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Thu, Mar, 11 2010
(Free) UK Wealth managers are adopting a wait-and-see approach to the Retail Distribution Review (RDR), as uncertainty over the future of the Financial Services Authority casts a shadow over the initiative.
(Free) EFG International has continued its onshore drive overseas, adding an office in Key Biscayne, Florida, to recent openings in Shanghai and Demark.
Tue, Mar, 9 2010
(Free) Institutional investors and consultancy Mercer are joining forces to study the impact of climate change on strategic asset allocation.
Mon, Mar, 8 2010
(Free) Genspring Family Offices is looking to extend its reach across the Atlantic through acquisitions or partnerships with multi and single family offices in Europe.
(Free) Family Office Metrics, a US-based consultancy that advises single-family offices on converting to multi-family offices, has gained its 100th client.
Fri, Mar, 5 2010
(Free) Rothschild Private Bank has hired Nandu Patel from Morgan Stanley as a managing director – its third hire from the Wall Street bank in two weeks.
Thu, Mar, 4 2010
(Free) HSBC’s Swiss-based private bank will open a new branch in Gstaad, Switzerland, in mid-2010 – part of plans to expand its onshore presence in the country.
Wed, Mar, 3 2010
(Free) Standard Chartered’s wealth management arm posted a 20 percent decline in operating income in 2009 after a collapse in demand following the financial crisis.
Tue, Mar, 2 2010
(Free) Bank Sarasin saw net inflows of 17.9 percent across its business in 2009 and is on track to exceed its target of CHF100 billion in assets under management later this year.
Thu, Feb, 25 2010
Standard Chartered Private Bank is gathering client assets in India at a rate of $250 million a quarter, and aims to have $2.5billion to $3 billion by the end of 2010.