12/09/2012
On Tuesday the government will publish its draft finance bill, which will include details of the annual charge on corporate vehicles – both UK and overseas – used to buy expensive homes. The annual charge proposal was laid out in March’
12/09/2012
Bank Sarasin-Alpen won the Best Wealth Manager award at the Islamic Business and Finance Awards 2012 for the second consecutive year. The Awards ceremony was organized by CPI Financial, publisher of Islamic Business and Finance magazine. Rohit Walia, Exec
12/09/2012
Asia Pacific was the star performer, which saw the number of HNWIs in the region rose by 1.6% y-o-y to 3.37 million individuals in 2011.
12/09/2012
One million wealthy families in the Gulf Cooperation Council (GCC) countries own investment assets worth about USD 1.2 trillion, a new report has said.
12/09/2012
The findings show the scale of the challenge facing the country.
12/09/2012
Both foreign and Indian wealth management and private banking firms such as Barclays, India Infoline and Karvy are looking at sourcing talent from the investment banking segment.
12/09/2012
Living individuals therefore continue to be the most significant source of the largest donations.
12/09/2012
Skandia hires wealth management consultants in sales revamp
Skandia is introducing a layer of 'wealth management consultants'
12/09/2012
Berry Asset Management has further enhanced its investor experience, with the introduction of its innovative new Performance Tracker facility.
12/09/2012
Global mobility shapes investment approach; Cultural ties influence wealth transfer and philanthropy
12/09/2012
Falcon Private Bank plans to acquire wealth management boutiques that manage between $500 million and $4 billion in assets.
12/06/2012
TD Bank acquisition to boost North American wealth business
TD Bank has been expanding aggressively in retail banking in the U.S. in recent years.
12/06/2012
Among the banks offering special treatment, for a fee, is Bank of America.
12/06/2012
Among the professional services sector, bankers in the UAE got the biggest pay hikes this year, says a recruitment expert in the country.
12/06/2012
They will also deepen the international client product offering as each of the products is offered in Euro and US Dollar, as well as Sterling.
12/06/2012
They were also informed that the bonus cuts should go beyond the required evidence of banks clawing back pay awarded to executives and staff involved in mis-selling.
12/06/2012
Even low-value clients will still need advice post-RDR, IFA argues.
12/06/2012
This isn’t for the moderately wealthy. Ascent targets clients with a minimum net worth of $50 million.
12/05/2012
Wealth managers, as a group, have not grasped the extent to which the financial markets have fundamentally changed in the wake of the 2008-2009 downturn, according to a survey of 130 wealth managers.
12/05/2012
“East Africa has actually been leading in economic growth in Africa … Certainly it follows that also the wealthy people will actually grow,” he added.