09/11/2012
In an environment of falling interest rates, heightened market volatility, increasingly correlated share price movements and relentless inflationary pressure, finding a lower risk investment solution capable of preserving wealth in real terms has proved a
09/11/2012
Williams de Broë has been swallowed up by Investec Wealth and Investment in an acquisition that has boosted IW&I’s assets under management to £20bn, Jonathan Wragg has claimed.
09/10/2012
SEI will work with Ryland Gray and the SERCO trustees to design a strategy that seeks to match their investments to the liabilities of their end-of-service benefit scheme.
09/10/2012
“Even if it’s tough and times are not as good as they have been, people would rather be here in Asia than anywhere else,” he says.
09/10/2012
Arbuthnot Latham is looking to launch an offshore arm as it gears up for growth under the leadership of new chief executive James Fleming.
09/10/2012
J.P. Morgan Private Bank is to sponsor the UK-focused 8th biennial Beacon Awards for Philanthropy, which honor individuals for exceptional work and best standards in the sector.
09/10/2012
Philanthropic giving has been on the rise in Asia over the past few years.
09/10/2012
HSBC has announced the launch of Discretionary Wealth Management services in Middle East and North Africa 'MENA', offering customers access to their own segregated investment portfolios.
09/10/2012
That trend is happening for two reasons: Not only are the rich getting richer, but the middle class is also getting poorer.
09/10/2012
RBC's business segments for financial reporting purposes will be: Investor & Treasury Services; Personal & Commercial Banking; Capital Markets; Wealth Management; and Insurance.
09/10/2012
Bank signals more jobs could go amid plans to cut costs by €4.5bn a year and slash bonuses to senior staff
09/09/2012
Cases such as the official with several expensive timepieces raise questions about corruption and nepotism, experts say
09/09/2012
He led a management buyout of Ashmore from Australia's ANZ bank in 1999, owns 42 per cent of the shares in the firm which specialises in emerging market investment.
09/09/2012
In 2011, fewer than 1% of advisors in the United States received the Premier Advisor designation.
09/09/2012
One of the biggest gainers was Amancio Ortega, who gained $1.3 billion, according to the Bloomberg Billionaires Index.
09/09/2012
He said the decision had been based, in part, on Fitzpatricks' advice approach and the investment management approach via Fitzpatricks subsidiary, Atrium Investment Management.
09/09/2012
Acquisition adds funds for wealth manager Clarion
Clarion, which has 13 staff, has around £100m funds under management.
09/09/2012
The unit falls under the remit of the Wealth Management businessrun by former BNY Mellon head of distribution Paul Feeney.
09/09/2012
Deutsche Bank co-Chief Executive Officers Anshu Jain and Juergen Fitschen, less than four months after taking over from Josef Ackermann, may be preparing the largest revamp at Europe’s biggest bank in eight years.
09/09/2012
JPMorgan Chase & Co. (JPM), the biggest U.S. bank by assets, is considering cutting 2012 bonuses for senior managers including Chief Executive Officer Jamie Dimon, according to the Wall Street Journal.