06/11/2012
The rapidly growing base of high net worth individuals (HNWI) in India is expected to provide attractive investment opportunities for wealth management firms, according a new report from BRICDATA.
06/08/2012
The Swiss Bank Employees Association SBPV says it has set up a hotline to counsel bankers who fear they could be targeted because of their clients' tax evasion.
06/08/2012
Mack inherited an investment bank with the highest cost-income ratio on Wall Street (it actually made a loss of $1bn in 2001), the highest compensation ratio, and a cost base that was effectively 80% fixed through guaranteed bonuses.
06/08/2012
Investors should rethink how they should invest in current volatile markets.
06/07/2012
Wealth can be a double-edged sword according to Wealth Insights research from Barclays
The survey of 2000 high net worth individuals globally looked at a number of issues relating to succession planning including whether wealth leads to family conflict and the question of whether parents around the world trust their children to protect thei
06/07/2012
The link, which feeds daily data from Brooks Macdonald to Moneyinfo, allows clients and advisers to see the holdings and values of any investment under the discretionary management of Brooks Macdonald.
06/07/2012
Genworth supports more than 6,000 financial advisors and manages more than $20 billion in AUM.
06/07/2012
CIBC selling private wealth management operations in HK and SG
CIBC declined to identify the buyer. The deal is set to close by early next year, but is still pending regulatory approval.
06/06/2012
Mr Scardino explained that the personalised and dedicated wealth management offering needed to be considered within the context of BOV’s universal offering, from financial planning to deposits and payments, foreign exchange, stockbroking, custody an
06/06/2012
Liechtenstein-based private bank builds Dubai presence
The private bank seeking to expand its footprint and attract business from rich Middle Eastern clients
06/06/2012
RHJ International confirmed today that its wholly owned subsidiary Kleinwort Benson Group has secured the support of co-investors to finance the acquisition of BHF-Bank.
06/06/2012
Walker Crips poaches investment managers from Ashcourt Rowan
Ashcourt Rowan moves investment management staff from its Savoy Investment Management subsidiary to stockbrokers Walker Crips.
06/06/2012
First Look at 2011 Corporate Giving Finds Funding Returning to Pre-Recession Levels; Unparalleled Survey Reaches $100 Billion in Giving Data
06/06/2012
Despite the fact the voluntary sector is well ahead of the private sector, women are still under-represented at senior levels
06/06/2012
Sprott set buy wealth management firm
The parties are planning to close the transaction in the third quarter of 2012.
06/05/2012
Site for 600,000 financial professionals is new digital home for RegisteredRep.com and TrustsandEstates.com
06/05/2012
Bank of America has announced a new Merrill Lynch Wealth Management advertising campaign.
06/05/2012
Bank of America has announced june 4 it will launch a U.S. Trust television advertisement geared toward high net worth and ultra high net worth individuals and families.
06/05/2012
Strong corporate returns are driving the flow of year-on-year capital within family offices in the Gulf Cooperation Council (GCC) from personal assets to corporate (family business) assets, according to the third annual Invesco Middle East Asset Mana
06/05/2012
These solutions will become available to clients by mid-June this year across the Private Bank's booking centres in London, Geneva, Jersey and Dubai.