07/31/2012

KBC closes sale of private banking division‎

Due to its very high solvency – a core Tier 1 ratio of 16.5%, a 21.1% Loan-to-Deposit ratio and a substantial cash surplus of over € 3 billion – KBL epb is proving to be a high-potential acquisition for Precision Capital. KBL epb will ret

07/31/2012

Urquhart Stewart: Family-focused IFAs to thrive post-RDR

The current economic and regulatory upheaval is providing opportunities for fee-based family financial planners and this trend is set to continue with the incoming Retail Distribution Review, the rise in technology and the current austerity, 7IM founder J

07/30/2012

Libor scandal overshadows UBS Q2 results‎

In challenging conditions marked by increased volatility and greater client caution, UBS continued to execute its strategy and to deliver on its enduring commitment to clients, achieving pre-tax profit of CHF 951 million.

07/30/2012

UK Wealth manager eyes discretionary offering in HNW push

"The discretionary portfolio space may have £500,000 or more. They might want something that takes them in to a different space, [utilising] other instruments that we would never bring into our mainstream portfolios. Read more: http://www.ifao

07/29/2012

City Asset Management awarded top rating by Defaqto

“Defaqto has based its assessment on a number of key features they know IFAs are concerned about, including accessibility, costs, back office integration capability, tax statements and online access to valuations,” she said.