07/01/2013
Wealth Manager broke the news that Deutsche Asset & Wealth Management is readying a sale of its regional network and the bulk of the former Tilney business that it acquired in 2006.
06/30/2013
Despite challenging global economic conditions, the ultra wealthy in France, Italy, Germany and Switzerland are getting wealthier and growing in numbe
06/30/2013
Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds
06/29/2013
“These changes are designed to increase our support for our key adviser population through greater segmentation and tailored consultancy support.”
06/28/2013
Kuwait’s sovereign wealth fund has backed Britain’s recovery prospects as new data indicated the pace of growth may be picking up.
06/27/2013
UBS AG (UBSN)’s French unit has boosted revenue by 10 percent in the first half as it returns to profit
06/26/2013
These dynamics are further compounded by shifting demographics and existing challenges around operations, technology, and talent management.
06/26/2013
London ‘third most successful financial centre in wealth management’
Switzerland held its spot as the number one city for wealth management and private banking activities in the survey
06/26/2013
Independent investment bank Rothschild reported a 16 percent rise in net profit thanks to cost cuts and gains in its M&A and advisory business
06/26/2013
Despite the increased tax liabilities of high value property owners in London the city still remains an extremely attractive location and investment opportunity for overseas buyers.
06/26/2013
He joins from hedge fund Paloma Partners
06/26/2013
There are significant challenges facing wealthy families today as they think about provisioning the kinds of services they require
06/26/2013
The Swiss wealth management boutique Falcon Private Bank has signed an agreement to acquire the Central and Eastern Europe private banking business of Hyposwiss Private Bank Zurich
06/26/2013
The Old Mutual UK Alpha Fund has been added to the Wealth 150 list of our favourite funds across the major sectors.
06/26/2013
The DPS team will be headed by Simon Pinckney, who has more than 25 years’ experience in financial services.
06/25/2013
“This is an exciting move for the Corporate Banking team that will enhance our facilities and ideally place us to provide greater support and accessibility to all our clients.
06/25/2013
In order to provide an unparalleled level of service and expertise the Bank has partnered with the leading international art advisory firm
06/24/2013
Secret IFA: It’s one rule for them, thousands for advisers
MM’s undercover adviser wonders why those creating the rules are not subjected to the same scrutiny he is
06/24/2013
This acquisition brings 16 new advisers, including all 5 shareholder directors of Shape Financial
06/24/2013
Barclays adds to wealth arsenal with Southeast opening
The branch will offer a range of private banking and wealth advisory services as well as corporate banking through a team led by Mark Moran.