10/30/2013
Bonus Increases Expected by the Financial Workforce
With bonus reviews now high on the agenda, eFinancialCareers polled over 4,500 financial professionals across seven markets to understand their bonus expectations.
10/30/2013
Black Brick triumphs at Wealth Management Awards
Camilla Dell’s Black Brick triumphed
10/29/2013
Investment Bank income was down 7%
10/29/2013
Vontobel reports stable client assets in the third quarter of 2013 -continued increase in profitability in Private Banking - sustained earning power in Asset Management
10/29/2013
RHJI said investment firm Blackrock, which was initially set to become a co-investor, decided to withdraw from the deal.
10/29/2013
The conference is your chance to meet like-minded professionals and discuss strategies to adapt to the changing private banking landscape.
10/29/2013
Announced at a ceremony in London last night attended by over 700 high net worth individuals, entrepreneurs, philanthropists, wealth managers and society figures, RBC Wealth Management was chosen by a judging panel from a shortlist nominated by Spear&rsqu
10/29/2013
The accolade, which is approved by AKG Actuaries & Consultants, recognises the firms' qualifications, recurring income and commitment to the profession.
10/29/2013
UniCredit CEE Private Banking has entered into an agreement with the investment research firm Morningstar to help support the financial education provided to the bank's clients.
10/28/2013
UBS’s third-quarter adjusted¹ profit before tax of CHF 484 million achieved in a challenging environment
10/28/2013
The data appears to show we have averted catastrophe, leading to a rally in the markets before year-end.
10/27/2013
Adapting to new client and regulatory expectations: industry leaders explore strategies for success
10/27/2013
Baird takes over wealth management consultant
They provide a range of consulting services and employs nearly 100 consultants in Luxembourg, New York and Paris
10/27/2013
Psigma Investment Management today announces the completion of the acquisition of AXA Framlington’s private client business.
10/26/2013
Belgian tax inspectors are claiming more than 367 million euros in taxes from wealthy Belgians who kept accounts with HSBC Private Bank in Switzerlan
10/23/2013
Continued strong momentum with record funds under management of £41.8 billion
10/23/2013
A major factor behind this performance is rising markets, which have boosted sentiment across the sector given these firms' earnings capacity in intrinsically linked to equities.
10/23/2013
Skandia has scrapped plans to purchase minority stakes in advice firms but could consider buying a large adviser or building a distribution arm from scratch.
10/23/2013
It means the financial planner becomes integral to the private client service of the lawyer
10/22/2013
Berry Asset Management confirmed today that it has signed up for the Asset Risk Consultants‘Suggestus’ service, and become one of a select band of wealth managers to receive the ARC ‘Approved Due Diligence Kitemark’.