07/02/2015
Rothschild Group, the well-known family controlled banking firm based in London, has joined forces with CID Group, a private equity firm from Taiwan, to invest $50 million in Chinese online retailer
07/02/2015
This is providing an opportunity for companies such as Brooks Macdonald, St James’s Place and Rathbone Brothers to step in
07/02/2015
The manager has switched the operational and administrative costs for a portion of its Luxembourg Sicav with $9 billion of assets under management (AUM) from a fixed cost, to a capped, variable cost.
07/02/2015
Coutts has said Ewart is currently absent from the business and that it is not in a position to comment any further.
07/02/2015
AIM-listed wealth firm completes £3m buy
European Wealth has secured the purchase advisory firm Greensnow.
07/02/2015
But certain firms are targeting these same clients, with a view to gaining more profitable business further down the line.
07/02/2015
Futurologist Mark Stevenson warns that if private client investment managers want to maintain their wealth, they had better start putting it to good use.
07/02/2015
A select panel of senior superannuation and wealth management industry representatives has nominated simplicity, identifying customer needs, developing holistic services and providing clients with control as some of the key ingredients to future wealth ma
07/02/2015
St. James's Place is simplifying the way it reports assets under management by scrapping the life assurance measure of Annual Premium Equivalent (Ape).
07/02/2015
Yesterday over coffee, a friend of mine leaked the news that JP Morgan's private banking division here in Singapore is going to start charging negative interest rates.
07/02/2015
Andrew Shirley explores trends in the wealth sector.
07/02/2015
The trailers for the new HBO show “Ballers” may be the wealth management industry's best tool for recruiting new advisers.
07/02/2015
The Swiss Bank Program, which was announced on Aug. 29, 2013, provides a path for Swiss banks to resolve potential criminal liabilities in the United States.
07/01/2015
AKG's ratings system assesses providers on a wide variety of different metrics to ascertain a firm's overall financial strength and its ability to act as a long-term partner to advisers in a fast-moving regulatory environment.
07/01/2015
Investec's board has approved a plan that will see group CEO Stephen Koseff and MD Bernard Kantor delegate more of their operational responsibilities to the executives reporting to them
07/01/2015
Sallie Krawcheck’s Solution To The Retirement Crisis
It will provide women with the necessary tools to manage their increasing wealth and provide advisors an opportunity to grow their businesses in an underserved market.
07/01/2015
But what about everyday folks who want to invest in social enterprises and impact businesses?
07/01/2015
Private bankers are throwing the doors open as shrinking margins force the industry to widen its net
07/01/2015
The GFSC and the Jersey FSC signed a Memorandum of Understanding on 13 March 2014.
07/01/2015
The world's 400 richest people lost a combined $70 billion on Monday