07/04/2013
Fitch Ratings has affirmed Pictet & Cie's (Pictet) and Lombard Odier & Cie's (Lombard Odier) Long-term Issuer Default Ratings (IDRs) at 'AA-' and Viability Ratings (VRs) at 'aa-'. The Outlooks on Pictet's and Lom
07/03/2013
Arbuthnot Latham expects to receive its full Dubai banking licence next month and is eyeing further international expansion to boost growth.
07/03/2013
The FCA will be delving deep into the firms they are supervising to better understand the market and understand fully the end to end process that a customer experiences.
07/03/2013
Wealthy Chinese are showing their appetite and spending patterns in luxury markets.
07/03/2013
Very few agents can go toe to toe with Beauchamp Estates on sheer net-worth-per-client.
07/03/2013
This lack of demand for the funds’ shares has left them trading on wide discounts to the underlying value of their portfolios,
07/03/2013
Following news its Paris-based fund selection chief was leaving
07/03/2013
Seven Investment Management has started a programme of bringing solicitors, financial planners and accountants together
07/03/2013
Oldest French-Swiss private bank bulks up with merger
The oldest private bank in French-speaking Switzerland to offer a variety of investment funds alongside its traditional wealth management services.
07/03/2013
Figures show that charities claimed £3bn and donors claimed £1.09bn, including £510m from inheritance tax and £40m in payroll giving
07/02/2013
The Q2 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
07/02/2013
In addition, BNP Paribas Wealth Management was awarded as one of the Top 3 Best Private Bank in China and Top 3 Best Private Bank in Taiwan, in the foreign category.
07/02/2013
Keeping on top of overheads and investing in technology, particularly “bespoke” software, had also improved the firm’s financial performance,
07/02/2013
The European Parliament narrowly rejected proposals to ban fund managers from receiving bonuses amounting to more than their annual salary
07/02/2013
Independent financial adviser Chase de Vere has posted a £11.6m loss for 2012
07/02/2013
The STEP Private Client Awards highlight excellence among private client solicitors/attorneys
07/01/2013
Swiss-based Syz & Co Group, encompassing the three business lines of private banking, institutional asset management and Oyster Funds
07/01/2013
BNY Mellon has received licence approval from the Securities and Futures Commission for its new dedicated Hong Kong-based subsidiary to establish a separately managed accounts business.
07/01/2013
The Government is this week expected to ask Rothschild to advise it on separating RBS into a good bank and bad bank.
07/01/2013
Individual mainland investors are no longer in a rush to buy gold.