12/09/2013
Percentage of Total Wealth Held By Middle Eastern Billionaires Is Highest In The World
Middle East's 157 Billionaires Dominate Region's UHNW Wealth
Wealth and Asset Management
12/09/2013
London wealth manager opens Kent firm with ethical investment focus
He will advise affluent clients on their finances and investment portfolios, as well as covering accounting, tax and estate planning.
12/09/2013
Bank of Montreal Private Banking Firms Honoured by Global Brands Magazine in Multiple Geographies
The Global Brands Awards are given to identify, acknowledge and reward key players that provide exceptional service and performance across different countries and sectors, including finance, education and technology.
12/09/2013
J.P. Morgan AM to bring suite of bond funds to UK market
The firm is planning to leverage its Luxembourg-domiciled SICAV business either by launching OEIC versions in the UK, or by selling directly to advisers via platforms.
12/09/2013
Bellpenny buys Glasgow-based IFA MGW
MGW is the second Glasgow-based IFA business purchased by Bellpenny, following its acquisition of K M Financial Advisers in August.
12/09/2013
UBS Wealth Management Americas Introduces the UBS Equity Award Value Index TM
UBS has invested nearly $200 million to bring clients cutting-edge technology and industry expertise
12/09/2013
Coming Soon: “Reality” Hedge Fund TV
The show will feature three “lions” or heads of the current hedge fund industry
12/08/2013
Middle East's 157 Billionaires Dominate Region's UHNW Wealth
The Middle East's billionaires – with a combined net worth of US$354 billion – hold a higher percentage of total wealth than in any other region in the world, findings from the Wealth-X and UBS Billionaire Census 2013 show.
12/07/2013
Bob Diamond 'to make banking comeback'
The pair hope to raise $250m from investors, which will be used to buy a stake in an African bank.
12/05/2013
Ex-Barclays team launches Glasgow boutique with SC Davies
The new venture offers direct UK equity and multi-asset mandates to private clients and charities.
12/05/2013
Wealth firm opens up fund range to external investors
Plurimi has opened its asset management business to external investors.
12/04/2013
Standard Chartered warns of fall in operating profit
Wealth Management income is up by a low single digit percentage year on year.
12/04/2013
International law firm expands Asian Wealth Planning Practice
The population of HNWIs in Asia continues to grow as their collective wealth reached USD3.68 million last year, an increase of almost 10% on the previous year.
12/04/2013
St. James's Place retains the 2013/14 Britain’s Most Admired Company Award
We are delighted to receive this prestigious award.
12/04/2013
Credit Suisse sells German private bank business
Credit Suisse has been proactive in evaluating its client service model in Western Europe to ensure that it is ideally aligned to capture opportunities and perform well in the current market.
12/04/2013
McLagan to acquire global wealth market intelligence and research consultancy Scorpio Partnership
McLagan, an Aon Hewitt company, has today announced its intention to acquire Scorpio Partnership, adding Scorpio’s wealth research and consulting insights to McLagan’s wealth management performance and reward advisory.
12/04/2013
RBC reports record earnings in Wealth Management
Record earnings in Wealth Management, up 18%
12/04/2013
Falcon Private Wealth Proves Two Heads Are Better Than One With Fledgling Success
A renaissance of two companies since the financial crisis has led to the birth of Falcon Private Wealth
12/04/2013
StanChart reports theft of 647 private bank clients' statements
Standard Chartered Bank said it has been notified by the police of the theft of 647 of its private bank clients' monthly bank statements.
12/04/2013
Wealth Manager Top 100 star swaps BestInvest for Standard Life
Bestinvest senior fund researcher Mark Lane has left to take up a post with Standard Life Investments.