10/29/2013
Announced at a ceremony in London last night attended by over 700 high net worth individuals, entrepreneurs, philanthropists, wealth managers and society figures, RBC Wealth Management was chosen by a judging panel from a shortlist nominated by Spear&rsqu
10/29/2013
The accolade, which is approved by AKG Actuaries & Consultants, recognises the firms' qualifications, recurring income and commitment to the profession.
10/29/2013
UniCredit CEE Private Banking has entered into an agreement with the investment research firm Morningstar to help support the financial education provided to the bank's clients.
10/28/2013
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/28/2013
The data appears to show we have averted catastrophe, leading to a rally in the markets before year-end.
10/27/2013
Adapting to new client and regulatory expectations: industry leaders explore strategies for success
10/27/2013
Baird takes over wealth management consultant
They provide a range of consulting services and employs nearly 100 consultants in Luxembourg, New York and Paris
10/27/2013
Psigma Investment Management today announces the completion of the acquisition of AXA Framlington’s private client business.
10/26/2013
Belgian tax inspectors are claiming more than 367 million euros in taxes from wealthy Belgians who kept accounts with HSBC Private Bank in Switzerlan
10/23/2013
Continued strong momentum with record funds under management of £41.8 billion
10/23/2013
A major factor behind this performance is rising markets, which have boosted sentiment across the sector given these firms' earnings capacity in intrinsically linked to equities.
10/23/2013
Skandia has scrapped plans to purchase minority stakes in advice firms but could consider buying a large adviser or building a distribution arm from scratch.
10/23/2013
It means the financial planner becomes integral to the private client service of the lawyer
10/22/2013
Berry Asset Management confirmed today that it has signed up for the Asset Risk Consultants‘Suggestus’ service, and become one of a select band of wealth managers to receive the ARC ‘Approved Due Diligence Kitemark’.
10/22/2013
The sale of BSI, which has an estimated book value of 2.3 billion Swiss franc
10/22/2013
European bankers could be paid bonuses of up to 250 per cent of their fixed pay under a slight relaxation of tough new pay rules due to come in next year
10/22/2013
ABN AMRO Bank N.V. will close its office in Botswana, which currently includes a team of four employees from the bank's international diamond and jewelry group
10/21/2013
GAM said it has integrated a number of teams at both group level and at Swiss & Global Asset Management
10/21/2013
Newcomer Bellpenny is rolling out new software for its professional advisers and wealth managers to help them conduct lifetime cash flow planning.
10/21/2013
Pershing has urged wealth managers to review their price structures, after research found that fewer than 20% of firms use the cost of providing services as the foundation for determining price.