03/08/2013
Convergent Launches Program for RIA Administrative Tasks
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
Wealth and Asset Management
03/07/2013
Advisor Impact Releases Latest Investor Data, Launches a Formal Client Engagement Index
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
BNP Paribas Targets Asian Super-Rich to Boost Wealth Business
Societe Generale lured a net 1 billion euros
03/07/2013
Van Lanschot to review strategy after major loss
Underlying profit of € 2.0 million in difficult market conditions
03/06/2013
News Announces Wealth Management JV
Eureka Report and Clime Asset Management come together to offer more wealth creation solutions
03/06/2013
Will RBS sell Coutts?
Sir Mervyn King has suggested splitting RBS in two.
03/06/2013
Expectations low for UBS bankers awaiting bonus awards
Staff in UBS's investment bank waiting to be told by their boss what they have earned expect to be particularly hard hit.
03/06/2013
Private banking arm drags down Schroders profits for 2012
Financial markets and investor sentiment fluctuated sharply in the first half of 2012, with early gains in equity markets given back in the second quarter as concerns grew over the Eurozone and faltering economic growth.
03/06/2013
Barclays Wealth to open city office
The new office – which will be based at St Paul’s Place, in Norfolk Street, Sheffield
03/05/2013
DST Hosts Webinar to Address Top Wealth Management Reporting Challenges
Explore and suggest how to align a growth strategy with operational processes
03/05/2013
London & Capital signs platform partnership agreement with AVIVA
The deal will see London & Capital’s suite of ten actively managed and risk-graded growth portfolios, and three income portfolios, made available to advisers using the Aviva platform.
03/05/2013
Wealth management buoys Canada banks in quarter, outlook bright
Assets under management rose across the board for the six big banks that have reported first-quarter earnings - Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, Bank of Montreal, Canadian Imperial Bank of Commerce and National Bank of Can
03/05/2013
EU hints at curbs on bank salaries after Osborne defeat
I can’t support the proposal currently on the table
03/05/2013
Wealth manager unveils plans to buy 20 IFAs
"We believe that the fact that these acquisitions will be internally funded provides us with a far more robust and secure framework.
03/04/2013
George Osborne takes on EU to battle for bankers' bonuses
UK will find it hard to block EU decision to cap City bonuses
03/04/2013
GAM Holding Swings to Profit as Customers Add Net New Money
Net income was 86.7 million Swiss francs ($92 million), compared with a loss of 95 million francs a year earlier, the Zurich-based company said today in its annual report.
03/04/2013
Moneygate signs partnership with HNW specialist
The partnership will see the firms grow a new corporate offering.
03/04/2013
ANZ Seeks To Expand Wealth Management Business
Other analysts are a little less optimistic saying only time will tell whether the lender is successful at improving its wealth management business, though the bigger lenders tend to benefit from the perception they are safe to invest with.
03/03/2013
Swiss Go to Polls on ‘Fat Cat’ Pay as Approval Probable
Governments across Europe are considering limits to manager compensation after using taxpayer money to aid banks and corporations during the financial crisis.
03/03/2013
EU banker pay cap 'threatens thousands of British jobs'
The Government signalled its growing anger over European Union plans to impose a cap on pay for bankers this weekend when a senior minister with close ties to the Chancellor said that hundreds of thousands of British jobs were being put at risk.