05/21/2013
Family offices to benefit from wealth management growth
Wealth management continues to perform well globally
Wealth and Asset Management
05/21/2013
Rothschild credit fund soft-closes after solid family office inflows
The fund is also looking at acquiring existing loans in the secondary market
05/21/2013
BNY Mellon Plans to Increase its Wealth Management Sales Force by 50%
As many as 100 new positions are planned as part of a major growth strategy
05/21/2013
Aberdeen completes $179.9m acquisition of Artio
As at 17 May 2013, Artio managed assets of $10.6 billion (£7.0 billion).
05/21/2013
FF&P Completes Successful Exit for Investors
We are delighted with the outcome for our clients against the backdrop of an extremely difficult global market over the last few years
05/21/2013
Iveagh's Wyllie increases commercial property exposure
Iveagh’s Chris Wyllie likes bricks and mortar
05/21/2013
RBS bankers receive £2.7m in shares as bonus
Four top bankers share bonus pot,
05/20/2013
LGBT wealth management market worth $3trn
His comments, and the wider debate around gay marriage, highlight the need for advisers with specific skills in understanding the financial and legal needs of same sex couples.
05/20/2013
Former Citigroup Boss Vikram Pandit To Set Up New Indian Bank
Banker Vikram Pandit has made his first big move since stepping down suddenly as Citigroup ’s chief executive
05/20/2013
CIBC Targets Central Canada to Expand Private-Wealth Business
The country’s fifth-biggest bank, plans to expand its private-wealth business, focusing on Central Canada and the Atlantic provinces.
05/20/2013
National Australia Bank introduces new private wealth brand in Asia
The introduction of the NAB Private Wealth brand in Asia is aimed at aligning the bank’s brand image
05/20/2013
Dart Capital eyes adviser acquisition opportunities
They may now need the infrastructure that a business like ours can provide
05/20/2013
Supercomputer joins ANZ’s wealth team
This means it can work as a virtual customer services assistant
05/20/2013
New Survey Shows Many Nonprofits Lack Key Investment Policy Guidelines
Lapses Put Institutions at Undue Risk and May Weaken ROI
05/20/2013
Northern Trust Launches MarketScape Video Series
Northern Trust has launched a weekly video series
05/20/2013
CWB finalizes its investment in McLean & Partners Wealth Management Ltd.
Canadian Western Bank announced it has closed its previously announced investment
05/20/2013
Canaccord Financial Q4 Profit Tops View
We integrated the largest acquisition in the firm's history
05/20/2013
HNW Investors Refocus on Growth but Overlook Family, Health and Retirement Risks
Long-term Care Costs and Financial Support for Extended Family Are Unseen Risks to Wealth
05/20/2013
Future Foundation report on The Wealth Siren
The mega-rich, gods of global consumer culture
05/19/2013
Fund managers fear for EU bonus cap
A group of fund managers has warned that pending European Union bankers bonus cap rules could damage a significant part of London’s financial services sector.