04/16/2013
Hargreaves Lansdown does not expect any surprises from the second instalment of the retail distribution review (RDR) after a record breaking performance for the firm in the first quarter.
04/16/2013
Wealth Manager conducted the survey during the week leading up to Easter as the Dow continued to set new record daily highs and the S&P 500 broke through its nominal pre-crash high.
04/15/2013
Wealth management services provider to sell itself for about $1.01B
The New York firm is led by Jessica Bibliowicz, the daughter of former Citigroup CEO Sandy Weill.
04/15/2013
He will replace Rupert Hengster, who headed the group’s German base since the launch of the asset management arm in the country in 2010.
04/15/2013
Wealth management firms want advisors to spend more time with clients
04/15/2013
Our customers' needs as a family are the main focus of our wealth management services
04/15/2013
Webster Bank’s push to expand its wealth management business is making a difference in the bank’s financial performance
04/15/2013
“This aims to put an end to the excessive risk culture which led to taxpayer bail-outs and bank collapses.”
04/14/2013
Rich, sick and idle – misconceptions of the wealthy
Ledbury surveyed 500 UK-based high net worth individuals with at least £500,000 (€588,000) in liquid assets.
04/14/2013
‘We are pleased to have partnered with Darwin as their EFF has proven to be an efficient and successful capital raising product.’
04/14/2013
Total invested assets amounted to 1.6 trillion Swiss francs worldwide last year.
04/14/2013
The appointment of the experts comes as the company moves to consolidate its position in Australia's emerging market for Islamic-compliant financial products.
04/14/2013
Goldman Sachs chief Lloyd Blankfein saw his pay almost double to $21m (£13.67m) last year, making him the world's best paid banker
04/14/2013
Now is a "dangerous time for Switzerland (but) unlike Luxembourg, Switzerland is not part of the EU
04/14/2013
2012 saw a 3.4% increase in UK wealth management client satisfaction as measured by the MDRC index.
04/14/2013
Listed wealth management companies offer investors the opportunity to benefit from rising markets
04/14/2013
It’s a market we’ve been investigating for nine months and a “global money fund”
04/14/2013
Revenues of $20.5 Billion
04/11/2013
Rivals UBS and Credit Suisse face shareholders in coming weeks
04/11/2013
CIBC to buy wealth firm for $210 million
The firm provides integrated wealth management solutions for high-net-worth individuals, families, foundations and endowments through a team of 235 relationship management, investment management, wealth strategies and support professionals.