10/23/2013
RBC Global Asset Management named Canada’s top investment team
In 2013, RBC Global Asset Management was the team with the highest TopGun ranking in the country
10/23/2013
In 2013, RBC Global Asset Management was the team with the highest TopGun ranking in the country
10/23/2013
Independent asset managers may at least triple the funds they oversee in Asia as demand for specialized products rises
10/23/2013
Analysis by Aite Group has pointed to a growing desire by Switzerland based wealth managers to reconnect with US clients
10/22/2013
Berry Asset Management confirmed today that it has signed up for the Asset Risk Consultants‘Suggestus’ service, and become one of a select band of wealth managers to receive the ARC ‘Approved Due Diligence Kitemark’.
10/22/2013
This was among a wide range of findings in the UBS/Campden Wealth Asia-Pacific Family Office Survey 2013
10/22/2013
The Paris-based firm is seeking a distribution partner to help boost its AUM by over a third in Asia, as it prepares to launch a new Luxembourg fund.
10/22/2013
The sale of BSI, which has an estimated book value of 2.3 billion Swiss franc
10/22/2013
Societe Generale thus aims to capitalise on its businesses to provide its Morocco-resident clients with a full range of tailor-made banking services, investment and financial advisory and wealth management know-how."
10/22/2013
Investors across all wealth segments reported higher levels of satisfaction with their advisors
10/22/2013
European bankers could be paid bonuses of up to 250 per cent of their fixed pay under a slight relaxation of tough new pay rules due to come in next year
10/22/2013
Nearly half of Millionaire investors who use a financial advisors report they rely on him or her for the vast majority of their financial needs
10/22/2013
With great wealth comes great confidence in one’s financial literacy
10/22/2013
Results this quarter were lifted by a beneficial tax rate
10/22/2013
The looming extinction of the Asian elephant population seems to be unheard of in the U.S.
10/21/2013
GAM said it has integrated a number of teams at both group level and at Swiss & Global Asset Management
10/21/2013
Newcomer Bellpenny is rolling out new software for its professional advisers and wealth managers to help them conduct lifetime cash flow planning.
10/21/2013
Pershing has urged wealth managers to review their price structures, after research found that fewer than 20% of firms use the cost of providing services as the foundation for determining price.
10/21/2013
There were more than 80 nominees in all, and it was an extraordinary privilege for our committee to winnow the list of deserving nominees down to just a handful of Awards recipients.
10/21/2013
The majority of people under the age of 80 don’t feel old until they lose their independence and their health
10/20/2013
In some countries where commissions have been banned, advisors are struggling to be profitable, while others are simply exiting the business