07/14/2013
HSBC Trinkaus to sell private banking in Luxembourg
Approximately 20 employees working for the private banking business of HSBC Trinkaus & Burkhardt (International) SA are expected to transfer to VP Bank as part of the sale.
07/14/2013
Approximately 20 employees working for the private banking business of HSBC Trinkaus & Burkhardt (International) SA are expected to transfer to VP Bank as part of the sale.
07/14/2013
The bank has some $398 billion under management globally, and was followed in the list by Barclays which runs $201.4 billion.
07/14/2013
The race to secure the best priced share classes intensified earlier this month when Standard Life became the first platform to secure super clean deals.
07/14/2013
Towergate Financial awards 7IM with mandate for its passive model portfolio range after “concerns” about previous manager Evercore Pan-Asset’s performance.
07/11/2013
he French Finance Ministry has clarified regulations pertaining to the wealth tax cap and life insurance contracts.
07/11/2013
Part of the Punter Southall Group, PIM has £1.5 billion of assets under management and sees this transaction as an important milestone in its continuing growth.
07/10/2013
T Bailey Fund Managers will act as the Authorised Corporate Director (ACD) and administrator and National Westminster Bank Plc will be the depository.
07/10/2013
Following completion of this review and consideration of expressions of interest the decision has been made to retain the business.
07/10/2013
Anything above those spending limits will not be reimbursed or only exceptionally if the additional expenses can be duly justifie
07/09/2013
This comes as wealth management businesses are also facing rising costs of regulation - via new rules
07/09/2013
The Scorpio Partnership Global Private Banking Benchmark 2013 indicates strong rebound among 209 global wealth management players; UBS takes ranking top spot as a “champions league” of firms emerge
07/09/2013
Will women and millennials transform the wealth management industry?
07/09/2013
Law firm Regulatory Legal has set up an alternative business structure with a wealth manager to package up legal advice for financial advisers to provide to their clients.
07/09/2013
he group has created a new logo and website and from now on the Quilter & Co legal entity will be renamed Quilter Cheviot Limited
07/09/2013
Credit Agricole Bank Romania recently launched a package targeting expats in the country.
07/09/2013
While much of the Western world, Japan, and even China are wallowing under crushing debt burdens
07/08/2013
UBS won back the title of largest private bank in the world as inflows of fresh client funds surged last year
07/07/2013
Towers Watson survey shows total global alternative assets under management exceed $5 trillion.
07/07/2013
We welcome the support and commitment of both AXA Wealth and Architas by becoming IFP platinum corporate members.
07/07/2013
The company will now charge 25 basis points (bps) as a platform fee for investments in its 7IM funds.