01/29/2013
How 7IM plans to beat its rivals in the private banking space
In May of last year it announced that it would start taking deposits and offering clients loans through its platform.
01/29/2013
Philanthropy Changes as Rising Generation of Donors Emerges
Gen Xers and millennials focus on values, engagement and impact
01/29/2013
HNW investors feel their financial situation is improving
What does it take to feel optimistic these days? At least $5 million,
01/29/2013
This increase is the result of net inflows of funds from private and institutional clients, sound asset management performances and several acquisitions.
01/29/2013
Edmond de Rothschild Investment Partners is celebrating its 10th anniversary with plans to raise 500 million euros ($676.7 million) over the next 4 years and to increase assets under management to 1.3 billion euros.
01/28/2013
7IM reckons it can do better and more cheaply
01/28/2013
Wealth managers are under pressure to rev up their profits. Over the past several years revenues have been sluggish, margins tighter, and costs - particularly those involving regulatory compliance - higher.
01/28/2013
There are high hopes for an Australian immigration scheme dubbed the 888 visa, which has been set up to offer temporary residency to wealthy Chinese who invest in a range of products.
01/28/2013
Australia's security regulator on Tuesday reprimanded the private wealth division of Macquarie Group Ltd. (MQG.AU), saying it found "serious compliance deficiencies" in its conduct over several years.
01/28/2013
His departure from the bailed-out bank has been the topic of speculation for many weeks ahead of a fine
01/28/2013
The firm, run by former Wealth Manager cover stars Jeremy Arthur and Ian Brady, Invesco Perpetual’s ex-head of fund of funds, is planning to target international clients through the new business to be led by Shah. He joins from Christchurch Investm
01/28/2013
Top executives of companies that received taxpayer bailouts during the financial crisis
01/28/2013
J. Safra Sarasin Holding Ltd, Bank Sarasin & Co. Ltd and Bank J. Safra (Switzerland) Ltd today announced that their respective Boards of Directors have approved the merger of the two banks, and that Bank J. Safra Sarasin Ltd will be the new name of th
01/27/2013
Michele Ferrero, owner of renowned chocolate maker Ferrero, is the wealthiest Italian, according to research published by data and information consultancy Wealth-X.
01/27/2013
Rising revenue from wealth management services helped drive Bryn Mawr Bank Corp. to record earnings in 2012, the Pennsylvania-based community bank announced Thursday.
01/27/2013
Lack of transparency about the size of the sector, where the money is invested, and who takes the hit if investments go sour, has fueled concerns about risks to the stability of China’s financial system. But Fang Xinghai, director general of Shangha
01/27/2013
On its website it says: ‘The Bank is managed with the financial conservatism that has been the hallmark of the family.
01/26/2013
Topping the list is Michele Ferrero
01/26/2013
It is not just that it was the oldest bank in Switzerland
01/24/2013
Wealth management is the most attractive and undervalued business for the banking universe in 2013