08/14/2013
In July, five months after the integration began, Collardi raised the estimated integration costs to 455 million francs from 400 million, and retaining Merrill Lynch bankers is also costing money and slowing efforts to hire advisors in other areas.
08/13/2013
The bank met its target of becoming the market leader for customer satisfaction and completed its six-year core banking modernisation.
08/13/2013
The SIV program aims to bring investment into the Australian economy
08/13/2013
Wealth-X, the world's leading ultra high net worth intelligence provider announced it has been selected as a finalist for Red Herring's Top 100 Asia award
08/13/2013
“I am pleased to inform our registered investment advisors they will now have access to the Raymond James Alternative Investment Group (AIG),” said Bill Van Law, president of Raymond James IAD.
08/12/2013
Solid capital base strengthened substantially: Core Tier I ratio up from 11.0% to 12.5%
08/11/2013
More wealth management firms are likely to come into existence to give tax advice to U.S. citizens living abroad
08/11/2013
National Australia Bank has confirmed redundancies in a number of roles within its wealth management division following a strategy to digitalise the business.
08/11/2013
A $2.2 billion registered investment advisory firm with roots at Bank of America's Merrill Lynch and UBS AG has joined Focus Financial Partners, a partnership of independent wealth management firms.
08/11/2013
The suites will target salaried individuals with a net income of Sh300,000
08/11/2013
Hansa has assets under management of more than $1.8bn, while SVGIM - which invests in UK equities by applying private equity techniques to public markets - runs around £200m.
08/11/2013
The UK-based division of the South African headquartered company has acquired Telford-based Cornforth Consultants Wealth Management and Shropshire-based Wealthport.
08/11/2013
The firm offers a range of advisory services including investment management, financial planning,
08/11/2013
The region represents a vast untapped marketplace for niche banking services
08/11/2013
The award recognises BNY Mellon's innovative approach to developing and implementing client-focussed solutions in transactional banking
08/08/2013
Australia has retained the top sport in the report's Quality of Life Index which is created by analysing opinions and attitudes on lifestyle of 1,800 British expatriates
08/08/2013
Deutsche Asset & Wealth Management has set a September deadline to kick off the first round of bids for its loss-making Tilney business.
08/08/2013
The guidance 'aims to help increase trustees’ confidence when making decisions, and inform their process' by setting out key principles for good decision making.
08/08/2013
The solution suggested is that a mixed motive investment should be treated as though it were a pure financial investment
08/08/2013
Paris Orleans, the holding company for boutique investment bank Rothschild, said on Friday that its first-quarter group revenue fell 4.2 percent as lower profits in merchant banking outweighed an uptick in financial advice.