03/15/2012
The likes of Brewin Dolphin, Rathbones and Charles Stanley will be forced to fork out for the collapse of a number of financial services firms after the FSCS interim levy was raised to £60 million.
03/15/2012
But a growing number of more adventurous investors are now seeking safety by buying bonds from a tiny, affluent nation 9,500 miles away.
03/15/2012
Choppy stock markets took the sheen off the world’s new billionaire factory, the Asia-Pacific region, with three dozen Chinese and nine Indians dropping from last year’s list.
03/15/2012
Wealth managers welcome warnings over upselling by banking groups into private banking and wealth arms.
03/15/2012
UBS's Annual Report for 2011 provides comprehensive information on the firm, its strategy, business, governance and financial performance. It contains both audited and unaudited information.
03/15/2012
Profit before tax increased to £2.0m (2010: £1.0m) as the Bank continued to successfully implement its strategy of providing a full service banking and advisory product offering
03/15/2012
United Overseas Bank Limited (UOB) today said that it has added $260 million in assets under management (AUM) and attracted 25,000 customers in the first three months since the launch of its wealth banking segment.
03/15/2012
A wealth manager, rather than an investment banker, received the largest pay package at UBS last year for the first time since the Swiss bank began disclosing its annual pay practices - a sign of the group's decision to shift its focus back to privat
03/15/2012
“We are unable to comment on the reason for her detention -- this is a matter for the police,” Singapore-based spokeswoman Melissa Cheah said in an e-mailed response to queries today. “We can confirm that Standard Chartered is not being
03/14/2012
A senior Credit Suisse trader will be paid a bonus for 2011 despite being fined £210,000 by the Financial Services Authority for "improper market conduct".
03/14/2012
WEALTH manager Brooks Macdonald has continued to enjoy solid growth in the funds it administers, even as markets tanked in the second half of last year.
03/14/2012
Close AM lost £2.6m in the period compared with a £6m loss in the previous six months.
03/14/2012
Sterne, Agee & Leach, Inc., one of the oldest and largest privately-owned investment banking firms in the country, has expanded its Private Client Group with the addition of an investment office in Chicago.
03/14/2012
Washington Wealth Management LLC, a start-up firm that has grown by hiring away advisers from top U.S. brokerages, has added its latest recruit from Morgan Stanley Smith Barney.
03/14/2012
He is without a doubt the epitome of the first class advisor who has his clients first in his thoughts,” said Washington Wealth’s San Diego Branch Manager Mike Ferrante. “These are the types of planners that we are looking to hire.&rdquo
03/14/2012
Representing a major milestone in the evolution of WMR's Chief Investment Strategist function, the move underscores the commitment of UBS Wealth Management Americas to helping its clients reach their goals by delivering the best research from the sma
03/13/2012
Deutsche Bank Private Wealth Management (DB PWM) has relocated its Glasgow office and boosted the staff headcount with five recruits.
03/13/2012
With the opening of the new representative office in Tel Aviv, Julius Baer marks another important milestone in the development of its global network, which comprises offices in more than 40 locations in over 20 countries.
03/13/2012
Merrill Lynch Wealth Management has also been named 'Best Private Bank in India' four times in a row from 2005 – 2008.
03/13/2012
The exact location of the office is yet to be finalised, although it is understood that the office will open later this year..