02/05/2013
Survey shows where wealth managers are most bullish
Reveals that investors are increasingly moving away from taking a regional approach to emerging markets.
02/05/2013
Atlantic Trust attributes its long-standing success to strong client retention and a steady inflow of assets from existing and new client relationships.
02/05/2013
Clients can customize comparisons at the plan level or for different investment programs and accounts.
02/05/2013
Younger Advisors Less Satisfied with Independent Track - RESEARCH
02/05/2013
“Handelsbanken is steadily growing and maturing in the UK, particularly amongst customers with high requirements for qualified asset management. This acquisition makes it possible for us to widen our offering to current and future customers,”
02/05/2013
Operating profit GBP92.1 million
02/05/2013
As the local UAE economy grows and job opportunities increase as compared to other markets in the world
02/05/2013
Sanlam UK has sold its 21.6 per cent stake in actuarial consultants Punter Southall Group
02/05/2013
Executives in asset management will get an average increase of 6% in salary and bonuses
02/05/2013
Barclays Continues to Expand its Wealth and Investment Management Presence in the U.S. With the Opening of its Beverly Hills Office
02/04/2013
“We share the same values and ethics.”
02/04/2013
The firm’s unit that caters to individuals and families with more than $5 million, put client money in a partnership that bought more than 5,000 single family homes to rent.
02/04/2013
The Spectrem study adds to a growing field of research on wealth and happiness.
02/04/2013
Vistra Acquires Althea
Vistra now employs over 60 staff across its Geneva, Zurich and Zug offices.
02/04/2013
Wealth management businesses’ full-year net new money up CHF 11.3 billion to CHF 46.9 billion
02/04/2013
The tender offer period relating to euro and Italian lira denominated securities will end on 19 February 2013.
02/04/2013
Wells Fargo & Co., the U.S. bank that counts billionaire Warren Buffett’s company as its largest shareholder, is targeting Persian Gulf sovereign-wealth funds as it seeks to expand its client base in the Middle East.
02/04/2013
The tax was removed by the governing coalition in 2007
02/04/2013
Both Pictet and Lombard Odier have announced they are to change their legal structures to corporate partnerships or "société en commandite par actions de droit suisse".
02/03/2013
NEWLY merged fund management firm Quilter Cheviot is searching for larger office space in Liverpool