03/12/2013
Feeney will join the Old Mutual group executive committee from 1 April alongside Ralph Mupita who is chief executive of Old Mutual Emerging Markets and Carlton Hood, group customer director.
03/12/2013
"The Path Towards Business Success and Confidence" The FIBA Wealth Management Forum 2013
03/11/2013
A pick-up in the markets contributed to growth in underlying assets."
03/11/2013
The Midlands represents the last remaining geographical gap for the business, which has recently gained a presence in the Channel Islands after acquiring Spearpoint.
03/11/2013
The move comes just weeks before the Bank of England is set to outline the scale a multi-billion pound capital shortfall for U.K. lenders.
03/11/2013
Almost two-thirds of London bankers think they were underpaid last year and half believe they have been treated unfairly.
03/11/2013
This transaction is expected to result in an exceptional accounting gain of approximately CHF 37 million in EFG International's 2013 financial statements.
03/11/2013
The Coutts Prize aims to recognise outstanding achievement and exemplary practice in family governance, business governance and social responsibility, as well as raise awareness of the economic and social benefits of family businesses, and the challenges
03/11/2013
Such products are not transparent and could create room for illegal operations
03/11/2013
Overall income on assets increased 9% to £36m, corresponding to an improved revenue margin on total assets of 84 basis points, the group said.
03/11/2013
Law firm to launch private wealth service
The team will be headed by Melbourne partners
03/11/2013
Mercer will continue to provide due diligence and ongoing monitoring for all funds that list on CAIS
03/11/2013
"Launching the brand name is our way of paying respect to all of the entrepreneurs who founded the boutique firms of that era," said Piazza.
03/11/2013
While prevailing industry research shows that the overwhelming majority of financial advisors are 50 years or older, most advisors don't have effective plans for the future of their businesses, according to an SEI survey released today.
03/11/2013
Assets under management grew nine percent in 2012, rising from $74.0 million at the end of 2011 for the average advisor to $80.8 million at the end of 2012.
03/11/2013
After a series of talks the investment bank has now whittled down the list of interested suitors to just one.
03/11/2013
‘It is a pure, non-advised execution-only service for clients, and we will not be trading our own book.’
03/11/2013
The Italian wealth manager said last week that it’s reviewing a report by the Bank of Italy into the reserves it set aside for deteriorating credits that are backed by real estate.
03/10/2013
Does Gender Bias Influence the Way Advisors Help Clients?
Men and women often receive different types of advice from financial advisors. Are you guilty of gender bias?
03/10/2013
Winners will be announced at a ceremony taking place on 2nd May 2013 at the Royal Courts of Justice.