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.
04/03/2013
Charity clients to be retained in £50m sale of JO Hambro shares
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
04/03/2013
Many of Asia’s rich don’t fancy paying advisory fees to wealth managers as is the standard practice in Europe
04/03/2013
EFG International nominates two new members for its Board of Directors
04/03/2013
Another strong market is Dubai, considered a safe haven in the troubled Arab world, while European markets are still suffering.
04/03/2013
Among assets, real estate continues to dominate Hong Kong UHNWIs' luxury portfolios
04/02/2013
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
04/01/2013
Some private banks in Singapore have established a set of guidelines aimed at protecting themselves from tax criminals
The PBIG guidelines say that when a private bank takes on a new client, staff should determine whether there are any reasonable grounds for suspecting that the funds are proceeds from serious tax crimes.
04/01/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
04/01/2013
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.