02/06/2012
UBS makes a meal out of ethics at a client lunch
On its menu the bank claimed the food on offer was as ethically sound and tasty as their business practices
02/06/2012
On its menu the bank claimed the food on offer was as ethically sound and tasty as their business practices
02/06/2012
Societe Generale Private Banking continues to strengthen its presence in France’s regions and is establishing its private banking teams in Nantes, Nice and Toulouse.
02/03/2012
Punter Southall Group has today announced that it has taken 100 per cent ownership of fund management boutique PSigma Asset Management.
02/03/2012
The Killik Private Office will provide a range of services, including investment management and wealth planning through to paying bills and organising meetings and travel.
02/03/2012
SGSS was retained by BSI SIM for its recognised expertise and efficiency, in particular its ability to rationalise and optimise post-trading services related to custody and settlement, as well as for its flexibility in adapting its services to clients&
02/03/2012
LawInContext has launched The Global Wealth Management / Financial Services Professional Development Program - a holistic distance learning training program, which is comprised of three distinct modules, each of which offers a global Fundamentals session,
02/03/2012
He is a member of the firm’s Investment Advisory Committee and is responsible for overseeing all aspects of risk across the full range of Stenham’s funds and portfolios. Balan's assessment of risk encompasses the fundamental and quantitat
02/02/2012
Spooked by the crack down on tax evasion and endemic under-declaration of income, some Italians are squirrelling away cash in the tax haven of San Marino, one of the world's smallest countries.
02/02/2012
He is a former managing director of Skipton Financial Services
02/02/2012
Up to 100 of Coutts’ front office staff face the prospect of redundancy, following the bank’s decision to separate its wealth management and private banking functions in the run-up to the retail distribution review.
02/02/2012
A total of 37 firms met the criteria for the company shortlist, verified by an independent panel of judges.
02/01/2012
Investec Asset Management on Tuesday announced an agreement with Germany's Sal. Oppenheim
02/01/2012
The company said commission income, which fell to £17.5 million from £24.9 million a year earlier, had continued to fall into January but other income has held up.
02/01/2012
This strong performance from the London-based banking giant stood out in its region; European banks performed miserably, making up 16 of the 20 “fallers” on the table.
02/01/2012
The report, published by Standard Chartered, SEI Global Wealth Services and Scorpio Partnership, studied 3,300 high-net-worth individuals with an average of $2m worth of assets.
02/01/2012
Rothschild Wealth Management Asset Allocation February 2012
01/31/2012
Luxembourg’s 40-year-old finance centre finds immense opportunities for co-operation with the Qatar Financial Centre (QFC) in management and investment funds; wealth management; and trade and corporate finance.
01/30/2012
That was higher than expectations of £152.4 million, according to analysts polled by the group, which operates the London Stock Exchange and Italy's Borsa Italiana.
01/30/2012
Hester is set to be awarded 3.6 million shares, worth about 963,000 pounds, for last year.
01/30/2012
One of Barclays’ top 10 investors is reported to have said: “If the bank doesn’t exercise real restraint then it faces a shareholder rebellion.”