08/03/2011
Wealth manager's pre-tax profits rise
Wealth manager's pre-tax profits rise
Wealth and Asset Management
08/01/2011
Tea Party economics could get the whole world in a stew
The organisers of the original Boston Tea Party objected to paying UK taxes.
08/01/2011
Wealthy Are 'Frozen' as Debt Uncertainty Persists: UBS
There is a lot that is getting better about the U.S. economy but the continued uncertainty on the debt ceiling talks is causing UBS' high-net-worth clients to hold on to more of their cash
08/01/2011
New Watchdog Wants More Fund Data
Investment firms need to watch what the European Securities and Markets Association is hatching.
07/25/2011
Swiss wealth manager restructures UK arm
Swiss wealth manager restructures UK arm
07/25/2011
Fairbairn Private Bank Makes Gold Standard
Fairbairn Private Bank has been awarded Gold status by Investors in People (IIP).
07/21/2011
Wealth managers get 'hands on' to justify fees
“The economics of the wealth management adviser model is such that it is not truly viable for client business with assets below £250,000,” said Dovey.
07/21/2011
IWA market players redefine relationship with discretionary fund managers - study
This trend will be a stark reminder to investment managers that IWAs will not just purely be a passive distribution arm to end-HNWs.
07/20/2011
Winning in wealth management
A big catalyst for change is the rapid evolution of the industry's traditional profit pools.
07/20/2011
Wanted - CEO for Swiss UBS; Germans need not apply
UBS AG's appointment of ex-Bundesbank head Axel Weber as future chairman has made one thing clear...
07/19/2011
Lloyds consolidates International Wealth Business
All international wealth management and private banking divisions will be brought together under a single banner with one managing director.
07/18/2011
European private banks to face new regulatory challenges
European private banks to face new regulatory challenges
07/14/2011
Geneva's oldest private bank seeks to double Japan wealth assets
Geneva's oldest private bank, aims to double the wealth it manages in Japan to 200 billion yen ($2.5 billion) in five years through tie-ups with local lenders led by Chiba Bank.
07/13/2011
Banking world consolidating
Banking world consolidating
07/13/2011
RBC Wealth Management Climbs to Sixth Largest Global Wealth Manager
RBC Wealth Management placed sixth in the Scorpio Partnership Global Private Banking KPI Benchmark 2011
07/12/2011
SJP appoints property manager after Invista restructure
St. James's Place has appointed Orchard Street Investment Management to run the firm's property funds
07/12/2011
Credit Suisse bags wealth management accolade
Credit Suisse was named the "Best Wealth Management House 2011" by Euromoney magazine
07/12/2011
Asset managers increase profitability but still face challenges
Asset managers have seen higher profitability in 2010 than in 2009
07/12/2011
Swiss duo advise on wealth manager deal
Two Zurich firms advised on the acquisition of an independent wealth manager
07/11/2011
RBC Brings International Capabilities of BlueBay Asset Management to Canadian Investors
The BlueBay Global Monthly Income Bond Fund is available to individual investors through four low-cost fee options