03/19/2013
Africa: Philanthropy 2.0 - Problem or Solution?
Warren Buffett has pledged to give away the bulk of his fortune to philanthropic causes
Wealth and Asset Management
03/18/2013
netwealth launches national advice group
Each business will retain its own brand and general managers who will report directly to Micallef.
03/18/2013
It's Not Right For Bankers To Be Paid So Much - Credit Suisse CEO
“That’s one of the things that the whole transformation of our business model is getting at,” Dougan said.
03/18/2013
Bank of Queensland wins private banking award
Smart Investor credits BOQ as being "the only bank outside the big four with a serious focus on servicing high-net-worth clients".
03/18/2013
7IM opens up platform to rival DFMs and overhauls charging
7IM head of platform Peter Wyatt said the move was a response to adviser demand.
03/17/2013
Gen X And Gen Y Wealth Stagnates
Younger generations used to be successively wealthier, but no moreYounger generations used to be successively wealthier, but no more
03/17/2013
Saffery Champness: Cultural Gifts Scheme to encourage gifts of art to museums
The new Cultural Gifts Scheme that commences on 1 April is intended to encourage gifts and donations of treasures to the nation.
03/17/2013
Hargreaves Lansdown looks at Schroder UK Alpha Plus place on Wealth 150
The Schroder UK Alpha Plus fund returned 254.4 per cent over the 10 years to 31 January.
03/17/2013
Singapore-based banks under pressure to hire more locals
Singapore, a small island-nation with few natural resources, has historically been welcoming of foreigners who tended to take up lower-paying jobs that were not popular with locals.
03/17/2013
The end of Swiss banking as we know it?
Structural change at Pictet and Lombard Odier to corporate partnerships underlines a new reality for Swiss banks. And about time too, says Scorpio Partnership.
03/17/2013
Raymond James Introduces New Compensation Model
Building on its tradition of providing choice for advisors seeking RIA options, Raymond James announced the introduction of a new compensation model for “RIA hybrids” effective April 1, for financial advisors with at least $100 million in disc
03/14/2013
UBS pays £17m 'golden hello' to the man who broke RBS
iHe is overseeing a radical restructuring of UBS which will see as many as 2000 jobs go as it reduces its investment banking activities.
03/14/2013
Morgan Stanley Gets Green Light on Deal for Wealth-Management Unit
Morgan Stanley may buy the rest of its wealth-management joint venture from Citigroup Inc.
03/14/2013
Hedge fund tycoon collects £1.7m from bet on Trinity Mirror slide
He took a £10m bet against the firm last November, although he told The Independent he "didn't dislike the company".
03/14/2013
U.S. millionaire count reaches 9 million - RESEARCH
The comeback continues for the fourth year, after millionaire households declined to 6.7 million in 2008
03/13/2013
Withers to launch new non-legal consultancy
The consultancy will be run by two acknowledged leaders in the consulting field, Kenneth McCracken and Amelia Renkert-Thomas.
03/13/2013
Bank Wealth Management Income Falls First 9 Months of 2012
Bank holding companies saw a dip in wealth management income in the first three quarters of 2012
03/13/2013
Ermotti is best paid banker at UBS
Ermotti was UBS's highest earner in 2012, pipping Americas head Robert McCann, who was the Swiss bank's top earner in 2011.
03/13/2013
Provident Bank Expands Wealth Management Services
John K. Lynch has been hired as a senior financial consultant
03/13/2013
Adviser Solutions division extends access to Managed Portfolios range
The implementation of the Retail Distribution Review has created a significant upswing in the number of IFAs partnering with DFMs.