08/11/2013
Sanlam Private Wealth snaps up two more client banks
The UK-based division of the South African headquartered company has acquired Telford-based Cornforth Consultants Wealth Management and Shropshire-based Wealthport.
08/11/2013
The UK-based division of the South African headquartered company has acquired Telford-based Cornforth Consultants Wealth Management and Shropshire-based Wealthport.
08/11/2013
The firm offers a range of advisory services including investment management, financial planning,
08/11/2013
The region represents a vast untapped marketplace for niche banking services
08/11/2013
The award recognises BNY Mellon's innovative approach to developing and implementing client-focussed solutions in transactional banking
08/08/2013
Australia has retained the top sport in the report's Quality of Life Index which is created by analysing opinions and attitudes on lifestyle of 1,800 British expatriates
08/08/2013
Deutsche Asset & Wealth Management has set a September deadline to kick off the first round of bids for its loss-making Tilney business.
08/08/2013
The guidance 'aims to help increase trustees’ confidence when making decisions, and inform their process' by setting out key principles for good decision making.
08/08/2013
The solution suggested is that a mixed motive investment should be treated as though it were a pure financial investment
08/08/2013
Paris Orleans, the holding company for boutique investment bank Rothschild, said on Friday that its first-quarter group revenue fell 4.2 percent as lower profits in merchant banking outweighed an uptick in financial advice.
08/07/2013
Listed law firm ILH Group has expanded into wealth management with the acquisition of Capricorn Investment Partners
08/07/2013
Profit before tax up 25 per cent. to £221.7 million (H1 2012: £177.4 million)
08/07/2013
The prolonged economic slowdown in India without an early recovery has an adverse impact on the spending behaviour of ultra-high net worth individuals.
08/07/2013
The wealth manager has already shifted part of the four AAP portfolios into such products.
08/06/2013
Generali Portfolio Management manages around £200 million in discretionary private client portfolios (excluding certain assets managed on behalf of Generali) and generates annual revenue of around £1.9 million.
08/06/2013
Funds under management up 9%
08/06/2013
The population of Indian ultra-HNHs is estimated to have grown to around 100,900 in 2012-13, and is expected to triple to around 329,000 over the next five years
08/06/2013
Today, there are even more notable differences between these groups of ultra-high-net-worth and high-net-worth individuals than during Fitzgerald's time.
08/06/2013
"We're working very hard on the cost side of our Canadian wealth management business, and we've worked very hard on the new products and services where we see the industry going."
08/06/2013
Bank of the West’s push into the high-net-worth wealth management market appears to be paying off.
08/06/2013
CBA reports growth in custody market