09/18/2012
T. Rowe Price expands Swiss private banking and wealth management team
The Swiss market remains a pivotal region for private banking and fund investing and the maturity of the market place is a good match for the quality of T. Rowe Price's products, the firm's general investment capabilities and its client focus.
09/18/2012
AXA Wealth has launched FocalPoint, a new online RDR support hub featuring a series of modules designed to help advisers at every stage of their RDR journey.
09/17/2012
Fall-out from the controversy surrounding the London interbank offered rate (Libor) fixing scandal, together with US investigations into alleged money laundering by several banks, including HSBC and Standard Chartered, have left a bitter taste in the mout
09/17/2012
"There is more to wealth than managing one's assets," said David Hughes, Head of Affinity Partnerships at Barclays, which oversees the Little Book of Wonders.
09/17/2012
The top ASX 100 CEO bonuses fell significantly in 2011 due to more mature conversations on executive pay between boards and investors.
09/17/2012
The Supervisory Council of Norway’s national bank, Norges Bank, visited Singapore last week to learn more about investment strategies, capital markets, risk management and how Singapore manages its sovereign wealth.
09/17/2012
Brazilian-Swiss private bank set to control 90.47 pct of Sarasin after minority offer
The bought a controlling stake in the Swiss private bank from Dutch cooperative Rabobank last year.
09/17/2012
Today, Allianz unveiled the third edition of its "Global Wealth Report", which puts the asset and debt situation of private households in more than 50 countries under the microscope.
09/16/2012
RBC has also made a number of leadership changes recently to reflect those priorities.
09/16/2012
UBS could be better positioned in Latin America, but it is doing very well in Asia.
09/16/2012
Wealth management companies and private banks have cottoned on to something their cousins in institutional fund management have known for a long time: the value of a partnership with a large and steady custodian bank.
09/16/2012
The firm beat its target of becoming chartered by December 2012.
09/16/2012
Not content with advising the Queen, Coutts, the private bank, has other big ambitions: it wants to deliver the kind of investment service to its wealthy clients that sophisticated institutional investors are used to elsewhere. Its owner, Royal Bank of Sc
09/16/2012
Quilter first opened a dedicated office in Edinburgh in January 2011, soon after appointing Alan Aitchison as its head and Mark Hallam as investment manager.
09/13/2012
They focus on facts, not forecasts, looking for strong balance sheets, low debt and simple business models.
09/13/2012
At present, nine asset owners, 14 asset managers and nine professional service partners in Germany have signed up the UN PRI.
09/13/2012
Manulife Private Wealth's goals-based investment management approach uses a team model to leverage Manulife Asset Management's extensive experience in domestic and international institutional investment management with expertise across asset cla
09/13/2012
UBS is looking at capping bankers’ bonuses as the Swiss bank joins its European peers in cracking down on remuneration schemes following regulatory and investor pressure.
09/13/2012
“Every business unit, and every individual, will have a balanced scorecard derived from the group’s, and against which they are measured. Compensation will be based on the balanced scorecard,” he explained.
09/13/2012
AXA Wealth has removed its commission-related charges it retains on top-ups to reflect the fact commission will not be paid after the retail distribution review (RDR).