09/05/2013
The Warwickshire office will be headed by investment team director Mike Divers, who is relocating from London, and takes the number of regional offices up to 11 across the UK and Channel Islands.
09/04/2013
Advisors bear substantial reputational risk in determining how to proceed
09/04/2013
Overseas investment may become more of a choice for China's richest families as foreign private bankers are looking at offshore opportunities for their Chinese customers to avoid tougher regulations in the country, a PricewaterhouseCoopers survey sai
09/04/2013
The Cost of Relationship Managers is the highest in a private bank's cost base, but ironically RMs are actually spending less time with clients.
09/04/2013
The bank, one of hardest-hit in Europe by the financial meltdown
09/04/2013
The firm said the new tool has been designed to enable financial advisers to consolidate their work
09/04/2013
Cheltenham wealth manager buys £60m client book
Cheltenham-based weatlh management firm has acquired the client book of Kent-based Valiant Financial Consultants Ltd
09/04/2013
Wells Fargo takes a different approach to global operations from many of the other banks participating at the SWIFT Sibos conference in Dubai this month.
09/03/2013
Given the cohesive nature of EFG International’s international private banking business (spanning some 30 locations worldwide), it will increasingly seek to project a unified approach under the marketing name, “EFG”.
09/03/2013
Law firms focusing on private clients were among the UK’s best performing
09/03/2013
Hargreaves Lansdown has reported a rise in assets under administration, profits and client numbers while revealing further progress in pricing.
09/03/2013
UBS AG chairman Axel Weber said the Swiss bank was focused on meeting new bank safety rules rather than pursuing acquisitions,
09/03/2013
CIBC is focusing on wealth management because it offers steady fee-based income and requires very little capital to run.
09/03/2013
Multiple hourly charges for advice could be as “complicated” for consumers to understand as energy bills, the marketing director of St James’s Place has claimed.
09/02/2013
The Edmond de Rothschild Group, with more than 55 billion Swiss francs (close to 45 billion euros) under management, aims to raise a further 25 billion Swiss francs by 2016
09/02/2013
The latest performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
09/02/2013
Morningstar, Inc a leading provider of independent investment research, today published its inaugural issue of Financial Services Observer
09/02/2013
At the end of 2012 there were 302,000 millionaires (HNWIs) in Australia, collectively holding US$900 billion, or 15.5% of the total individual wealth in the country.
09/01/2013
Bluefin owner AXA had put the business up for sale, alongside employee benefits arm Bluefin Corporate Consulting, in 2011.
09/01/2013
Bank of Singapore wants to boost assets under management to US$80 billion as more wealthy Asians let private banks decide on investments