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..
03/13/2012
A team of Morgan Stanley Smith Barney advisers that generated $2 million of revenue last year has started an independent investment advisory firm
03/13/2012
Released today, the report, entitled Hot Spots, ranks the most competitive cities in the world for their demonstrated ability to attract capital, business, talent and tourists.
03/13/2012
The firm reported pre-tax profits of £66.8m in the six months to the end of January, up from £58.3m the year before.
03/13/2012
Global battle rages for LatAm wealth market clients
Wealth management in Latin America is experiencing turf wars on an international scale between asset managers, private banks and family offices hoping to win over the rising number of affluent clients.
03/13/2012
In its Retail Risk Conduct Outlook, published today, the regulator highlighted private banking and wealth management as an “emerging risk”, warning that poor conduct could lead to “widespread detriment”.
03/13/2012
The Edelman Financial Group is a wealth management company that manages approximately $16.3 billion in client assets.
03/12/2012
Gaining enough shelf space with such banks has proven a key constraint for a fund manager looking to expand its retail presence across Asia.
03/12/2012
The bank collapsed in 2008, sending the economy spiralling.
03/12/2012
Individuals, businesses, and nonprofits with net worth of $1 million or more are eligible to enroll in Webster Private Bank, Webster said Thursday. The bank did not say what it will charge them.
03/12/2012
Barclays Wealth has confirmed the launch the Target Growth plan, a new three-year term structured deposit targeting a maximum 21 per cent return.
03/12/2012
Prior to joining First Republic, he worked at Goldman Sachs Trust Company and Neuberger Berman Trust Company.
03/09/2012
The In$ide Paradeplatz story suggested Clariden Leu was asking SFr20-40mn for the business, which manages more than $2bn assets under the leadership of Michael Stahel.
03/09/2012
This new service is an outgrowth of MVB Bank's expanding community banking client base and demand for wealth management and investment advisory consulting in the West Virginia market.
03/09/2012
Gilliat places the deposits across five banks to reduce the risk posed by one going bankrupt, the London-based firm said in a March 5 statement.
03/09/2012
Business Secretary Vince Cable yesterday went public on Coalition talks on ditching the 50p top rate of tax and replacing it with new wealth levies.
03/09/2012
Mr Slim retained his title as the world’s richest man for the third year in a row. In the second spot is Microsoft founder Gates with a $ 61 billion networth followed by American investment giant and philanthropist Buffet whose networth is $44 billi
03/09/2012
“This will remain a very volatile environment,” said Michael Dobson, chief executive. However, he said investor sentiment had improved in the past two months and that Schroders had enjoyed net inflows of retail funds this year.