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Wealth & AM

French wealthy eye escape exit as tax burden rises
02/23/2012
However, the prospect of a Socialist in the presidency for the first time in 17 years is particularly worrying the wealthy.
What happens when your figurehead suddenly dies?
02/23/2012
Succession planning is a phrase that only the brave whisper within partnerships.
Credit Suisse temporarily suspends issuance of ETN product
02/23/2012
As disclosed in the pricing supplement relating to the ETNs under the heading "Risk Factors—The Market Price of Your ETNs May Be Influenced By Many Unpredictable Factors," the market value of the ETNs may be influenced by, among other thin
Leadership: It's a Female Thing
02/23/2012
The loft was filled with talented and accomplished women of wealth -- women who were personally wealthy or those who pulled the strings at some of New York's top financial institutions.
Luxury Home Values Stable in Fourth Quarter of 2011
02/23/2012
First Republic Bank produces the Prestige Home Index each quarter with Fiserv CSW Inc., a leading provider of automated property valuation services and home price metrics to U.S. financial institutions.
China Has a Thing for Cognac
02/23/2012
China and Kanye West have something in common: a love for cognac.
Barclays publishes FSA Complaints Data
02/22/2012
In the Banking category there has been a 31 per cent reduction in complaint volumes for the full year 2011 compared to 2010.
Baroness joins UK wealth managers board ‎
02/22/2012
She was previously editor-in-chief at the Wall Street Journal, Europe.
New wealth management division explores scaled advice
02/22/2012
The decision to explore limited or scaled-advice options stemmed from demand by the company's bank customers for Bendigo and Adelaide Bank's low-cost super offering, SmartStart Super, Tullio said.
HSBC To Overhaul UK Bonuses
02/22/2012
HSBC, which will report its full-year results for 2011 next Monday, is to issue tens of millions of pounds in new shares to cover any bonuses of more than £50,000 awarded to UK-based employees, people close to the bank tell me.
Chastened UBS uses 150th events to polish image
02/22/2012
The bank has been back in the headlines for the wrong reasons this month after it posted poor results for the last three months of 2011 and over its involvement in a global inquiry into a conspiracy to manipulate interbank lending rates.
Bankers, Watch Your Bonus, It May Be Revoked
02/22/2012
Swiss bank UBS is taking back 50 percent of share-based bonuses over 2 million Swiss Francs ($2.2 million) paid to investment bankers in 2011, after a profit plunge for 2012.
Coutts in Manchester goes to new heights for local charities
02/22/2012
The money raised will be split between four charities.
Asset International to Launch Philanthropy Management in March 2012
02/22/2012
Focused on the financial, operational and strategic services that support sustainable giving - the 'how' of modern philanthropy
UBS launches Israel wealth management unit
02/22/2012
The reason we didn’t acquire a company is that there is no company or investment house in the market that suited the concept that we want to bring to Israel.
Record year for St James's Place
02/22/2012
“Whilst the road to recovery for the UK economy is likely to remain challenging, the need for trusted financial advice is greater than ever. Given the market opportunity available to us, together with the continuing growth and development of the Par
Barclays Wealth expands advisory service to Monaco
02/22/2012
Barclays Wealth today announces that it has extended its Wealth Advisory reach and is now able to offer services directly to clients in Monaco.
Threadneedle systems catch £95m 'rogue trader'
02/22/2012
Success contrasts with UBS and Societe Generale where dodgy trades initially went unnoticed
Lord Rothschild and Prince Charles launch alternative energy venture
02/22/2012
The group has committed more than £65 million to Tamar Energy, which launched today.
Bank of America Merrill Lynch Wealth Management Boosts Recruiting Deal For Top Brokers
02/22/2012
Bank of America Merrill Lynch Wealth Management unit has tweaked its recruiting deal to attract financial advisers from competitors, offering bigger upfront cash payments as well as an extra client-asset incentive to a larger pool of top-tier brokers, acc
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