09/27/2012
Merrill Lynch Wealth Management has released findings from its Merrill Lynch Affluent Insights Survey, a report examining the values, financial priorities and concerns of affluent Americans.
09/27/2012
Barclays new vault opens for gold
09/27/2012
“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”
09/27/2012
"The opportunities for fundraising professionals are immense."
09/27/2012
The acquisition is European Wealth’s third in the two years since it launched.
09/27/2012
HSBC Global Asset Management has made a foray into wealth management in the Middle East and North Africa (MENA) region.
09/26/2012
To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign
09/26/2012
"There’s an overall higher level of pessimism than average."
09/26/2012
Panmure Gordon is expanding into wealth management as part of efforts by its new leadership to diversify the business, as the UK broker swung to a profit in the first half of this year.
09/26/2012
UK wealth managers are bolstering their investment advice services in preparation for next year’s retail distribution review, which changes the fee structure for financial advisers.
09/26/2012
New head of Catella’s wealth management announced
The integration of the two sets of operations in Catella Bank will strengthen the range of services offered to clients, with both superior management services and borrowing and lending arranged by the bank.
09/26/2012
Best Practice has also taken on board Arch Financial Planning, a firm with eight advisers and around £90m assets under advice.
09/25/2012
“The city-state has an open door immigration policy to attract foreign talent, which is an invaluable asset to a competitive economy. That's why Singapore has, amid a war for talent, made concerted efforts in courting and retaining foreign tale
09/25/2012
Sir Andrew Crockett, who has died aged 69, was the only Briton to have held the post of general manager of the Bank for International Settlements, the Basle-based institution which fosters co-operation between the world’s central banks.
09/25/2012
A source familiar with the situation said the merger of Merchant Securities with discretionary fund managers Principal would lead to Sanlam targeting high-end clients with more than £500,000 to invest.
09/25/2012
The streamlining comes as Credit Suisse is already cutting 3,500 jobs across the bank and in July announced plans to bolster its capital base by 15.3 billion Swiss francs.
09/25/2012
It has over 270 employees worldwide with offices across Europe and in Hong Kong and Singapore and had a net profit of 10.4 million Swiss francs ($11.11 million) in the first half of 2012, up from 4.1 million a year ago.
09/25/2012
AMPS is offered with a clean annual management fee with no hidden charges or commissions.
09/25/2012
The chief executive concluded by suggesting that Liontrust sees the changes as an opportunity as it continues to focus on its clients’ needs over the long term through its defined investment process.
09/25/2012
Seeyond's offering is marketed by Natixis Global Asset Management's global distribution platform and is intended for all types of investors, both professional and non-professional: institutional investors, companies, multi-managers, private bank