10/03/2012
Millionaire Spotting – What Sets Them Apart from Other Investors?
Latest research from Phoenix Marketing International profiles the breadth of financial holdings of millionaires in the UK.
Wealth and Asset Management
10/03/2012
Credit Suisse Advances to No 2 Prime Broker Worldwide
Credit Suisse has announce that it is now the second-largest prime broker globally, as recognized in the 2012 Hedge Fund Intelligence survey of assets in prime brokerage.
10/03/2012
netwealth launches global trading on platforms
Independently owned platform provider netwealth has launched an international securities offering that gives access to securities listed on 10 global exchanges to retail investors via its Wrap and Superannuation platforms.
10/03/2012
Business from Ultra Wealthy Asian Clients Grows at Citi
Increasing wealth in Asia has lifted the fortunes of Citi Private Bank's fledgling North America Asian Clients Group.
10/03/2012
Hargreaves Lansdown dominates the What Investment Readers' Awards 2012
Hargreaves Lansdown has swept aside all opposition in this year’s What Investment Readers’ Awards, netting a hat-trick of titles.
10/03/2012
Swiss wealth management boutique to acquire Clariden Leu (Europe)
The purchase price for the transaction will not be disclosed.
10/03/2012
Reading-based wealth management firm gets FSA OK
Mr Ronaldson said: “The initial acquisitions are proof of the strength of our proposition and a testament to the quality of the client-facing process that we have been building since we announced our formation and funding back in May.”
10/03/2012
Lloyds Remains Committed to Swiss Wealth Hub as Assets Decline
“Switzerland is a strategic priority, and it’s somewhere where we are investing,” Galley, who is based in Geneva, told reporters in Nyon, Switzerland today. “We’re not struggling at all.”
10/03/2012
Fiera acquires SG Private Banking subsidiary
The acquisition, which is expected to be immediately accretive to earnings, solidifies Fiera's position as one of Canada's fastest growing investment managers, with assets under management of $55 billion.
10/03/2012
UK Private Bank Joins London Stock Exchange
As a non-direct member firm Arbuthnot Latham will benefit from access to a network of major international financial organisations and listed companies.
10/02/2012
Fairbairn name dropped in Nedbank restructure
The name change is subject to regulatory approval.
10/02/2012
M&A on rise for wealth managers
Mergers and acquisitions in wealth management has maintained pace in the past 21 months with over USD9.42 billion being spent on deals involving HNW client funds.
10/02/2012
Hana Bank aims to tap China's growing private banking market
Hana Bank is the first South Korean bank to implement its own private banking system in mainland China
10/02/2012
ARC Charity Indices - RESEARCH
The Q3 2012 performance estimates for the ARC Charity Indices have been calculated.
10/02/2012
Barclays restructures its wealth management team
‘This ties into the firm’s ambition to integrate its core efficiencies and harness all resources across the business for the benefit of our clients,’ a Barclays spokesperson said in an accompanying statement.
10/02/2012
Wealthy to increase or continue charitable donations
The nationwide survey was conducted by mail from April to August. It is based on responses from 700 U.S. households with a net worth of more than $1 million, excluding the value of their home, and/or annual income of more than $200,000.
10/01/2012
Asia's financial centres compete for wealth management supremacy
The question is, which city will it be?
10/01/2012
Investec Wealth raises new client fees after de Broë integration
Investec Wealth & Investment’s has unified its rate card following its integration with Williams de Broë, in a move which will see charges raised for new private clients.
10/01/2012
Smith eyes global ANZ wealth division
“Simpler super is almost perfect for bank distribution.”
10/01/2012
Canaccord Completes Acquisition
Canaccord Financial has announced that its acquisition of Eden Financial's wealth management business completed today, following the approval by the UK's Financial Services Authority.