01/13/2012
RIAs and family office advisors who download it from Apple’s App Store can customize their preferences to view clients’ accounts and orders, access stock quotes and analysis and view and filter alerts before or during client visits on their iP
01/13/2012
There are many events that could surprise investors in the year ahead. Here, we present our top five possible positive and negative surprises for the global economy.
01/13/2012
Gold will soar to $2,000 (£1,300) an ounce this year, according to industry insiders.
01/13/2012
Chief Executive Jamie Dimon said the largest U.S. bank by assets was seeing signs of improvement in loan demand and credit quality as the economy recovers.
01/12/2012
No jobs will be lost in the move. The Sabadell Bank & Trust division in Miami is led by Orlando Roche, who previously managed the Miami office for Palm Beach-based Lydian.
01/12/2012
Temasek Holdings Pte, Singapore’s state-owned investment company, is the bank’s biggest shareholder with a 27 percent stake, according to data compiled by Bloomberg.
01/12/2012
WH Ireland is looking to market itself regionally as the firm continues to try and turn its fortunes around.
01/11/2012
Figures from research company Wealth-X show Perth is currently home to the fourth-highest concentration of ultra-wealthy in Australia, behind Sydney, Melbourne and Brisbane.
01/11/2012
In a pre-close statement issued to the stock exchange this morning (10 January), Arbuthnot bosses said overall 2011 had been a successful year for the banking group.
01/11/2012
Total funds under management at the end of 2011 stood at £15.8bn, up 1.4 per cent over the year.
01/11/2012
The total value of completed deals in the EMEA region hit $101.4bn (£65.5m), down 40.4 per cent on 2010, Thomson Reuters data shows.
01/11/2012
Arbuthnot announced plans in July for a JV through Secure Trust Bank (STB), its listed subsidiary in which it retains a 75 per cent stake, as well as an unnamed partner.
01/11/2012
The move marks the firm's second expansion in New York, and signals its emergence as a significant force in the country's largest and wealthiest city. In May 2011, Fieldpoint Private announced its acquisition of Analytic Asset Management, a Manh
01/11/2012
The new release features enhanced business process management workflows, wealth monitoring and management dashboards, and complete integration to the FDx Connect model exchange hub for seamless access to research and third-party money managers.
01/11/2012
Envestnet's Liquid Alternatives Program is designed to help advisors identify high-performing liquid alternative strategies, including exchange-traded funds (ETFs), while providing guidance in utilizing these portfolios.
01/11/2012
The Geneva-based bank aims to increase client assets at its Singapore office to 1 billion francs from 400 million francs, the Swiss newspaper reported.
01/11/2012
Brooks Macdonald has become the new lead sponsor of Middlesex County Cricket Club for the next three years.
01/11/2012
Scotland's first minister Alex Salmond has unveiled Barclays Wealth's new Edinburgh office as the firm continues on its pursuit to become one of the five biggest private banks in the world by 2015.
01/11/2012
The combined businesses of Raymond James and Morgan Keegan will create one of the country’s largest full-service wealth management and investment banking firms not headquartered on Wall Street.
01/10/2012
Paulson was forced to apologise to his investors in November for his worst performance in 17 years.