11/27/2012
His quest coincides with a rash of deals across the wealth sector, seen by investment bankers as offering them a greater chance of earning advisory fees than deals in the institutional sector, which have proved difficult to pull off this year.
11/27/2012
Chen Zongsheng, deputy secretary general of the Tianjin municipal government, said Rothschild's mainland headquarters will boost the region's innovation capabilities in financial services.
11/27/2012
The confidence that Hong Kong’s aspiring affluent and affluent respondents have in tracking market changes means that they also feel more secure."
11/27/2012
The study, titled "The Futurewealth Report: The Digital World of the Futurewealthy," surveyed 3,477 respondents from across the world with an average $1.9 million in assets.
11/27/2012
International Protector Group has launched a new Family Office service to help HNW families set up effective wealth protection structures.
11/27/2012
Pictet & Cie., Switzerland’s largest closely held bank, said it received net inflows from U.S. customers investing offshore even amid a Department of Justice probe of the Swiss private-banking industry.
11/27/2012
Just one in four wealthy Generation Y-ers believe climate change is one of the most important issues facing society
11/26/2012
We've developed a three-year plan which sees us double in size
11/26/2012
Advisers pick open bonuses
''We are sceptical of short-term measures that are able to be controlled or manipulated by management as they may result in increased risk and not enhanced value for shareholders over the longer term.''
11/26/2012
Swiss private bank inks wealth management deal with ANZ
ANZ Global Wealth and Private Banking CEO Joyce Phillips said: “This MoU is another step in bringing our super regional strategy to life in ANZ Private Bank.
11/26/2012
This follows the FSA’s decision to slap wealth manager Ashcourt Rowan with a £412,000 fine
11/26/2012
Last month, Platform One unveiled a so-called “commission-friendly” service to appeal to non-UK advisers who prefer to continue to use the traditional commission-based remuneration model.
11/26/2012
Half of high net worth investors agree that financial advisers are experts in their field
11/25/2012
State Street Global Advisors Asia is awaiting regulatory approval to set up a joint venture to provide fund management for wealthy Chinese
11/25/2012
Facing the prospect of hefty tax hikes, some wealthy French homeowners are racing to put their properties on the market—which can mean discounts for foreigners on a Provençal estate or Parisian pied-à-terre
11/25/2012
"We're pleased to confirm Citi Private Bank's sponsorship of Art13 London, the first truly global art fair."
11/25/2012
BNP Paribas Wealth Management has long been committed to entrepreneurs, small and medium-sized businesses and their owners, by supporting their company projects and assisting in their personal wealth planning.
11/25/2012
The company said its results were boosted by new client money and a strong investment performance in equities.
11/25/2012
Specialist Advisory Firm Gains FSA Authorisation
The firm has developed an innovative business model ahead of the impact of the Retail Distribution Review
11/25/2012
AXA Wealth has won the prestigious 'Business and the Community Award' at the Basingstoke Inspire Business Awards for its continuous commitment to supporting the local community and local charities.