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Deutsche Bank unveils 2020 strategy plan 08:02 GMT
Deutsche Bank is targeting growth in its Asset & Wealth Management (AWM) division as part of its new strategy plan to 2020.

Credit Suisse Wealth Management Clients experiences robust first quarter 21/04/2015
Credit Suisse has reported net revenues of CHF 2,972 million and pre-tax profits of CHF 834 million for its Private Banking & Wealth Management division for the first quarter of 2015. This was an eight percent and 17.6 percent reduction respectively on the CHF 3,240 million of net revenues and CHF 1,012 million of pre-tax profits reported for the first quarter of 2014.

GAM AUM hit by Swiss Franc 21/04/2015
GAM has reported investment management assets under management (AUM) of CHF 73.7 billion in an interim management statement for the quarter ended 31 March 2015. This compares with CHF 76.1 billion at the end of December 2014.

Morgan Stanley Q1 wealth management profit up 21/04/2015
Morgan Stanley’s wealth management has reported a pre-tax profit for the first quarter of $855 million, a 24.6 percent year on year increase. The pre-tax margin was 22 percent.

RBC Wealth Management: Big but perhaps not so big after all 20/04/2015
RBC is routinely identified as one of the world’s leading wealth management firms. Most rankings will almost certainly include RBC within the ten biggest wealth management firms operating on the planet based on assets managed/and or supervised.

JM Finn reports 'successful' 2014 17/04/2015
UK wealth management firm JM Finn has reported a pre-tax profit for the full year 2014 of £10.3 million, a year on year increase of 19.8 percent. After tax profit totalled £7.9 million, up 26 percent year on year.

Private wealth management at Goldman Sachs: Profitable and a source of future growth 16/04/2015
Although it always features in any wealth management global ranking Goldman Sachs, like a number of big integrated banking and financial services firms, always seems to be very reluctant about disclosing details about the size of its involvement in the sector, at least in publicly available documentation.

Geneva bank publishes annual results for first time 31/03/2015
Mirabaud Group reported that assets under administration for 2014 totalled CHF 32.7 billion, in releasing annual results for the first time since the Geneva bank converted into a public company.

Funds round up: Miton, Brooks Macdonalds and more 27/03/2015
The weekly round up of the latest funds news.

Kleinwort Benson Investors 'winning against big global players' 27/03/2015
Asset management boutique Kleinwort Benson Investors has seen its consolidated revenue grow to EUR24.6m.

 
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