05/12/2013
HSBC puts a slice of private bank up for sale
HSBC has put part of its global private bank up for sale. It has reclassified assets as non-core, which reduced revenues and pushed the operation into the red in the first three months of this year.
05/12/2013
JO Hambro Investment Management went into its March part management buyout from Credit Suisse on the back of a near 10% rise in profits in 2012
05/12/2013
Hewins Financial has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms
05/12/2013
Premier Asset Management has streamlined its fund range in a move to broaden its appeal in the wealth management market
05/12/2013
Our business has grown significantly over the last few years
05/12/2013
Ahead of new regulation and with a mind to tap new institutional clients, two German asset management firms have started their own US property group.
05/12/2013
It's the world's largest bank by total assets
05/11/2013
Persuading wealthy supporters to stump up thousands of pounds to secure their kids internships
05/10/2013
Customer service has been at the heart of a new strategy by private bank Duncan Lawrie
05/09/2013
New postgraduate degree responds to demand for specialist training in wake of Retail Distribution Review
05/09/2013
West Midlands are poised to help kick-start an economic upturn despite the slow pace of recovery
05/09/2013
Overall it was a mixed quarter for F&C's strategic partners arm as positive performance
05/09/2013
China's bond market regulator closed off a loophole on Friday
05/08/2013
Recession-Weary Gen X Millionaires Express Greatest Financial Regrets
The wealth position of younger households was hit much harder by the Great Recession
05/07/2013
Chinese HNWIs Shift Wealth Management Focus -RESEARCH
Thirty Percent of More Than 3,000 High Net Worth Individuals Surveyed Name Wealth Preservation as Top Priority
05/07/2013
“We are in a good position to benefit from rate rises in the US casualty market and it is pleasing to see substantial growth here.”
05/07/2013
Cost-cutting measures and fall in bad debts push UK bank's first quarter profits to £5.4bn, 95% higher than in 2012
05/07/2013
Citigroup appoints Chief Strategist for Private Banking
He is currently Managing Director and US Economist in Citi Research, and is held in high regard for his views including his extensive work on demographic and policy challenges with a focus on the implications for long-term asset market performance.
05/07/2013
In a 16th century Swiss castle in March the boss of UBS challenged the head of its private bank to explain his plans for overhauling the business of managing the money of the rich.
05/07/2013
Credit Suisse’s newly formed Global Financial Strategies Group announced the release of its inaugural publication entitled, “Cultivating Your Judgment Skills – A Framework for Improving the Quality of Decisions.”