06/28/2012
The Firm remains well-recognized in the investment community with an internal team of professionals dedicated to its efforts in the area.
06/28/2012
To date, the Fund has attracted strong interest from existing investors and clients who are new to the firm.
06/28/2012
The firm said this would be aided by an internal platform, developed by SEI, which has been designed to handle volume.
06/28/2012
Top asset managers from around the world gathered in Monte Carlo this week to discuss how to handle their business in the midst of a sovereign-debt crisis they expect could last for several years.
06/28/2012
Wealth management firm Heartwood has boasted another year of strong growth in its core discretionary assets, with an £94.8m of net new funds and funds under management hitting £1.46bn.
06/28/2012
The master of ceremonies made a mistake as he named John Thain one of the year’s best dads, introducing him as the chief executive officer of Citigroup.
06/27/2012
Credit Suisse chief executive Brady Dougan is a marathon runner, not a team-sport aficionado, but he probably knows enough about the dynamics of sports franchises to realize that a public vote of confidence from a chairman is normally a sign of impending
06/27/2012
Industry Veteran Leslie Paladin Tapped to Help Brands Reach Mass Affluent Segment
06/27/2012
The survey also assessed anticipated changes to allocations over the coming six months.
06/27/2012
Rothschild Trust is creating a Senior Advisor Platform with a select group of the world’s leading wealth planners and trusted family advisors.
06/27/2012
Losses on JPMorgan Chase’s bungled trade could total as much as $9 billion, far exceeding earlier public estimates, according to people who have been briefed on the situation.
06/27/2012
Shares in the lender arre down 8% as Prime Minister David Cameron said the bank had "some serious questions to answer" and Opposition leader Ed Miliband called for a criminal investigation.
06/27/2012
The tax shield, which limits direct taxes in France tax, wealth tax, and local taxes
06/26/2012
Top-rated Singapore’s appeal among private-banking clients has risen as the local currency gained 12 percent since 2009 and Europe’s financial turmoil deepened with Greece’s new government struggling to meet targets for cutting its defic
06/26/2012
The new product will be introduced to advisers and customers via a new investment bond product known as the ‘Flexible Investment Account', an online investment bond that allows lump sums, regular premiums and ad hoc investments, subject to the
06/26/2012
Those are the findings of a survey commissioned by Fidelity, a global asset management company, which was carried out this spring in ten cities, including Beijing, Shanghai, Mumbai and New Delhi, Hong Kong, Taipei, Singapore, Seoul, Sydney and Tokyo.
06/26/2012
The Group has had a strong start to the year, with income for the first six months of 2012 expected to grow at a high single digit rate over the comparable period in 2011.
06/26/2012
ONCE again, wealth management company St James's Place is in the number one spot in the Top 100 Gloucestershire Businesses list.
06/26/2012
The BBH Global Portfolio Strategy product, available now to BBH clients, offers global and regional equity portfolio managers a consistent analytical framework for making regional, country and sector based global equity decisions.
06/26/2012
Societe Generale Private Banking has been awarded the title “Best Private Bank in the Middle East” for the second consecutive year by Banker Middle East magazine*, following online votes received from a thousand readers.