jobs This Year After Loss
The settlement was a “game-changer for us,” Chief Executive Officer Tidjane Thiam said in an interview with Bloomberg Television.
02/14/2017
Roland-Garros and BNP Paribas remain united in their commitment to tennis
BNP Paribas will support the tournament through a period of significant growth
02/14/2017
HSBC GAM launches Asian high income product
A maximum of 45% can be allocated into high yield and non-rated bonds, and the indicative portfolio suggests a 40% allocation into these assets.
02/13/2017
Profile: Old Mutual’s Freeman on promoting advice outside the bubble
Freeman’s input to the industry goes beyond the day-to-day functions of his job title.