04/29/2013
UBS Wealth Management deliveres highest levels of quarterly net new money since 2007
Wealth Management Americas achieved another record profit and strong net new money inflows.
Wealth and Asset Management
04/29/2013
Swiss private wealth manager positions for Europe M&A revival
For us, it's a boutique-plus strategy
04/29/2013
HB Markets Ltd to be renamed Beaufort Securities
"To continue to meet the needs of our clients, the new combined management team recognise the importance of adapting to fast changing markets and meeting challenges thrown up by the post credit crunch financial landscape."
04/28/2013
China's new wealth moves art markets
China does not only affect South African commodity prices and fast-food habits, it also has an effect on the South African art market.
04/28/2013
Coutts banker detained by US authorities for possible tax evasion
A syndicated article in two Swiss Sunday newspapers says the man is employed by the British private bank Coutts in Geneva and used to work for Switzerland’s leading UBS bank until 2009.
04/28/2013
India’s super-rich club shrinking
India has seen the largest fall in super-rich population in the world.
04/28/2013
Independent Asset Managers Thrive in Crisis
More wealthy individuals, particularly in Asia, have approached the independents for advice free from attachments to corporate affiliations.
04/28/2013
Aberdeen Asset Management finds life is sweet
Investment management group seems to have surprised even itself with how well life is turning out
04/27/2013
SG Cantonalbank says may sell part of Hyposwiss private bank
Cantonal Bank of St. Gallen said it may sell parts of Hyposwiss
04/27/2013
Forbes Recognizes Leading Status of Convergent Wealth Advisors
Convergent ranks number ten in Top 50 Wealth Managers
04/25/2013
KPMG launches Global Centre of Excellence for Family Business
Our collaboration with KPMG helps us further our mission of strengthening families, businesses
04/25/2013
Morgan Stanley's new wealth boss targets growth
Plans to shift to a more "holistic wealth management fee-for-advice" approach.
04/25/2013
Canadian Western Trust to act as custodian for GP Wealth Management's Signature Service Accounts
"CWT is excited to partner with GP Wealth's financial advisors, through our self-directed fee-for-service platform, to offer GP Wealth's Signature Service Account."
04/25/2013
Van Lanschot reports profit growth in Q1 2013
Net profit in Q1 2013 of € 24.8 million
04/24/2013
BMO Harris Private Banking Named Best Private Bank in Canada for Third Consecutive Year
They were was cited for its leadership.
04/24/2013
Raymond James profit up on private client results
Though its capital markets business saw weaker profits.
04/24/2013
SJP funds under management grow 12% in Q1 to £39bn
Continued significant growth in new business with funds under management up £4.2 billion to a record £39 billion
04/24/2013
Post-RDR business upswing triggers Beacon Wealth hires
Cambridgeshire-based Beacon Wealth Management has put its recruitment plans into place earlier than expected
04/24/2013
UK wealth managers enduring post-RDR slump in confidence
A study from Pershing examines the extent to which UK wealth managers are being forced to re-examine their value proposition in light of the implementation of the RDR.
04/23/2013
China to increase scrutiny on wealth management products
China will heighten oversight on wealth management products in 2013 by taking a closer look at money flows off banks' balance sheets to reduce financial risks at a time when growth is slowing in the world's No. 2 economy.