01/25/2012
The Swiss bank is considering offering pension schemes for companies operating in the Emirates in a similar fashion to the 401(k) scheme in the US, where both companies and employees invest in a pool of assets overseen by external fund managers.
01/25/2012
The survey of about 1,000 individuals with $250,000 or more in investable assets is conducted every six months, and the full results should be released in February.
01/25/2012
As part of the strategic partnership, which will offer Alexandra & James an array of services, Dynasty Financial Partners will provide the capital to help A&J add advisors to its wealth management firm.
01/25/2012
Birmingham, Ala.-based Chitwood Advisory has $82 million under management. Those funds have been added to Atlanta Capital Group assets under advisement, which now stands at more than $765 million.
01/25/2012
Total client funds at £14.48 billion have demonstrated underlying organic growth over the nine months of the financial year to date despite difficult trading conditions, and remain comparable to March 2011 levels (£14.50 billion).
01/25/2012
Following the sad death of Andrew Dalton in April 2011, Dalton Strategic Partnership has announced that agreement has been reached in principle for the purchase of equity in the firm by the executive partners of DSP from the Dalton Family.
01/25/2012
The alliance is expected to result in substantial benefits for both partners, with LGT Capital Management gaining access to new markets, and QUANTIS Investment Management enhancing its product offering.
01/24/2012
When retail banks got their first taste of the Belgian Financial Services and Markets Authority (FSMA) moratorium last year, the restriction on the distribution of structured products deemed too complex for retail investor’s shook up the market in B
01/24/2012
“While Axa Wealth has experienced unprecedented growth, it has resulted in us being unable, at times, to devote the specialist support that we feel we need to give to different adviser segments.