07/29/2012
British investment manager Brewin Dolphin said transition to a fee based charging model boosted streams of recurring revenue while falling trading volumes kept a cap on overall revenue growth in its third quarter.
07/29/2012
HSBC Holdings, Europe's largest bank, said first-half profit rose 10 per cent, lifted by gains on asset sales. Pretax profit rose to $US12.7 billion from $US11.5 billion a year earlier, the London-based bank said in a statement today.
07/26/2012
There are an almost unlimited number of benefits to incorporating social media into your overall marketing/business development strategy.
07/26/2012
The Y factor
Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.
07/26/2012
Although Investec has a strong private banking and wealth management franchise, the economies of some of its key markets such as Europe have been hit by the eurozone crisis.
07/26/2012
Embattled banking giant Barclays today revealed a potential £450 million bill for mis-selling complex financial products to unwitting small businesses.
07/26/2012
Family Office purchases IVG Luxembourg office
The deal represents one of the most important transactions in Luxembourg and so far represents 15% of the total market. Private investors still dominate the Luxembourg office market despite huge demand from institutional investors.
07/26/2012
Investment management firm blames “challenging” market conditions and “entrenched” economic uncertainty for fall in revenue.
07/26/2012
Swiss bank hunts for wealth management deal
The group said it had a war chest of 600 million francs and was looking for deals as it reported better-than-expected results for the first half of 2012.
07/26/2012
Top 10 global custodian being rebranded RBC Investor Services
07/25/2012
All of these have brought technology centre stage in managing financial institutions.
07/25/2012
Fury at bonus for top banker in rate-fixing scandal
07/25/2012
The John Kay review of equity markets, published this week, calls for regulatory authorities to ensure fiduciary standards apply to all relationships in the investment chain, including asset managers, brokers, platforms, IFAs and the end investor.
07/25/2012
Funds under management of £30.9 billion up 8% since the start of the year
07/25/2012
Rathbone Brothers saw its assets under management grow by 5 per cent in the first half of the year, rising to £16.7bn.
07/25/2012
Germany's Oldest Private Bank Calls for Bank Separation
The danger and potential expense posed by an investment bank to a retail bank are just too great, the reformers argue.
07/25/2012
This increase is the result not only of net inflows from both private and institutional clients but also of market and exchange-rate effects, and of UBP's acquisition of Nexar Capital Group in February 2012.
07/25/2012
Arbuthnot Banking Group has continued with the transformation of its business and has traded strongly in the first half of 2012.
07/25/2012
The service will offer book-keeping and correspondence management for individuals and families, alongside wealth management and financial planning.
07/25/2012
It has often been said that ‘cash is king’, yet cash can be overlooked or disregarded as an asset class in its own right