04/17/2013
Super rich moving money out of Switzerland
By 2020 the country will have lost its position as the number one destination for the wealth of the world's super rich to Singapore
04/17/2013
Genworth Financial Wealth Management will soon have new owners -- and a new name.
04/17/2013
The curbs, put forward by the bank's supervisory board for approval next month by shareholders, are likely to be replicated beyond this year, the report said.
04/17/2013
the U.S. advisory firm, objects to the dilution of shareholders as a result of the Swiss bank's proposal to issue more than 27 million shares worth over 700 million Swiss francs ($755.41 million) at current market prices.
04/17/2013
On the wealth and investment side, Barclays is building out its wealth platform and is working more closely with the retail and investment banking division, to position for future growth.
04/17/2013
Based in Milan and with offices in Rome, Bologna and Reggio Emilia
04/17/2013
The company's investment banking unit brought in less revenue from trading bonds and commodities
04/16/2013
"Our Wealth Management businesses performed well in the quarter," said Clayton G. Deutsch, CEO and President.
04/16/2013
The shock therapy was offered to Najia and 34 other client advisers of the world’s second-biggest private bank as part of an effort to jolt them into reinventing the wealth-management business.
04/16/2013
Goldman Sachs private bank wins UK licence
The UK entity is authorised to carry out several functions, including: deposit-taking; advising on investments; dealing on an agency and principal basis; and the safeguarding and administration of assets, according to the FCA filing.
04/16/2013
Announcement comes about two weeks
04/16/2013
Wermuth Quant Eastern Europe Strategy Fund has been one of the best-performing funds with returns of 20.3%, the company said in a statement.
04/16/2013
The bank was keen to deflect its poor complaints record.
04/16/2013
From 31 December 2012, Group assets under management have risen by CHF 2.8 billion or 2%. At CHF 119.0 billion, assets are currently CHF 8.4 billion higher than on 31 March 2012.
04/16/2013
Hargreaves Lansdown does not expect any surprises from the second instalment of the retail distribution review (RDR) after a record breaking performance for the firm in the first quarter.
04/16/2013
Wealth Manager conducted the survey during the week leading up to Easter as the Dow continued to set new record daily highs and the S&P 500 broke through its nominal pre-crash high.
04/15/2013
Wealth management services provider to sell itself for about $1.01B
The New York firm is led by Jessica Bibliowicz, the daughter of former Citigroup CEO Sandy Weill.
04/15/2013
He will replace Rupert Hengster, who headed the group’s German base since the launch of the asset management arm in the country in 2010.
04/15/2013
Wealth management firms want advisors to spend more time with clients
04/15/2013
Our customers' needs as a family are the main focus of our wealth management services