10/17/2012
AXA Wealth bares all - full RDR product charge details now available
AXA Wealth has announced the full details of its post-RDR product changes and how the transition from present to future will work.
10/17/2012
AXA Wealth has announced the full details of its post-RDR product changes and how the transition from present to future will work.
10/16/2012
Since late September the firm has switched £200 million of assets out of retail and institutional share classes into even cleaner new RDR-compliant share classes.
10/16/2012
"We're in a new environment which will permanently transform the investment banking profession and in which there is a much greater potential for independent players,"
10/16/2012
BNP Paribas Wealth Management has now passed an initial milestone
10/15/2012
What does this tell us about 2012 bonuses?
10/15/2012
He was co-head of Credit Suisse AG’s investment bank in France, Belgium and Luxembourg since 2009, after spending more than 15 years at Morgan Stanley.
10/15/2012
Almost half (43%) of financial advisers do not feel confident that the industry has accepted the need to make fundamental changes to its business models to survive the changes imposed by RDR, according to new research from Heartwood, the independently own
10/14/2012
Swiss newspaper Tages-Anzeiger, citing internal documents, reported the bank plans to lay off almost a quarter of its 8,200 staffers in the IT department. It says that is likely to be followed by wider cuts, possibly affecting a fifth of the company'
10/14/2012
The New York office will serve as a business development and marketing center and complements Aberdeen’s North American headquarters in Philadelphia, as well as the company’s on-the-ground business development presence in Chicago, Miami, San F
10/11/2012
A push to extend France 's wealth tax to artworks is stirring up a new fiscal flap
10/11/2012
Record level of Assets Under Administration, increasing by £2.2 billion in the three months to 30 September 2012 to £28.5 billion.
10/11/2012
The focused approach to funds taken by S&W Investment Management has seen it make great strides among its target wealth managers. Now it wants to do the same with IFAs.
10/11/2012
The firm has also made a number of job cuts at its Bath office, including intermediary relationship manager Derek Geen leaving.
10/11/2012
They have joined forces with the Paris-based firm as it aims to build a 'multi-boutique' concept by joining forces with independent partners.
10/10/2012
The company provides clients with a private web portal to view and manage investments and delivers a valuation of their portfolio every time the system is accessed.
10/10/2012
Rabobank is in talks with various bidders and is evaluating the offers, one of the people said.
10/10/2012
The firm was founded in 2008 and offers asset management for private investors, foundations and institutional investors.
10/10/2012
Banca Generali has launched a new office in Bologna, Northern Italy, where it has implemented new technology solutions to offer to its clients advanced financial planning tools.
10/09/2012
The Malta Union of Bank Employees said in a statement that it has written to the Justice Minister requesting the appointment of an Industrial Tribunal
10/09/2012
The start-up is hoping to take advantage of this with its online service for anyone with at least £1000 to invest.