02/03/2012
LawInContext has launched The Global Wealth Management / Financial Services Professional Development Program - a holistic distance learning training program, which is comprised of three distinct modules, each of which offers a global Fundamentals session,
02/02/2012
Hoare Govett had been one of the most historic and prestigious brands in British stockbroking for much of the 20th century, along with Cazenove, but analysts felt its brand value had been diluted after it got absorbed into ABN AMRO.
02/02/2012
Andrew Marsh said the firm would be open to acquiring an independent wealth management firm that focuses on wealthy families, entrepreneurs, and business owners. He said the firm wasn't in talks with any possible targets now.
02/02/2012
Up to 100 of Coutts’ front office staff face the prospect of redundancy, following the bank’s decision to separate its wealth management and private banking functions in the run-up to the retail distribution review.
02/01/2012
As trading volumes varied by country and asset class in 2011, operating performance fluctuated among the Euroclear entities, with some experiencing year-over-year gains in some measures while declining in others.
02/01/2012
Shoulders, Adams Hall’s CEO, had recently acquired the ownership interests of F&M Bank & Trust Co. in Tulsa, said Martin Bicknell, CEO of Mariner Wealth. F&M Bank had owned more than half of Adams Hall.
02/01/2012
This award is bestowed in six categories: Industry Contributor of the Year, Practice Management, Technology Innovator, Wealth Creator, Legacy Builder and Lifetime Achievement.
02/01/2012
The company said commission income, which fell to £17.5 million from £24.9 million a year earlier, had continued to fall into January but other income has held up.
02/01/2012
The report, published by Standard Chartered, SEI Global Wealth Services and Scorpio Partnership, studied 3,300 high-net-worth individuals with an average of $2m worth of assets.
01/31/2012
French banks intend to cut bonus payments for 2011 by between 40 percent and 50 percent, Le Journal du Dimanche reported, without saying where it obtained the information.
01/31/2012
"Of 1,200 employees, we'll have to lay off about 10%," Hoerger told Die Welt, saying the layoffs would be completed by the end of the year.