12/03/2012
From baseball players requesting their bonuses before Dec. 31 to millionaires lobbying for higher taxes on themselves, America’s wealthy are weighing in on the debate over the US “fiscal cliff.”
12/03/2012
In the past five years the number of people using a financial planner has dropped 20%, down from three million to 2.4 million, new research shows.
12/03/2012
The Credit Suisse reorganisation contrasts with hometown rival UBS, which is abandoning most fixed-income activities in favour of its flagship private bank as tough Swiss capital rules begin eating into investment banking profits.
12/03/2012
UBS is closing four branches in Germany that serve wealthy clients and cutting up to 35 jobs as it seeks to improve profitability.
12/02/2012
Wealth managers are rushing to set up tailored services for increasing numbers of foreign millionaires applying for investor visas to stay in the UK, with wealthy Russians leading the surge.
12/02/2012
Do You “Like” Your Wealth Manager?
Responding to the startling rise of social media, the majority of leading private banks and wealth managers are improving in deploying certain elements of social media and some platforms but, for the most part, lack effective social media strategies.
12/02/2012
The CWM operations will be fully integrated into Fiera Capital Private Wealth's existing business.
12/02/2012
Not only are vacancies growing but so too are salaries as banks beef up their compliance functions
12/02/2012
Rowan Dartington’s Coxell has said platforms focus too much on collective investments.
12/02/2012
This is the second acquisition by Saltus in 2012 after the group acquired Midlands-based discretionary fund manager Montague Capital in August 2012.
12/02/2012
Coutts Adds Two To Board
11/29/2012
Swiss private bank sees huge interest in gold equities in 2012
"We see great opportunities there as gold mining stocks trade at big discounts to gold."
11/29/2012
Australian financial advisers look set to finish 2012 in a better mood, according to the latest research released by Wealth Insights.
11/29/2012
The deal will likely smooth the path for the Tokyo lender
11/29/2012
Rothschild, the independent investment bank, reported a 14 percent drop in first half revenue
11/29/2012
The bank has set up a dedicated Asian portfolio management team in Hong Kong, led by Jacqueline Koo, to further strengthen the bank’s offering of highly customized DPM service with an Asian focus.
11/29/2012
The choice of name was made after a thorough research process.
11/28/2012
British bank Barclays today said it will ramp up its manpower at the wealth management division here by up to 15 per cent this fiscal, even as gloomy economic conditions make the going difficult for its peers.
11/28/2012
The agreement will allow financial advisors to seamlessly incorporate data on their clients' alternative investments into their financial plans and strategies.
11/28/2012
The sales of Fine Chinese Modern Paintings on Monday, November 26 and Tuesday, November 27 achieved HK$415,668,750