08/10/2014
Mr Gulliver, who has overseen a significant reduction in the scale of HSBC Private Bank since becoming chief executive of the UK bank in 2011, said that its private banking arm needed to be managed “as a discrete business” in order to retain t
08/10/2014
Bankers face greater risk for smaller rewards, prompting fears of an exodus of top talent.
08/08/2014
A wealth management fund is expanding after buying two new companies, bringing its total of acquisitions to nine.
08/08/2014
The chief executive for Axa Wealth, said: “The Budget has transformed the way we all plan for retirement, and recast what retirement means to the great majority of the population.
08/08/2014
I think it is important to make a statement about it being overbearing in size
08/07/2014
The platform was boosted by gross sales of £2.5 billion, up 11% on the £2.3 billion for 2013 which it said was a result of the high demand for its WealthSelect proposition.
08/07/2014
The alliance enables Petrus to offer their clients access to two investment propositions: the Bespoke Portfolio Service and the Managed Portfolio Service.
08/07/2014
Here is a highlights review of recent Guernsey private wealth news and details of our upcoming events.
08/06/2014
Dutch bankers are furious that virtually no foreign bank in the Netherlands will have to comply with strict new limits on bonuses due to come into effect on January 1 2015.
08/06/2014
Chairman Sir John Peace promises 'assertive action' to address decline as US watchdog identifies issues in its surveillance system
08/06/2014
Wealth managers de-risking on fear of correction
Could cash reign again?
08/05/2014
Wealth management division changes hands
The firm has purchased the company for an undisclosed sum
08/05/2014
HSBC Bank Malta p.l.c. reported a profit before tax of ?40m for the six months ended 30 June 2014
08/05/2014
SEB Wealth Management has committed €16.4m from 10 of its pension funds in Estonia, Latvia and Lithuania to investment in small and medium-sized enterprises in the Baltic region via the BaltCap Private Equity Fund II
08/05/2014
Wells Fargo Asset Management has announced that it has won 11 Lipper Fund Awards for 2014, including seven awards in Europe and four awards in Asia.
08/04/2014
Recently, a UK wealth manager announced a suitability-related review of historic account records.
08/01/2014
AXA Wealth’s overall funds under management grew by 10% from £24.3 billion to £26.7 billion over the first six months of the year.
08/01/2014
Under the rebrand, the popular adviser platform Skandia Investment Solutions will not be replaced by an alternative brand name.
08/01/2014
‘We are trying to establish a list of managers who have reliable investment returns and deliver a particular style.
08/01/2014
Consultancy Baringa Partners' Ben Leighton explores the range of challenges facing wealth managers