03/31/2013
The tax would apply only to investments not held in Isa or pension accounts and would involve average payments of just £10, suggesting it posed more of an administrative headache than a financial loss.
03/31/2013
Small-time investors seek safer places amid financial turmoil on island
03/28/2013
The disclosure was made by the lender’s Vice President Zhang Qiang at the news briefing on Friday.
03/28/2013
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.
03/28/2013
The bank's customer base currently stands at 750,000, of which 10 per cent are in the wealth management segment.
03/28/2013
We adhere to leading academic research which identifies asset allocation as the key determinant in investment performance.
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