12/16/2012
As well as the Bradford office moving to join its colleagues in Leeds, Brewins’ Elgin office in Moray, Scotland, has relocated to Inverness, while its Dumfries hub has moved to Penrith.
12/13/2012
"We believe that, if a financial planner is to survive, they should really consider that."
12/12/2012
Liechtenstein private bank buys Clerestory, moves into real estate
Aiming to offer clients greater access to real estate expertise and investments, the new firm comprises the group's first major step into real estate investment, managing $25bn AUM on behalf of over 300 institutional clients.
12/12/2012
The sum, which is more than five times gross domestic product
12/12/2012
NBNK will make a tender offer to investors for a further 18.9 million shares at the same price
12/11/2012
Canadian Imperial Bank of Commerce was the only one among the group to pare its bonus pool
12/11/2012
Germany’s biggest bank agreed to buy the 60 percent in Deutsche UFG Capital Management it didn’t already own a year ago.
12/11/2012
The group said the move is part of plans to become one of the leading wealth management firms in the country.
12/11/2012
The series will examine why the world’s wealthiest people are more likely to be younger
12/10/2012
The firm calculated that revenue generated by wealth managers and stockbrokers rose by 4.1 per cent
12/10/2012
Newton Investment Management, headed by Helena Morrissey, has put its wealth management division on the auction block.
12/10/2012
ABN Amro Bank NV’s wealth-management unit is increasing its allocation for stocks and cleaning out cash holdings as it bets on a rally in European and emerging- market equities next year.
12/10/2012
Brooks says clear charging structure offers new investors competitive and transparent charging, making our funds an attractive investment option for clients post-RDR.
12/10/2012
The bank said that it remains committed to providing private banking and wealth management services to its clients.
12/10/2012
The firm said Oct. 30 it will complete the majority of the job reductions, including 562 in asset and wealth management, by the end of this year.
12/09/2012
On Tuesday the government will publish its draft finance bill, which will include details of the annual charge on corporate vehicles – both UK and overseas – used to buy expensive homes. The annual charge proposal was laid out in March’
12/09/2012
The findings show the scale of the challenge facing the country.
12/09/2012
"Private banks are encountering “intense competition, additional costs due to regulation and compliance requirements and margin erosion."
12/09/2012
Living individuals therefore continue to be the most significant source of the largest donations.
12/09/2012
Skandia is introducing a layer of 'wealth management consultants'