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).
10/03/2012
Latest research from Phoenix Marketing International profiles the breadth of financial holdings of millionaires in the UK.
10/03/2012
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
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
Increasing wealth in Asia has lifted the fortunes of Citi Private Bank's fledgling North America Asian Clients Group.
10/03/2012
Hargreaves Lansdown has swept aside all opposition in this year’s What Investment Readers’ Awards, netting a hat-trick of titles.
10/03/2012
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
“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
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
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
The name change is subject to regulatory approval.
10/02/2012
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 is the first South Korean bank to implement its own private banking system in mainland China
10/02/2012
The Q3 2012 performance estimates for the ARC Charity Indices have been calculated.
10/02/2012
‘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
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
The question is, which city will it be?