03/08/2012
New report from VRL shows that Asia is now second only to North America in the number of High Net Worth Individuals, and rising by a conservative ten percent year on year.
03/08/2012
RBC today joined Catalyst in making a public challenge to corporate Canada to increase their recognition of successful women by naming more of them as directors to their boards.
03/08/2012
In full year earnings for 2011 released on Thursday, Schroders said total net inflows were 3.2 billion pounds ($5 billion) with a 6.8 billion pounds net gain in institutional money outpacing a net outflow of 3.8 billion pounds of retail client money.
03/08/2012
Tops Forbes Global Count Billionaire Count by Double
03/08/2012
Stockbroker buys Bloxham's private client arm
The business comprises assets under management of €540 million
03/07/2012
SEAMARK is the institutional and high net worth operating subsidiary of Matrix Asset Management Inc., a diversified Canadian asset management company.
03/07/2012
JPMorgan Chase launched its Chase Private Client service in Washington on Friday, starting in seven branches and aiming for 40 by the end of the year.
03/07/2012
Key actions included finding new ways of connecting with the next generation, including the increasing importance of digital communications and social media.
03/07/2012
The fund will start trading with about $50 million mainly from Asian family offices and high networth individuals
03/06/2012
This extension represents a further two year commitment to the event, enabling Aberdeen Asset Management to build upon the solid foundations already established with CWL and guarantee a stable financial footing for the regatta for the next four years. So
03/06/2012
The involvement of a mental health professional isn't about providing traditional therapy. It is more about helping those involved to communicate. Because wealth, particularly sudden wealth, can create anxiety and confusion.
03/06/2012
Ambrose is a Certified Financial Planner(TM) and holds an MBA from Bowling Green State University and a Bachelor of Arts in economics from the University of Pittsburgh.
03/06/2012
Clients under 55 years of age are less satisfied with their wealth manager than older clients, and men are less satisfied with their wealth manager than women clients.
03/06/2012
Multinational families increasingly are turning to high-end estate and tax planners to reduce tax bills when they shift money to children living in the U.S., whether or not their kids are U.S. citizens.
03/05/2012
Mackenzie is one of the first senior figures to depart the Edinburgh office following Investec’s £233 million acquisition of parent company Evolution.
03/05/2012
But Gee says investors should be seeking out steady, long-term growth holdings for their portfolios instead, such as UK and global growth funds.
03/05/2012
The initial public offering also provided a window into the burgeoning wealth in the region and the dynamics — and concerns — that many wealthy Asian families face as they contemplate succession plans and the challenges of passing their wealth
03/05/2012
Factors such as assets under management, profitability, ratio of clients to relationship managers, and services offered, among other features, are all considered in developing the ranking of top private banks.
03/05/2012
The bank does not disclose what percentage of these assets are owned by customers in the Middle East.
03/05/2012
The financial services industry in tax havens could suffer immensely if the proposed crackdown is carried out, according to a study from RMIT University.