03/27/2013
The Credit Suisse Private Banking Global Research team has published a Megatrends Framework, which asserts that the analysis of megatrends, major economic, social and political forces, enables successful investments into growing markets.
03/27/2013
Aquiline and Genstar will bring their operational expertise and industry experience to help GFWM and Altegris increase their scale and capabilities.
03/27/2013
They will continue to service all existing clients.
03/27/2013
Utilico Investments' 45%-held Bermuda National has agreed to acquire JOHIM CS, the holding company of JO Hambro Investment Management and its affiliates from Credit Suisse.
03/26/2013
Funds increase at Wealth management group
A 2011 operating loss of £1m was turned into a profit of £90,000, underpinned by a £2m rise in revenue to £25m
03/26/2013
The amount of money managed by Liontrust Asset Management almost doubled over the past year
03/26/2013
Nerine was the first independent trust company to open an office in India
03/26/2013
Profitability at UBS’s wealth management unit, which oversees assets of 821 billion francs ($865.6 billion) outside of the Americas, is under pressure as clients prefer to hold cash rather than invest the money.
03/26/2013
Wealth management products are a form of high-interest deposit that banks and other financial institutions offer to clients, using the proceeds for various kinds of lending and investment.
03/25/2013
Ready to take on more risk.
03/25/2013
The Swiss bank had been seeking a buyer for JO Hambro Investment Management for most of last year.
03/25/2013
To focuses on companies with high and sustainable returns on equity and strong free cash flows
03/25/2013
Assets under administration up 11% to in excess of €23 billion
03/24/2013
What's dumber than JPMorgan Chase losing $6 billion in credit derivatives
03/24/2013
A global asset management survey recently conducted by Linedata found that 30% of asset managers consider system consolidation to be a top IT priority.
03/24/2013
The boards of Schroders and Cazenove Capital Holdings have announced that they have reached agreement on the terms of the recommended acquisition by Schroders of the entire issued and to be issued share capital of Cazenove Capital.
03/24/2013
Net new business inflows of GBP3.5 billion in the two month period under review
03/24/2013
In August last year the FSA said it was continuing to interact with wealth management firms and would commence further thematic work.
03/21/2013
How Investors Describe Themselves is Often At Odds with Actual Investments
03/21/2013
However, more than half want to have the final say on whether they commit to an investment or not