11/03/2013
Brooks Macdonald signs strategic partnership with FB Wealth
The Bespoke Portfolio service is designed for private clients who require an individual investment portfolio constructed to reflect their investment objectives, tax status, attitude to risk and other personal circumstances.
11/02/2013
One of the City's first "superwomen" to launch 'crowdfund' venture
The former fund manager, is to launch Money&Co in the first few months of next year.
10/31/2013
To win ‘Wealth Manager of the Year’ is a fantastic achievement
10/31/2013
Coutts post-RDR ready advice unit has delivered £2 billion in assets under influence over the first nine months of the year, parent group RBS revealed in its third-quarter results.
10/31/2013
The company said the positive fund flows in Consumer and Institutional, together with positive investment returns of 1.4 billion pounds, were offset by a negative foreign exchange impact of 1.5 billion pounds, and Strategic Partner withdrawals of 2.2 bill
10/31/2013
I'm delighted to serve as a global ambassador for such an esteemed company
10/30/2013
BNP Lures Asia Millionaires Amid Asset Management Outflow
The Group’s results held up well in the third quarter 2013
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