07/12/2012
National Financial Partners Corp. NFP +0.36% , a leading provider of benefits, insurance and wealth management services, today announced that it has acquired Fusion Advisor Network ("Fusion"), a leading provider of practice management and busin
07/12/2012
The disaster that has emanated from JPMorgan’s chief investment office continues to grow.
07/11/2012
The combined wealth of the UHNW populations in France, Italy and Germany exceeds US$ 2.9 trillion.
07/11/2012
The findings come at a time when tax cuts for the rich, Mitt Romney's wealth and Occupy Wall Street have all been hot topics in the 2012 campaign cycle.
07/11/2012
The poaching war between Commonwealth Bank of Australia Ltd-backed Count Financial and Westpac Banking Group Ltd's BT Financial has taken another turn
07/11/2012
Or is it another legend of the infinite Indian wealth that we believe are lying in the Swiss banks?
07/11/2012
Westpac claims the highest wealth cross-sell among the big banks
07/11/2012
THREE financial experts who were made redundant last year have joined forces to provide a wide range of wealth management services.
07/11/2012
Another wealth manager joins forces with Cofunds
Cofunds will also provide a fully integrated automation solution for funds servicing
07/10/2012
Diamond was one of the world's highest paid bankers, earning a package worth £17.7 million last year.
07/10/2012
The emails clearly reveal that those concerned knew they were transgressing.
07/10/2012
Through the platform clients will also be able to access Ashcourt Rowan’s research and best advice lists under a scaled pricing model.
07/10/2012
The Guernsey Finance seminar, titled The Foundations Alternative, takes place from 4pm on Tuesday 18 September in the Stevenson Theatre at the British Museum, Great Russell Street. It will be followed by a drinks reception at 6pm.
07/09/2012
While an overwhelming majority of those polled said their spouse/partner is comfortable with how financial decisions are made, 1 in 5 said that they feel their spouse/partner is stressed by their lead or participation in the process, with several notable
07/09/2012
They’re available across 31 funds, including RBC Funds, PH&N Funds, BlueBay Funds and RBC Corporate Class Funds.
07/09/2012
JPM UK Adviser will offer a range of products and services to help advisers looking to outsource their investment solutions.
07/09/2012
Kielholz, now chairman of Swiss Re, was chairman of Credit Suisse when Dougan took over as CEO in 2007 and has continued as a board member since stepping down from the post in 2009.
07/09/2012
Asian private bankers’ compensation will level off as firms begin to recognize that the costs don’t “make economic sense,” according to Citigroup Inc. the second-largest private bank by assets in the region.
07/09/2012
The Awards are designed to recognise the top family businesses and leaders in Europe and to highlight the essential role family businesses play in contributing to employment and economic growth in the region.
07/09/2012
Burgan Bank 's success was announced at the World Finance Banking Awards 2012, where winners were chosen through a subscribers-based voting process.