10/07/2012
Life’s Luxuries Cost a Packet for Wealthy Asians
The bank also published a lifestyle index based on a ‘basket’ of 20 luxury brands for sale in Hong Kong, Shanghai, Singapore, and Mumbai.
10/07/2012
EFG Financial Products announces initial public offering
Listing and commencement of trading is expected on 19 October 2012.
10/07/2012
Julius Baer gives details on rights issue
Julius Baer announced the acquisition of Merrill Lynch's overseas wealth management business in August as it seeks to expand in fast-growing emerging markets.
10/07/2012
Smith & Williamson: Approaching the promised brand
Since the middle of 2009 it has been focused on better name recognition in the outside world, starting with the wealth management community.
10/07/2012
Rathbones buys stake in HNW advice network
The stakes in the groups have been purchased from the founders of Vision and Castle, Roger Edwards and Paul Sweaton, and their spouses (the founders).
10/07/2012
Associations launch wealth management charter of quality in Luxembourg
In an environment where regulation and compliance for the wealth management industry are playing an increasingly important role in client relationships, the Charter of Quality sets out in a single document the overall guiding principles of the private we
10/07/2012
Head of private wealth management at Deutsche Bank says it plans to double client AUM in three years
10/07/2012
The auction aims to raise funds in support of “Seeing is Believing”, Standard Chartered’s global initiative that helps tackle avoidable blindness.
10/07/2012
‘We already have a great team at Ashcourt Rowan and we want them, and those that choose to join us in future, to be as closely aligned as possible to what we are looking to achieve. I believe the plan we are putting forward will do just that.&r
10/07/2012
The consultancy, which advises Remuneration Committees on Executive Pay issues, has identified it as the single biggest executive remuneration trend in 2012.
10/07/2012
Advisers in the Paradigm Partners network who choose to become restricted after the retail distribution review
10/07/2012
The change to a LLP, which is subject to regulatory approval, is expected to be completed by the start of next year, with around 25% of staff becoming partners under the new structure.
10/04/2012
Standard Life group has announced a five-year platform distribution deal with RBS.
10/04/2012
Some veteran advisers say they feel less tied to their firms after they were swallowed up by big banks and other Wall Street nameplates.
10/04/2012
‘We have already taken on a fair number of clients and expect to be cashflow neutral or positive by January,’ Keen said.
10/04/2012
According to the partnership, the two institutions will publish reports on the performance of real estate funds domiciled in Italy.
10/04/2012
The comments from Mr Gorman comes on the eve of third-quarter results from Wall Street which are expected to underline the pressures revenues at banks remain under.
10/04/2012
NFP Advisor Services Group has published the results of a study identifying the benefits of multidiscipline practices (MDP) to clients and advisors, and exploring the unique obstacles that these practices must overcome to achieve success.
10/03/2012
Citi’s OpenWealth delivers a full suite of wealth management investment services solutions.
10/03/2012
Sales results information is based on preliminary data from the Investment Funds Institute of Canada (IFIC).