07/24/2013
UBS is being probed over its sales practices after a former executive told the authorities that Swiss bank accounts were being illegally sold on French soil and recorded in a separate account-keeping system used to help calculate bankers' bonuses.
07/24/2013
Mirroring a strong performance by Wall Street rivals, Credit Suisse more than doubled pre-tax profits at its investment banking division from a year ago
07/24/2013
The UK faces a 20% shortfall of independent financial advisers which will potentially hit the baby boomer generation approaching or at retirement
07/24/2013
In a trading update for the year to 30 June, the firm reveals discretionary funds have reached £5.11bn - up from £3.52bn reported for the previous 12 months.
07/24/2013
Both the UK and Austria have received either direct payments or information.
07/24/2013
London & Capital today launches a new service, enabling US resident non-doms and Green Card holders to open a US domestic investment account, reducing onerous administrative burden for its US clients.
07/24/2013
Among Moores’ expected responsibilities are to serve on the board of directors of the UK operating entities as CEO, act as conduit for communications between firm leadership and UK senior managers across all business lines and lead growth and coordi
07/24/2013
The increase in new asset flows remained relatively modest
07/24/2013
Spain's Bankinter, which sources have said was vying to buy the BSI private banking unit of Italian insurer Assicurazioni Generali, is not interested in a Swiss banking acquisition, Chief Financial Officer Gloria Ortiz said.
07/24/2013
Bloomberg LP is canceling its new wealth management service, BloombergBlack, before it hits the market
07/23/2013
To support this development and grow outside of Heartwood’s stomping ground of London and the South East, Lough said a hiring spree was in the offing.
07/23/2013
Close Brothers will be releasing its full year results for the twelve months ending 31 July 2013 on 24 September 2013.
07/23/2013
The group was not immediately available to comment on why the sale talks had ended.
07/23/2013
In spite of bearish rhetoric from across much of the advisory sector that the Retail Distribution Review has pushed advisers up the value chain
07/23/2013
Underlying private banking revenues up 10 percent
07/22/2013
Sustainability, data loss, fraud and theft are among the top non-investment risks faced by private families and the offices that serve them
07/22/2013
The team of Seven came together - and yes, they are all still there - with a clear view of improving the investment services for professional intermediaries
07/22/2013
JO HAMBRO Investment Management is considering a name change to honour co-founder Richard Hambro
07/21/2013
Reshaped European structure could help the private bank expand in markets of Asia and Latin America
07/21/2013
One in five have never discussed their true wealth with their children