11/29/2011
RDR could force wealth management shakeout
A key aspect of RDR will be the eradication of commissions paid by product providers to wealth advisers, a widespread practice.
Wealth and Asset Management
11/24/2011
Bermuda-based lender reports healthy Q3 results
Interest income increased to $11.40 million from $4.15 million in 2010. This increase was driven by the reallocation of a portion of the bank’s balance sheet out of cash products and into a diversified portfolio of higher yielding securities.
11/23/2011
Credit Suisse Moves U.S. Offshore Wealth Management to Onshore
Ten advisers will be affected by the changes at the Swiss based-unit, Credit Suisse said, without being more specific.
11/23/2011
STEP establishes Private Banking & Wealth Management Group
The working group has the support of advisory firms and private banks keen to ensure that the value of private wealth is better understood in Westminster circles.
11/23/2011
Clients encourage to remain calm amid market volatility - survey
The study also stated that clients exercise better due diligence in looking for the right money manager
11/22/2011
Bank of Valletta forms alliance with global wealth firm
The partnership will allow BOV's clients to have wider access to proprietary funds
11/22/2011
Berkeley Has Bay Area's Largest Wealth Gap, Say Numbers
Berkeley Has Bay Area's Largest Wealth Gap, Say Numbers
11/21/2011
Top private bank named Gold Sponsor at key fund-raising event
The event, which was held on October 17th 2011, featured a gala dinner, a silent auction and was attended by a number of distinguished guests and a select gathering of social figures.
11/21/2011
SG Private Wealth arranges financing for Delta project
“Their alliances with over 75 Private Banks, Finance Companies and Private Equity firms, including over a dozen mega-yacht lenders worldwide, gives those looking to finance their Delta vessel a valuable and discreet option.”
11/18/2011
Interest in private investment banking services to increase four fold - Barclays
Interest in private investment banking services to increase four fold - Barclays
11/18/2011
Rathbones among top ten charity investment managers
Rathbones among top ten charity investment managers
11/18/2011
Asset Control bags industry award
Asset Control bags industry award
11/17/2011
RCL Advisors bags industry accolade
The firm was included in the selection of "2011 Top Wealth Managers"
11/17/2011
Fund Architects to debut six dynamic investment models on Envestnet platform
The alliance effectively boosts Envestnet's product offerings
11/17/2011
Canadians on the charitable mode this year - study
70pc of Canadian made a charitable contribution despite gloomy economy
11/14/2011
Stifel reports lower thrid-quarter revenue
The profit decrease comes at the tail of Stifel's acquisition of Western U.S. municipal finance firm Stone & Youngberg
11/11/2011
Gordian Wealth Advisors Hires Sanctuary Wealth Services
Gordian Wealth Advisors Hires Sanctuary Wealth Services
11/10/2011
Jersey-based Affinity Private Wealth sets out its stall
The newly formed wealth management group will use cutting edge technology and a contemporary approach to financial advice.
11/10/2011
GenFi launches new investment advisory & consulting firm
GenFi launches just two days after the former head of Bank of America's global wealth management business, Sallie Krawcheck, presented a keynote speech at the Securities Industry and Financial Markets Association Conference about the lack of female i
11/09/2011
Bank of the West Wealth Management Introduces 28 Private Client Advisors
Bank of the West Wealth Management Introduces 28 Private Client Advisors