10/30/2013
Black Brick triumphs at Wealth Management Awards
Camilla Dell’s Black Brick triumphed
Wealth and Asset Management
10/29/2013
Barclays sees adjusted profit before tax fall by 20% to £4.9bn
Investment Bank income was down 7%
10/29/2013
Vontobel says inflows of fresh client money slowed in Q3
Vontobel reports stable client assets in the third quarter of 2013 -continued increase in profitability in Private Banking - sustained earning power in Asset Management
10/29/2013
RHJI's Kleinwort Benson to buy BHF-Bank
RHJI said investment firm Blackrock, which was initially set to become a co-investor, decided to withdraw from the deal.
10/29/2013
15% discounted pass to The Future of Private Banking
The conference is your chance to meet like-minded professionals and discuss strategies to adapt to the changing private banking landscape.
10/29/2013
RBC Wealth Management named 'Private Bank of the Year' by Spear's magazine
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
Critchleys placed in the Top 100 financial planning firms for second year
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 inks deal with Morningstar
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 profit beats forecasts, sees more litigation charges
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/28/2013
Why this wealth manager is sticking with emerging markets
The data appears to show we have averted catastrophe, leading to a rally in the markets before year-end.
10/27/2013
The Future of Private Banking
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 announces completion of acquisition of Axa Framlington's private client business
Psigma Investment Management today announces the completion of the acquisition of AXA Framlington’s private client business.
10/26/2013
Belgium claims millions in tax over Swiss accounts
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
St James's Place FuM up 20% since start of year
Continued strong momentum with record funds under management of £41.8 billion
10/23/2013
Wealth bonanza: the Rathbones & Brooks Macdonald bargains
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 scraps adviser stake plans but may look to own distribution
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
Thesis launches private client service for lawyers and advisers
It means the financial planner becomes integral to the private client service of the lawyer
10/22/2013
Berry signs up for ‘SUGGESTUS’
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
Generali looking at alternatives to Swiss private banking business sale
The sale of BSI, which has an estimated book value of 2.3 billion Swiss franc