04/09/2013
National wealth manager to target major acquisitions in five-year asset drive
‘Going into the next calendar year, we will very much be looking at acquisitions – and major acquisitions – in the space because I think economies of scale in the market will become much more important,’ Hall said.
04/08/2013
"It will enable clients to take advantage of Brooks Macdonald’s research-driven approach to delivering strong and consistent risk-adjusted returns.”
04/08/2013
GBAM seeks to develop a network to hold discussions about important business issues faced by boutique managers - strategy, products, markets, clients, etc.
04/08/2013
Most investors remain angry, but negative sentiment is strongest among the richest
04/08/2013
Wealth manager will fund annual fee for higher-value clients and half of the fee for medium-value clients
04/08/2013
Predicted to be the largest offshore private banking market by 2020.
04/07/2013
They are paying these financial advisers as much as 0.25 percent of the assets that their clients put into no-transaction-fee mutual funds.
04/07/2013
Winners will be recognized in Trusts & Estates’ October Charitable Giving Supplement.
04/07/2013
''The government promised that the majority of people would not be impacted, and they've made good on that.''
04/07/2013
Roger's independent wealth management company will focus on serving clients looking for an advisor that will actively manage their assets while personalizing investment strategies.
04/07/2013
Wealth will increase by 25 percent, to $23.5 trillion, Timetric says.
04/07/2013
Chartered financial planner Hannah Foxley is launching a wealth management programme for women after several clients expressed an interest in learning about their relationship with money.
04/07/2013
Swiss lender says bleak economic outlook in Europe is partly behind shift in business focus
04/07/2013
Credit Suisse chairman Urs Rohner is aiming to rebuild public trust in the banking industry, after its image suffered amid the financial crisis
04/07/2013
This is the second acquisition this year; the purchase of Moore Management, which completed in January, expanded the Group’s fund offering and presence into the Far East.
04/04/2013
'Wealth managers need to "quantify" the trust clients are willing to place in them.'
04/04/2013
"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.
04/04/2013
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/04/2013
"We have seen how some CEOs are receiving smaller incentive packages, which goes in line with weaker company performances," Elaine Prior, Citi Research Industry Thematics and ESG analyst said
04/04/2013
'Henley Select offers a unique bundle of services designed for individuals who wish to pay a fee for the financial advice they receive rather than have charges paid to their financial adviser through product related commissions.