02/11/2013
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways.
02/11/2013
Portfolio managers' bonuses could be conditional on their performance over a defined period
02/10/2013
Banks Should Defer Bonuses for Up to 10 Years, Jenkins Says
Five years might or might not be appropriate for some categories of risk
02/10/2013
The transaction reduces Gilbert's holding to around 7.8 million shares
02/07/2013
Swiss Private Bank extends sponsorship agreement with Scuderia Toro Rosso
Swiss wealth management specialist Falcon Private Bank and the Scuderia Toro Rosso Formula One™ team are pleased to announce the extension of their current sponsorship agreement for the third consecutive year.
02/07/2013
RBC recognized for Best Private Banking Services in Canada and the Caribbean.
02/07/2013
Wealth management and pensions firm Walker Crips has reported a jump in revenue
02/07/2013
Using social media to provide insightful investment commentary
02/06/2013
Private bank Coutts prepares for bear market in bonds
Expects end to 20-year bull run
02/06/2013
Societe Generale Private Banking has won a number of awards from Euromoney Magazine in its Euromoney Private Banking Survey 2013
02/06/2013
The boards of ISIS Property trust and IRP Property Investments are seeking approval to merge the funds
02/05/2013
Wealth tax removal sees sharp rise in Swedish repatriations
The tax was removed by the governing coalition in 2007
02/05/2013
Survey shows where wealth managers are most bullish
Reveals that investors are increasingly moving away from taking a regional approach to emerging markets.
02/05/2013
“Handelsbanken is steadily growing and maturing in the UK, particularly amongst customers with high requirements for qualified asset management. This acquisition makes it possible for us to widen our offering to current and future customers,”
02/05/2013
Operating profit GBP92.1 million
02/05/2013
The private banking industry has had to modernize as never before to keep pace with the global needs of clients, new regulation and rebuild trust.
02/05/2013
Sanlam targets wealth acquisitions as it sheds Punter stake
Sanlam UK has sold its 21.6 per cent stake in actuarial consultants Punter Southall Group
02/04/2013
Baring Swiss Bank for Rich Athletes Buys Asset Manager Coges
“We share the same values and ethics.”
02/04/2013
Wealth management businesses’ full-year net new money up CHF 11.3 billion to CHF 46.9 billion
02/04/2013
OMGI is the result of a merger between Old Mutual Asset Managers UK