10/15/2012
Former Credit Suisse Banker Creates M&A Boutique
He was co-head of Credit Suisse AG’s investment bank in France, Belgium and Luxembourg since 2009, after spending more than 15 years at Morgan Stanley.
10/15/2012
Almost half (43%) of financial advisers do not feel confident that the industry has accepted the need to make fundamental changes to its business models to survive the changes imposed by RDR, according to new research from Heartwood, the independently own
10/14/2012
Swiss newspaper Tages-Anzeiger, citing internal documents, reported the bank plans to lay off almost a quarter of its 8,200 staffers in the IT department. It says that is likely to be followed by wider cuts, possibly affecting a fifth of the company'
10/14/2012
The New York office will serve as a business development and marketing center and complements Aberdeen’s North American headquarters in Philadelphia, as well as the company’s on-the-ground business development presence in Chicago, Miami, San F
10/11/2012
A push to extend France 's wealth tax to artworks is stirring up a new fiscal flap
10/11/2012
Record level of Assets Under Administration, increasing by £2.2 billion in the three months to 30 September 2012 to £28.5 billion.
10/11/2012
The focused approach to funds taken by S&W Investment Management has seen it make great strides among its target wealth managers. Now it wants to do the same with IFAs.
10/11/2012
The firm has also made a number of job cuts at its Bath office, including intermediary relationship manager Derek Geen leaving.
10/11/2012
French wealth management firm takes over boutique
They have joined forces with the Paris-based firm as it aims to build a 'multi-boutique' concept by joining forces with independent partners.
10/10/2012
Liverpool-based wealth management company is expanding
The company provides clients with a private web portal to view and manage investments and delivers a valuation of their portfolio every time the system is accessed.
10/10/2012
Rabobank is in talks with various bidders and is evaluating the offers, one of the people said.
10/10/2012
The firm was founded in 2008 and offers asset management for private investors, foundations and institutional investors.
10/10/2012
Banca Generali has launched a new office in Bologna, Northern Italy, where it has implemented new technology solutions to offer to its clients advanced financial planning tools.
10/09/2012
The Malta Union of Bank Employees said in a statement that it has written to the Justice Minister requesting the appointment of an Industrial Tribunal
10/09/2012
Online private banking service aims to offer portfolios ‘for everyone’
The start-up is hoping to take advantage of this with its online service for anyone with at least £1000 to invest.
10/09/2012
Brewin Dolphin, which has 40 offices throughout the UK and the Channel Islands, established its dedicated Investment Trust Research department five years ago, under the leadership of John Newlands with investments totalling £1.7bn at that time.
10/09/2012
The Credit Suisse Research Institute today released its third annual Global Wealth Report 2012, which finds that from mid-2011 to mid-2012 aggregate global household wealth fell by 5.2% in current dollar terms to USD 223 trillion due to the economic uncer
10/08/2012
Following an extensive due diligence process, 7IM has also been awarded the ARC Approved Due Diligence Kitemark.
10/08/2012
The value of the transaction wasn’t disclosed
10/08/2012
Many of France's super-rich want to escape to 'wealth-friendly' countries like Britain, Switzerland and Luxembourg.