10/01/2012
Wealth management profits at Canada's big banks shrank or stagnated in the sector's third quarter, as market malaise and skittish investors again neutralized a segment expected to emerge as a future money-maker for the nation's big lenders.
10/01/2012
WestLB Mellon Asset Management was formed in early 2006 as a 50:50 joint venture between BNY Mellon and Portigon.
09/30/2012
Acquisition follows plans, announced last year, to increase private client wealth management proposition.
09/30/2012
Cheshire headquartered international financial services firm, ‘Alexander Beard Group plc’, has entered a partnership agreement with London & Capital, to provide an outsourced, discretionary managed investment proposition for use by its UK-
09/30/2012
The Board expects the Company's operating earnings to be broadly in line with market expectations.
09/30/2012
City Financial has bought the asset management arm of Eden Financial in a move to bolster its UK equity, fixed income and multi-asset presence, Investment Week can exclusively reveal.
09/27/2012
Nedbank Group Board took the decision to consolidate the group’s HNW client offerings
09/27/2012
The new Tenerife office brings Blacktower’s office portfolio to eight
09/27/2012
Merrill Lynch Wealth Management has released findings from its Merrill Lynch Affluent Insights Survey, a report examining the values, financial priorities and concerns of affluent Americans.
09/27/2012
Barclays new vault opens for gold
09/27/2012
“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”
09/27/2012
"The opportunities for fundraising professionals are immense."
09/27/2012
The acquisition is European Wealth’s third in the two years since it launched.
09/27/2012
HSBC Global Asset Management has made a foray into wealth management in the Middle East and North Africa (MENA) region.
09/26/2012
To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign
09/26/2012
"There’s an overall higher level of pessimism than average."
09/26/2012
Panmure Gordon is expanding into wealth management as part of efforts by its new leadership to diversify the business, as the UK broker swung to a profit in the first half of this year.
09/26/2012
UK wealth managers are bolstering their investment advice services in preparation for next year’s retail distribution review, which changes the fee structure for financial advisers.
09/26/2012
New head of Catella’s wealth management announced
The integration of the two sets of operations in Catella Bank will strengthen the range of services offered to clients, with both superior management services and borrowing and lending arranged by the bank.
09/26/2012
Best Practice has also taken on board Arch Financial Planning, a firm with eight advisers and around £90m assets under advice.