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Credit Suisse rejigs segmentation strategy, takes aim at the super affluent client 17/09/2014
Credit Suisse has moved to create a segment for affluent and less wealthy clients in order to focus its efforts on this spectrum of the business.

Investec sells Irish mortgage business 16/09/2014

Marketing: Still wealth management's Achilles heel 16/09/2014
Marketing has always seemed to be the Achilles heel of the asset management sector generally, and the private banking and wealth management sector, in particular. The marketing efforts of the asset management sector tends to pale in comparison in both absolute and relative terms with retailing or the consumer goods sector, for example.

What next for Hampden & Co., Scotland's putative private bank? 15/09/2014
The result of the referendum on Scottish independence still looks too close to call according to the opinion polls.

Julius Baer sponsors new Formula E electric car racing 12/09/2014
Julius Baer has become global partner of the new FIA Formula E Championship, the first electric racing series.

Julius Baer merges Lausanne offices 11/09/2014
Julius Baer combines Lausanne operations.

Standard Life Investments could move south of border if Scots vote for independence 10/09/2014
Standard Life is considering relocating Standard Life Investments, the unit in which Standard Life Wealth reports, to the UK if Scotland votes for independence in the referendum next week.

Jersey-based wealth firm moves to larger premises and hires trio 10/09/2014

Charles Stanley issues profit warning and sells FP Matterley Undervalued Assets Fund 08/09/2014
Charles Stanley has decided to dispose of the FP Matterley Undervalued Assets Fund and has agreed terms with Miton Group Plc for an undisclosed fee to take over the investment management and ownership of the fund.

Tavistock reduces loss as it embarks on new wealth venture 05/09/2014

 
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