11/25/2015
And across wealthy families, with Withers, we’ve found the secret to a successful transfer of wealth in families is to develop emotional and practical connections between the generations, particularly the more recent ones, to the original source of
11/25/2015
Building A Strong Singaporean Core For Wealth Management
Wealth Management Institute and Singapore Management University announce significant enhancements to Master of Science in Wealth Management programme
11/25/2015
Luxembourg Goes in for an Image Makeover
Luxembourg, the country once known as the European “Death Star” of financial secrecy, is looking to improve its image.
11/25/2015
Wealth management: big data, better relationships
Technology has given wealth managers the ability to collect more data than ever before.
11/25/2015
Global private banking: Head to head with America
GS, MS and JPM have all arrived on the global map. Are the traditional private banks ready for the challenge?
11/25/2015
Infrastructure investment in Africa is a significant growth area and this acquisition would give Old Mutual full ownership of one of Africa’s leading infrastructure investment managers.
11/24/2015
The Funds, while not money market funds, are meant to serve our corporate clients and financial intermediaries’ evolving needs in light of the SEC’s Money Market Reform, which goes into effect October 2016.
11/24/2015
A new finance centre in Jersey will give the taxpayer value for money, the treasury minister has said, following a second protest against the plans.
11/24/2015
The Cautious and Balanced funds would merge into the City Financial Multi Asset Balanced vehicle, while the Global Thematic fund would merge into the City Financial Multi Asset Dynamic fund.
11/24/2015
Aberdeen Asset Management, one of the largest listed fund groups in Europe and a top 10 shareholder in HSBC, said it would continue to back the bank if it uprooted and moved to Hong Kong.
11/24/2015
JeanLouis Nakamura, Asia Pacific chief investment officer at Swiss private bank Lombard Odier, admitted there was a natural bias towards using inhouse managers for DPM.
11/24/2015
J. Safra Sarasin acts as consolidator in the private banking market.
11/24/2015
Israel Discount Bank sells Swiss operations
The sale of Discount Bank's business in Switzerland is a result of its strategic plan of concentrating its international business in the US.
11/24/2015
New World Wealth says that one in every 35 people in London – which is the equivalent to 395,600 people – own assets worth more than £1m.
11/24/2015
At present, the panel is made up of 21 discretionary fund managers, giving advisers a range of partners to choose from.
11/23/2015
Axa has brought in advisors to help it sell off some of its UK businesses, including parts of their wealth management division, the Sunday Times reported today.
11/23/2015
Cash allocations fell to their lowest level since 2008, the high-net-worth investing club reported
11/23/2015
Move echoes Swiss central bank's negative interest rates
11/23/2015
European Wealth swoops on Manchester private client firm
The wealth manager said the deal will add a further GBP30.0 million in assets to its Manchester office.
11/23/2015
The pair already run the firm's multi-asset global funds, which were launched in 2007, as well as its discretionary management service.