01/15/2013
Beaches, bling and banking - what makes millionaires the most active surfers?
The more wealth a client has, the more time they spend communicating–and that includes communications with their financial advisors.
01/15/2013
The more wealth a client has, the more time they spend communicating–and that includes communications with their financial advisors.
01/15/2013
Arbuthnot Latham took advantage of the prevailing market conditions by hiring a number of executives in the fourth quarter, who will help the business to focus on growing its wealth management franchise for customers based both here in the UK and internat
01/15/2013
Morgan Stanley is deferring 100 percent of bonuses for top earners
01/14/2013
BNP Paribas Wealth Management is strengthening its investment strategy resources in order to meet the growing demand from its Private Banking clientele for market intelligence.
01/14/2013
Company says roughly 200 jobs have been cut following 90-day consultation period.
01/14/2013
Net inflows of £64 million in the Interim Period, over four times the equivalent period last year
01/13/2013
The group is eyeing up the Midlands, Ireland and Scotland...
01/13/2013
The bank’s ultra high net worth clients, Mossavar-Rahmani said, are “the only constituent that can afford to have a very long horizon.
01/13/2013
The days of advisors independently managing vast sums for extremely wealthy investors are over.
01/13/2013
It was the first time that CMD introduced this category in their awards.
01/13/2013
“We want to make a contribution to the social and economic life of the city which goes beyond business, so have a very proactive approach to corporate social responsibility."
01/13/2013
Recruitment consultant Sheffield Haworth, backed by Michael Spencer, is making a push into the wealth management sector
01/12/2013
A hangover of bad debts from corporate loans
01/12/2013
Goldman is expected to have enjoyed a better final quarter of last year
01/10/2013
Financial terms of the agreement were not disclosed. The acquisition is expected to be completed early in 2013, subject to customary closing conditions and regulatory approval.
01/10/2013
The Liontrust European Absolute Return Fund has been removed from the Wealth 150 list of our favourite funds in each sector.
01/09/2013
Rathbones looks forward to 2013 with more optimism, although markets do remain fragile as governments, particularly in the US, the UK and the Eurozone, battle with difficult economic and financial conditions.
01/09/2013
In this year's global survey, RBC Investor Services finished first in eight of the 12 service categories, helping to secure its number one position in the un-weighted overall ranking.
01/09/2013
"The ending of life companies paying commission to IFAs and other sales people should help to lower new business churn and improve margins. Adjusting business models to cope with this may not be easy."
01/09/2013
Switzerland's UBS has yet to purge itself fully of the culture of arrogance that put it at the centre of a global interest rate scandal, its investment banking chief said on Wednesday.