03/11/2013
Mercer and CAIS Redefine Alternative Investment Advice and Access for Wealth Management
Mercer will continue to provide due diligence and ongoing monitoring for all funds that list on CAIS
Wealth and Asset Management
03/11/2013
Robertson Stephens Launches As A High Net Worth Wealth Management Firm
"Launching the brand name is our way of paying respect to all of the entrepreneurs who founded the boutique firms of that era," said Piazza.
03/11/2013
Majority of Advisors Live for Today, Lack Plans for Tomorrow
While prevailing industry research shows that the overwhelming majority of financial advisors are 50 years or older, most advisors don't have effective plans for the future of their businesses, according to an SEI survey released today.
03/11/2013
Financial Advisors Increase Assets and Revenues in 2012 - RESEARCH
Assets under management grew nine percent in 2012, rising from $74.0 million at the end of 2011 for the average advisor to $80.8 million at the end of 2012.
03/11/2013
Credit Suisse on verge of selling JO Hambro IM
After a series of talks the investment bank has now whittled down the list of interested suitors to just one.
03/11/2013
Arbuthnot launches commodity trading desk
‘It is a pure, non-advised execution-only service for clients, and we will not be trading our own book.’
03/11/2013
UBS seeks to expand private banking in Italy with acquisition
The Italian wealth manager said last week that it’s reviewing a report by the Bank of Italy into the reserves it set aside for deteriorating credits that are backed by real estate.
03/10/2013
Does Gender Bias Influence the Way Advisors Help Clients?
Men and women often receive different types of advice from financial advisors. Are you guilty of gender bias?
03/10/2013
WealthBriefing Awards - Taylor Wessing's Private Client team shortlisted for 'Law Firm of the Year'
Winners will be announced at a ceremony taking place on 2nd May 2013 at the Royal Courts of Justice.
03/10/2013
Swiss Banks Working On Plan To Handle Customer Complaints
Plans to create the arbitration procedure are currently being discussed
03/10/2013
China's Hidden Wealth Estimated At $2.34 Trillion
Today there are probably 4,000 billionaires in the world
03/10/2013
The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors
Study Offers Critical Advice for Addressing a Traditionally Underserved Market Through the Recruiting and Retention of Women in These Roles
03/10/2013
This is how Ireland's super-rich are now investing their billions
"They realise that they need to invest their money in something where it will beat inflation."
03/10/2013
Private clients lacking inflation protection
High-net-worth individuals do not tend to have as big a focus on inflation as investors such as insurers or pension funds, since the latter two types of firms have large known liabilities they have to match assets to.
03/10/2013
HNW investor confidence surges to three-year high
The group reports that 53% of its HNW clients - who each have investable assets of more than £1m
03/08/2013
Convergent Launches Program for RIA Administrative Tasks
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
03/07/2013
Advisor Impact Releases Latest Investor Data, Launches a Formal Client Engagement Index
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
BNP Paribas Targets Asian Super-Rich to Boost Wealth Business
Societe Generale lured a net 1 billion euros
03/07/2013
Van Lanschot to review strategy after major loss
Underlying profit of € 2.0 million in difficult market conditions
03/06/2013
News Announces Wealth Management JV
Eureka Report and Clime Asset Management come together to offer more wealth creation solutions