02/17/2013
Lombard Odier to merge global and emerging bond divisions
Gregor MacIntosh will head up the firm’s global and emerging fixed income teams
Wealth and Asset Management
02/17/2013
14th annual report on the UK HNW sector - RESEARCH
The majority of the HNWIs (60%) do not wish to be actively involved in the management of their assets, but most would wish to understand the investments made on their behalf.
02/17/2013
Hiscox responds to broker demand with private client launch
The provider said Hiscox Private Client was opened following in-house research which showed that the majority of high net worth (HNW) customers don't use a HNW insurer.
02/14/2013
Rothschild parent's Q3 revenues rise 22 pct
Also bolstered by a jump in merchant-banking proceeds.
02/14/2013
Art Boom Forces Wealth Advisers to Develop an Eye
Even if collections are more like hobbies, financial advisers to the rich can't ignore the power that those beautiful and rare objects can hold over their clients - or the damage they could do to a client's financial well-being.
02/13/2013
Standard Life in talks to buy Newton's wealth arm
The daily said the other bidders were Quilter, owned by private equity firm Bridgepoint, and private bank Rathbones.
02/13/2013
Aberdeen acquires US asset manager
Artio is debt-free and had net asset value of $141 million (£90 million)
02/12/2013
Royal Bank of Scotland boss defends right to bonus
British taxpayers own 81 per cent of RBS after it was bailed out at the height of the global financial crisis in 2008 with £45.5 billion of taxpayers' cash.
02/12/2013
Societe Generale to reinforce organisation by refocusing on core businesses
A new pillar encompassing Corporate & Investment Banking and Private Banking, Global Investment Management Services, with a view to developing commercial and operational efficiency, specifically in terms of the flow business, with improved coordinatio
02/11/2013
KBC Private Banking is named 'best private banker in Belgium' by Euromoney.
Also named as ‘highly commended private banker’ by the Financial Times/The Banker.
02/11/2013
Barclays announces the outcome of its strategic review and sets out commitments for 2015
Barclays has announced the outcome of its strategic review and sets out commitments for 2015
02/11/2013
Five Shifts that Define the Future of Wealth Management - RESEARCH
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways.
02/11/2013
FSA chairman calls for overhaul of fund managers' bonuses
Portfolio managers' bonuses could be conditional on their performance over a defined period
02/10/2013
Banks Should Defer Bonuses for Up to 10 Years, Jenkins Says
Five years might or might not be appropriate for some categories of risk
02/10/2013
Aberdeen boss Martin Gilbert sells £4m stake
The transaction reduces Gilbert's holding to around 7.8 million shares
02/07/2013
Swiss Private Bank extends sponsorship agreement with Scuderia Toro Rosso
Swiss wealth management specialist Falcon Private Bank and the Scuderia Toro Rosso Formula One™ team are pleased to announce the extension of their current sponsorship agreement for the third consecutive year.
02/07/2013
RBC's global strength affirmed by numerous Euromoney award wins
RBC recognized for Best Private Banking Services in Canada and the Caribbean.
02/07/2013
Walker Crips adviser influx prompts 35% revenue rise
Wealth management and pensions firm Walker Crips has reported a jump in revenue
02/07/2013
Coutts launches Investor Insights Blog
Using social media to provide insightful investment commentary
02/06/2013
Private bank Coutts prepares for bear market in bonds
Expects end to 20-year bull run