04/30/2013
Collins Stewart Wealth Mgmt rebrands as Canaccord
Client-facing, internationally-focused offices – all of which have now also been re-branded as CGWM
Wealth and Asset Management
04/30/2013
Heartwood appoints Intermediary Client Director
He has over 26 years’ experience of working across distribution channels in the retail investment management industry.
04/30/2013
Richardson GMP Expands Private Wealth Management Across the Border
"Offering specialized cross-border advice is essential to ensuring we provide our clients with the right solutions to meet their increasingly complex needs," said Andrew Marsh
04/30/2013
Beacon Asset Management, Announces Client Advisory Group
Michael L. LaVoy announced the creation of an advisory group of clients
04/29/2013
ANZ posts $3 billion six-month profit
The interim dividend of 73 cents per share fully franked is 11% higher than interim 2012.
04/29/2013
Wealth Management Forecast: 150 Firms to Dominate by 2023
Profitable wealth management firms will dominate wealth management
04/29/2013
RBC Global Asset Management Inc. adds three funds to its low-price series for high net worth investors
These series are designed for high-net-worth investors
04/29/2013
Patience with underperforming managers urged: NAB
NAB Private Wealth has warned its clients
04/29/2013
UBS Wealth Management deliveres highest levels of quarterly net new money since 2007
Wealth Management Americas achieved another record profit and strong net new money inflows.
04/29/2013
Swiss private wealth manager positions for Europe M&A revival
For us, it's a boutique-plus strategy
04/29/2013
HB Markets Ltd to be renamed Beaufort Securities
"To continue to meet the needs of our clients, the new combined management team recognise the importance of adapting to fast changing markets and meeting challenges thrown up by the post credit crunch financial landscape."
04/28/2013
China's new wealth moves art markets
China does not only affect South African commodity prices and fast-food habits, it also has an effect on the South African art market.
04/28/2013
Coutts banker detained by US authorities for possible tax evasion
A syndicated article in two Swiss Sunday newspapers says the man is employed by the British private bank Coutts in Geneva and used to work for Switzerland’s leading UBS bank until 2009.
04/28/2013
India’s super-rich club shrinking
India has seen the largest fall in super-rich population in the world.
04/28/2013
Independent Asset Managers Thrive in Crisis
More wealthy individuals, particularly in Asia, have approached the independents for advice free from attachments to corporate affiliations.
04/28/2013
Aberdeen Asset Management finds life is sweet
Investment management group seems to have surprised even itself with how well life is turning out
04/27/2013
SG Cantonalbank says may sell part of Hyposwiss private bank
Cantonal Bank of St. Gallen said it may sell parts of Hyposwiss
04/27/2013
Forbes Recognizes Leading Status of Convergent Wealth Advisors
Convergent ranks number ten in Top 50 Wealth Managers
04/25/2013
KPMG launches Global Centre of Excellence for Family Business
Our collaboration with KPMG helps us further our mission of strengthening families, businesses
04/25/2013
Morgan Stanley's new wealth boss targets growth
Plans to shift to a more "holistic wealth management fee-for-advice" approach.