08/04/2014
Wealth management returns trump legal services
The company announced to the Australian Securities Exchange (ASX) that while its legal services businesses had struggled in difficult markets, the acquisition of wealth management business had paid dividends.
08/04/2014
NAB said there were would be no redundancies as a result of the merger, with the entire ThreeSixty listed equities team relocating to JB Were's Sydney office.
08/04/2014
SFG Australia shareholders have voted in favour of IOOF’s acquisition bid, which will create the third largest advice business in Australia.
08/04/2014
The declines were expected by analysts after a poor first quarter for investment banking and in the bank's retail and wealth management businesses.
08/04/2014
Swiss bank launches wealth platform in Taiwan
New head of a new wealth management unit that the Swiss bank is launching in Taiwan.
08/01/2014
Making money while helping a charity is the aim of a unique fund to list on the sharemarket.
07/31/2014
Banks and investors in Asia, however, are reluctant to get involved
07/30/2014
The art appreciation segment was added last year, due to increasing demand for education in the area.
07/30/2014
It's a fairly tough sell in Asia though.
07/30/2014
Private wealth surges as region closes in on North America
A key driver in the rise of private wealth in the Asia-Pacific region has been strong gross domestic product growth over the past five years, especially in China, India, and Indonesia.
07/30/2014
Leading wealth manager launches expanded direct advice business
Expanding its offering in the New Zealand marketplac
07/30/2014
Financial services employers in mainland China are a fairly flexible lot when it comes to recruitment.
07/30/2014
Lee said the wrap concept has been practised in the US and Australian markets
07/30/2014
Singapore is taking more steps to strengthen its position as a wealth management centre.
Following a series of scams, proposed rules to improve investor protection will make investment schemes involving landbanking and most precious metals unavailable for retail investment.
07/29/2014
At the start of the third quarter of 2014, many of the underlying challenges and geopolitical issues that we have previously highlighted remain
07/25/2014
The companies announced they had executed a non-binding indicative offer under which Australian Unity Personal Financial Services would acquire all the shares in Premium Wealth Management.
07/25/2014
Standard Chartered defends Peter Sands from attack
Chief executive Peter Sands is credited with devising the "Balti bail-out" that saved Britain's banks but is now under fire himself
07/25/2014
Investors will profit if the difference between the price of the shares narrows, the person said, asking not to be identified because the details are private.
07/23/2014
Giving it a seat at the table among the nation’s leading wealth managers
07/22/2014
RBC Wealth Management boosts team
The veteran private banker is said to be joining former employer RBC Wealth Management, having left Coutts earlier this month. RBS is reportedly considering selling the overseas arm of the private bank.