08/20/2012
Leeds-based law firm launches new wealth management business
The law firm has been an ambitious player in the Leeds investment scene, and it has made a number of acquisitions in the past to boost its position.
08/20/2012
They also opted for a high degree of diversification in their portfolio, in which they mostly included short-term products.
08/19/2012
Rise of secret millionaires who never make the rich lists
One of the trivial lessons from the boom is that the so-called rich lists rarely come close to the truth.
08/19/2012
And it's not just billionaires loading up on the yellow metal.
08/19/2012
A wave of consolidation has been widely forecast for Asia’s private banking industry, but whether this is a healthy development for the market remains open to conjecture.
08/19/2012
Its survey of 2,028 people from households with incomes of more than £50,000 found that while 81% would seek financial advice, only one in eight would pay for an ongoing service.
08/19/2012
Their experience with ultra high net worth individuals will be extremely valuable in meeting increasing demand for Rothschild’s services from this client segment in particular
08/16/2012
Openwork, which is 25 per cent owned by Zurich, acquired national IFA 2Plan in July 2011 after announcing the deal in September 2010.
08/16/2012
New Programs provides a risk-free assessment for CPA firms aiming to expand wealth management services
08/16/2012
She worked as head of strategic partnerships and international third party distribution at Barclays, leading a team setting up commercial joint ventures with overseas banks.
08/15/2012
Why don't wealth management firms do more to protect families from financial predators?
08/15/2012
In a statement released on Wednesday, Standard Chartered Bank Singapore's chief executive officer Ray Ferguson said it has been "business as usual" for its operations, though some customers have raised concerns about recent developments sur
08/15/2012
Overall, the NAB statement noted that, on a statutory basis, unaudited net profit attributable to the owners of the company for the June quarter was approximately $1.2bn.
08/15/2012
James Hambro & Partners is merging with another wealth management boutique, ahead of changes due in January as part of the UK's Retail Distribution Review.
08/15/2012
With EuroMillions in the spotlight following the announcement of the latest jackpot winners, speculation grows as to what the winning couple will do with their windfall.
08/15/2012
A decade ago, the questions Annelien Bruins got from clients who wanted help building art collections were about how to find pieces they'd love.
08/15/2012
Included in the squad will be Harlequins and England captain Chris Robshaw and fellow internationals Mike Brown, Ugo Monye, George Robson and Nick Easter.
08/15/2012
In a continued challenging economic environment, St.Galler Kantonalbank achieved a good half year result. This was primarily due to the net interest income and lower operating expenses.
08/15/2012
New data on the wealthy population in the UK produced by Ledbury Research reveals just how volatile the fortunes of the wealthy are in the country.
08/14/2012
That’s the message from Bloomberg, which has spotted a trend in private banking in the region that has led to a weakening of the already limited grip global banks including Credit Suisse and Citigroup have on the Asia’s private wealth.