03/23/2012
Braveheart snaps up Yorkshire fund manager
Braveheart said the deal consolidates its position in Yorkshire.
Wealth and Asset Management
03/23/2012
Mirabaud launches private banking solutions for professionals in sports and culture
The decision to set up a new business unit specialised in meeting the needs of professionals in sports and culture is predicated on the unique characteristics of this group, whose earnings potential is restricted to a short period of time.
03/23/2012
Recovery shifts up a gear, but bumps in the road lie ahead -Coutts & Co
The market rally is likely to grind higher on mounting evidence that the US is reasserting itself as an engine of world economic growth. Indeed, the world has moved closer towards the upper end of our base-case economic scenario. But while the rally is wa
03/23/2012
Millionaires add to their ranks
They're moving on up.
03/23/2012
StanChart investment bank boss gets $13 mln payday
Asia-focused bank Standard Chartered Plc paid its 13 top executives and bankers $92 million for last year, including $13.4 million for the head of its investment bank Mike Rees.
03/23/2012
Coutts appoints chief risk officer for asia
He joins the company from UBS Wealth Management where he was also the chief risk officer based in Singapore.
03/23/2012
WH Ireland swings into profit on client boost
Stockbroker WH Ireland has swung into black after a hectic year saw the group increase its turnover by just over 25%.
03/22/2012
Rebranding = better client service? I don't think so
I only ask because the Barclays news comes pretty soon after an identical announcement by Scotiabank, and a divisional name-tweak by RBS.
03/22/2012
First Republic Expands Wealth Management Team in New York
Senior Portfolio Manager and Senior Trust Officer Join Rockefeller Center Office
03/22/2012
Lerner's former associate targeting wirehouse advisers
Cabot has three people focused on recruiting advisers from Wall Street firms.
03/22/2012
How do Charitable Foundations Decide Their Longevity? - Coutts & Co
A new guide published by Coutts today explores the debate around the longevity of charitable foundations and the impact they have.
03/22/2012
Morgan Stanley announces new head of Swiss and Asian Wealth Unit
A Belgian national, has spent 14 years in management positions at the company, including spells as chief operating officer and head of international banking and products for Morgan Stanley’s wealth-management unit.
03/22/2012
Goldman Sachs launches 'muppet' hunt
Goldman Sachs has begun scanning internal emails for the term "muppet" and other evidence that employees referred to clients in derogatory ways, chief executive Lloyd Blankfein told partners in a conference call this week, according to people fa
03/21/2012
RBC opens new wealth management office in Raleigh
It is located at 4208 Six Forks Road in the North Hills area of the city.
03/21/2012
Wealthy Asians hungry for financial advice: study
Looking ahead, however, respondents placed a greater emphasis on advice, with 90% expecting financial companies to educate them in relation to investment and wealth strategies.
03/21/2012
Scotland’s premier private bank relocates HQ
The was founded in Edinburgh in 1983 by a group of influential Scottish business people who were committed to the core values of a traditional Scottish banking service.
03/21/2012
AMG makes a dramatic entry into wealth management arena
Founded in 1986 by Chief Executive Officer Michael Stolper, the firm is based in Newtown Square, Pa., and has 84 employees, including 36 investment advisory and 12 research professionals.
03/21/2012
Singapore investors bullish on Asia
Affluent Singaporean investors remain bullish on Asia, but see more potential in regions like the Middle East and Africa (MEA), as well as North and Latin America, in the longer term, according to a survey by Standard Chartered Bank and Scorpio Partnershi
03/21/2012
Wealth manager creates non-executive board as it targets growth
The Wealth Management (UK&I) Advisory Committee, chaired by Sir Nigel Rudd, is comprised of experienced leaders
03/21/2012
Pictet Asset Management launches free mutual funds app for iPad
The PAM app gives access to an easy-to-navigate platform from where users can find information quickly and research individual funds – from any location. Content can also be accessed offline.