05/02/2013
SEI Study: Banks and Financial Firms Most Improved in Establishing Personal Connections
Wealth Managers Have Made Strides but Still Trail Luxury Brands
Wealth and Asset Management
05/02/2013
Italy's Banca Generali posts €241m inflows in April
Italy’s Banca Generali posted total net inflows of €241m in April, of which €121m gathered by the Banca Generali network and €120m gathered by the Banca Generali Private Banking.
05/02/2013
Q1 2013 Private Client Indices, ARC Charity Indices and April Estimates Now Available
The figures show the actual returns achieved, on average, by discretionary private client managers across four different risk profiles.
05/02/2013
Coutts cheers new model as RBS £826m profit paves way for privatisation
Royal Bank of Scotland's (RBS) wealth division has posted a £56 million profit as clients of Coutts, its private bank, cheered its new advice-led model.
05/02/2013
Societe Generale Private Banking wins award for the Best Wealth Planning Team
Societe Generale Private Banking has received the award for the Best Wealth Planning Team at a European based private bank at the very first WealthBriefing European Awards ceremony, which took place in London on 2 May 2013.
05/01/2013
A Wealth of Clues to the Future of Barclays
Lloyds Banking Group is looking to sell a chunk of its international wealth-management unit
05/01/2013
Survival of the Biggest in Wealth Management
Llenders on both sides of the Atlantic are pruning their wealth-management businesses
05/01/2013
Survival of the Biggest in Wealth Management
Lenders on both sides of the Atlantic are pruning their wealth-management businesses
05/01/2013
Schroders marks Cazenove Capital deal with £5.6bn inflow
Private Banking net revenue was £26.5 million
05/01/2013
Ashcourt Rowan revenues down following restructure
Total funds under management and influence total £3.7 billion.
04/30/2013
Collins Stewart Wealth Mgmt rebrands as Canaccord
Client-facing, internationally-focused offices – all of which have now also been re-branded as CGWM
04/29/2013
Nomura announces new fundraising partnership with St Giles Trust
Funds raised have established a dedicated new Central London team of Rainbow Trust support workers helping more than 200 families.
04/29/2013
UBS Wealth Management deliveres highest levels of quarterly net new money since 2007
Wealth Management Americas achieved another record profit and strong net new money inflows.
04/29/2013
Swiss private wealth manager positions for Europe M&A revival
For us, it's a boutique-plus strategy
04/29/2013
HB Markets Ltd to be renamed Beaufort Securities
"To continue to meet the needs of our clients, the new combined management team recognise the importance of adapting to fast changing markets and meeting challenges thrown up by the post credit crunch financial landscape."
04/28/2013
Coutts banker detained by US authorities for possible tax evasion
A syndicated article in two Swiss Sunday newspapers says the man is employed by the British private bank Coutts in Geneva and used to work for Switzerland’s leading UBS bank until 2009.
04/28/2013
Aberdeen Asset profit, assets rise, cautious view
Aberdeen Asset Management reported a rise in pretax profit and assets
04/28/2013
Lloyds Weighs Sale Of International Wealth Business
Lloyds has been looking in recent months to sell at least a substantial stake of the business to a top-tier wealth management company, according to a person familiar with the talks, which are at an early stage and haven't yet identified a likely buye
04/25/2013
Spain's Santander says in talks over asset management stake sale
The euro zone's biggest bank posted a 25.9 percent drop in net profit.
04/25/2013
Van Lanschot reports profit growth in Q1 2013
Net profit in Q1 2013 of € 24.8 million