07/10/2015
It is on the back of its research and a programme of back-testing that KBI has introduced a new Small Cap investment strategy, investing across the Developed Markets.
07/10/2015
Shareholders in a private German bank have approved a takeover by Chinese investors, marking a new chapter in German banking history.
07/10/2015
Advisers to Asia’s wealthy are divided on whether to buy battered stocks or wait until the dust settles.
07/10/2015
JM Finn & Co is exploring client appetite to launch a tax advisory service.
07/10/2015
Discretionary fund manager Quilter Cheviot, which was acquired by Old Mutual Wealth in Q1 of this year, is to open a branch office in Dubai.
07/10/2015
Over the first few days the cyclists – who are aiming to raise £1million for Cure Leukaemia - cruised across the Netherlands, battling strong winds on the flat terrain, and into Belgium.
07/09/2015
But which is the best firm to work for if you are a private banker in Asia considering your next move?
07/09/2015
That grab was the largest in the firm's history.
07/09/2015
It is a milestone [and] when we reach it we will feel entitled to be taken more seriously as a mid-sized quoted house.
07/09/2015
The competition for wealthy customers’ money is heating up on the narrow streets of Boston’s Financial District. Just ask Christopher O’Connell.
07/09/2015
It has been compelling for many private banks to try to provide a broader range of products and services to appeal to the lower tiers of Asia’s wealthy.
07/09/2015
Thank you to the senior market practitioners who attended.
07/09/2015
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/09/2015
Having faced up to the issue, has Charles Stanley come up with the right solution?
07/08/2015
The program also focuses on opportunities to enhance and refine an investment strategy, and helps FAs articulate their value proposition in a clear and compelling way.
07/08/2015
Private banks pride themselves on discretion
In the wake of high-profile scandals in the Middle East's private banking networks, we asked key individuals about what clients need from the sector.
07/08/2015
Volatility in the currency markets is on the rise as central bank policy and economic growth rates increasingly diverge around the world.
07/08/2015
The Chinese firm is also considering buying a minority stake in Raiffeisen Bank International AG’s Polish unit
07/08/2015
Sanlam UK’s chief executive Lukas van der Walt expects the wealth management sector to consolidate in a similar manner to the accountancy industry – and he hopes to benefit from this trend.
07/08/2015
Country will account for nearly one million millionaires by 2018