01/21/2013
How do you impress someone who can afford almost anything?
Private banking's new play: schmoozing with a dynasty
01/21/2013
Private banking's new play: schmoozing with a dynasty
01/20/2013
Dutch banking and insurance group SNS Reaal is in talks to sell a private banking business to rival Bank ten Cate, as it battles to avoid a second state bailout following huge losses on property loans.
01/17/2013
Chief executive describes “strategic partnerships”.
01/17/2013
"This is the first significant change to our grid during my almost 20 year tenure at Raymond James."
01/16/2013
Assets under management of £193.4 billion at 31 December 2012 were 3% higher than at 30 September 2012.
01/16/2013
He is one of a number of star hedge fund managers who has moved away from managing assets for pension funds or wealth managers and rich individuals and switched to running his own wealth.
01/15/2013
City firms planning to defer bonus payments until after top 50p tax rate drops to 45p
01/15/2013
The more wealth a client has, the more time they spend communicating–and that includes communications with their financial advisors.
01/15/2013
Arbuthnot Latham took advantage of the prevailing market conditions by hiring a number of executives in the fourth quarter, who will help the business to focus on growing its wealth management franchise for customers based both here in the UK and internat
01/15/2013
Morgan Stanley is deferring 100 percent of bonuses for top earners
01/14/2013
BNP Paribas Wealth Management is strengthening its investment strategy resources in order to meet the growing demand from its Private Banking clientele for market intelligence.
01/14/2013
Company says roughly 200 jobs have been cut following 90-day consultation period.
01/14/2013
Net inflows of £64 million in the Interim Period, over four times the equivalent period last year
01/13/2013
The group is eyeing up the Midlands, Ireland and Scotland...
01/13/2013
The bank’s ultra high net worth clients, Mossavar-Rahmani said, are “the only constituent that can afford to have a very long horizon.
01/13/2013
The days of advisors independently managing vast sums for extremely wealthy investors are over.
01/13/2013
It was the first time that CMD introduced this category in their awards.
01/13/2013
“We want to make a contribution to the social and economic life of the city which goes beyond business, so have a very proactive approach to corporate social responsibility."
01/13/2013
Recruitment consultant Sheffield Haworth, backed by Michael Spencer, is making a push into the wealth management sector
01/12/2013
A hangover of bad debts from corporate loans