07/21/2011
Wealth managers get 'hands on' to justify fees
“The economics of the wealth management adviser model is such that it is not truly viable for client business with assets below £250,000,” said Dovey.
07/21/2011
“The economics of the wealth management adviser model is such that it is not truly viable for client business with assets below £250,000,” said Dovey.
07/21/2011
This trend will be a stark reminder to investment managers that IWAs will not just purely be a passive distribution arm to end-HNWs.
07/20/2011
A big catalyst for change is the rapid evolution of the industry's traditional profit pools.
07/20/2011
UBS AG's appointment of ex-Bundesbank head Axel Weber as future chairman has made one thing clear...
07/19/2011
All international wealth management and private banking divisions will be brought together under a single banner with one managing director.
07/18/2011
European private banks to face new regulatory challenges
07/14/2011
Geneva's oldest private bank, aims to double the wealth it manages in Japan to 200 billion yen ($2.5 billion) in five years through tie-ups with local lenders led by Chiba Bank.
07/13/2011
Banking world consolidating
07/13/2011
RBC Wealth Management placed sixth in the Scorpio Partnership Global Private Banking KPI Benchmark 2011
07/12/2011
St. James's Place has appointed Orchard Street Investment Management to run the firm's property funds
07/12/2011
Credit Suisse was named the "Best Wealth Management House 2011" by Euromoney magazine
07/12/2011
Asset managers have seen higher profitability in 2010 than in 2009
07/12/2011
Two Zurich firms advised on the acquisition of an independent wealth manager
07/11/2011
The BlueBay Global Monthly Income Bond Fund is available to individual investors through four low-cost fee options
07/08/2011
Concerned by a slow economic recovery and political change in Moscow, Russia's wealthy business leaders are increasingly eyeing assets in Europe
07/07/2011
A number of times men earn better salaries than women for the same job for the simple reason that women don't ask for more money, according to experts.
07/05/2011
Anne Pambid
07/04/2011
ABN Amro Bank NV wants to sell it private banking operations in Switzerland, Swiss daily Handelszeitung reported at the weekend, citing unnamed sources.
03/20/2011
Heartwood has launched its Investment Management as a separate division
03/08/2011
Heartwood, the independently owned wealth manager, has been selected ‘Best Overall Wealth Solutions Provider - High Net Worth’ for the second year running at this year’s PAM Awards, which are widely regarded as the ‘Oscars’ f