03/30/2012
Every year, hundreds of Chinese private bankers gather in Hongqiao, a nondescript corner of smog-shrouded Shanghai, to learn the basics of wealth management.
03/30/2012
WH Ireland is to rebrand nine of Pritchard Stockbrokers’ offices and open another office in Lymington, Hampshire, in a move that will double its regional presence.
03/29/2012
Oudea's bonus slid to 682,770 euros ($909,900) from 1.2 million the year before, SocGen, France's No. 2 lender, said in a regulatory filing.
03/29/2012
That strategy has drawn at least 48 brokers with more than $6 billion in client assets under management since January, based on moves of top brokers tracked by Reuters, far more than the other top US brokerages.
03/29/2012
Hong Kong’s private banking industry is in talks with the government and regulators seeking the removal of some red tape and compliance requirements implemented after the financial crisis, to help it sell products to more of the region’s multi
03/28/2012
The report claims that the presence of women in senior roles across the German banking sector was a contributing factor to the banking crash, alongside the bonus culture and lack of sufficient regulation.
03/28/2012
The PwC report claimed that cases, and the perceived threat from the crime, had grown in the sector globally.
03/28/2012
The package, which will run alongside its existing independent advice model, is expected to be available in the market in Q2, and will offer a flexible, bespoke approach to what AXA Wealth currently offers by way of support and pricing.
03/28/2012
The bloc's parliament and member states are approving a draft law to implement Basel III, global rules to toughen up bank capital and liquidity requirements from 2013 to plug regulatory gaps highlighted by the financial crisis.
03/28/2012
Back in 2010, Financial Planning featured Wong Ulrich on its cover with a story she authored about the changing face of financial planners. In the piece she argued that more planners of color are needed to serve the growing ranks of wealthy minorities.