06/25/2012
The Institute for Private Investors has released the results of an investment tracking survey that says commodities, real estate and private equity are the top investment choices among ultra high net worth families in 2012.
06/25/2012
Today’s announcement marks AFH’s eighth acquisition since the company’s flotation in June last year.
06/25/2012
Investor appetite is geared toward a more dynamic approach to managing volatility and asset allocation, according to an annual
06/24/2012
NEW front in the war for wealthy investors in Scotland has opened up
The former chief investment officer of Adam & Co, a division of part-nationalised Royal Bank of Scotland, has spearheaded the “softly-softly” business launch
06/24/2012
Trust unit wields the axe
Executive dismissals, nonessential-travel ban part of efficiency effort
06/24/2012
New India CEO to focus on mass affluent retail segment
The 19 per cent growth in profitability compared to the previous year was aided by reduction in losses of retail and wealth management operations and higher earnings of the commercial banking business.
06/24/2012
Swiss wealth manager remains Asia’s wealth advisory leader - study
The bank continues to be regarded as Asia’s leading private bank by the region’s wealthiest individuals.
06/24/2012
The central bank's stance and a three-notch downgrade of Credit Suisse's long-term debt by ratings agency Moody's on Thursday has increased pressure on Dougan.
06/24/2012
Swiss private bank eyes Asia and Latam
But he said they were still in the middle of talks and that the outcome was "at this stage completely open".
06/24/2012
Australia currently sits third in terms of giving as a proportion of GDP, behind the US and the UK.
06/24/2012
The names Australian wealth watchers need to know are Robin Li, Mukesh Ambani and Wee Cho Yaw.
06/24/2012
Walker Crips Group has disposed of its entire holding of Liontrust shares in order to pay investors a special dividend.
06/24/2012
Liechtenstein banks should focus on asset management and attracting inflows from wealthy Asian clients to rebuild their business,
06/24/2012
StanChart Forays Into Islamic Private Banking
With the fast development of this industry, Muslim High Net Worth Individuals (HNWIs) are increasingly expecting Shariah compliance in managing their wealth, making Islamic wealth management solutions a key market need.
06/23/2012
Julius Baer is interested in the acquisition because of the unit’s strong presence in Asia and Latin America, Collardi said, according to the newspaper.
06/21/2012
Covenant deconstructs family office model, brings institutional management and boutique services to high net worth clientele
06/21/2012
The United Arab Emirates’ second-biggest bank’s Geneva- based unit oversees about 2 billion francs after it started in 2007 to provide wealth-management services for international clients with at least 10 million francs of investable assets, T
06/21/2012
The banks sought to quell speculation of a rift after Sarasin's two independent board members said on Tuesday they would resign as soon as Safra's acquisition was completed.
06/21/2012
This is particularly evident in the UK and other similar jurisdictions which host a significant number of financial services firms, many of them private banks and wealth managers serving retail, affluent and high net worth individuals.
06/21/2012
Each high-net-worth individual has a unique situation and goals related to their wealth, and therefore a specific set of needs.