07/31/2015
"If the market now is stabilizing, I think we can probably easily double (the business) by the end of the year," Nicolas Faller, executive managing director of institutional clients
07/31/2015
The vision of the company was conceived by founder and CEO, Gina Le Prevost, a professionally qualified and experienced recruitment specialist.
07/31/2015
Charles Stanley has completed a suitability review of its processes as part of its ambition to become a leading UK wealth manager by 2020.
07/31/2015
The online service to match wealth managers with clients, findawealthmanager.com has revealed that the number of resident non-dom users are on the rise.
07/30/2015
Merrill Plans Overseas Splash With New International Adviser Group
07/30/2015
Family offices are hiring household help for HNW clients — but should they get involved?
07/30/2015
St James’ Place will no longer refer on discretionary mandates to Quilter Cheviot as a result of its buy of Rowan Dartington.
07/30/2015
The Rothschilds were said to be the wealthiest and most mysterious banking families in Europe during the 19th century
07/30/2015
The common element among these services: TD likes to incorporate what it calls the “biscuit”
07/30/2015
The cooperation agreement will enable Noah to grow its global capabilities in research and product design and UBP to increase its reach in the Chinese wealth management market.
07/29/2015
Citigroup offers wealthy heirs an art auction crash course, but is it actually a good idea?
07/29/2015
The purchase, subject to regulatory approval, will add around £1 billion in assets under management to the company’s current total of £55.5 billion at the end of June.
07/29/2015
Barclays Africa Group was also looking to enter the Nigerian market. It had submitted licence applications in the west African country but was awaiting a response.
07/29/2015
The amount of additional revenues that are likely range from increases of 50 percent to as much as quadrupling it – a function of the products provided.
07/29/2015
Rowan Dartington will use the next few months before its acquisition by St James Place closes to review teams and bulk up staff.
07/29/2015
Family Office Increases Resources To Serve International Families
07/29/2015
Envestnet, Inc. continues to earn top wealth management industry awards.
07/29/2015
Total funds under management at June 2015 were up 6.7%
07/29/2015
Young people have always been poor, but today's young people are poorer than most
07/28/2015
Guggenheim has been a provider of alternative investments on the HighTower platform since 2011.