10/02/2012
M&A on rise for wealth managers
Mergers and acquisitions in wealth management has maintained pace in the past 21 months with over USD9.42 billion being spent on deals involving HNW client funds.
10/02/2012
Mergers and acquisitions in wealth management has maintained pace in the past 21 months with over USD9.42 billion being spent on deals involving HNW client funds.
10/02/2012
Hana Bank is the first South Korean bank to implement its own private banking system in mainland China
10/02/2012
The Q3 2012 performance estimates for the ARC Charity Indices have been calculated.
10/02/2012
‘This ties into the firm’s ambition to integrate its core efficiencies and harness all resources across the business for the benefit of our clients,’ a Barclays spokesperson said in an accompanying statement.
10/02/2012
The nationwide survey was conducted by mail from April to August. It is based on responses from 700 U.S. households with a net worth of more than $1 million, excluding the value of their home, and/or annual income of more than $200,000.
10/01/2012
The question is, which city will it be?
10/01/2012
Investec Wealth & Investment’s has unified its rate card following its integration with Williams de Broë, in a move which will see charges raised for new private clients.
10/01/2012
“Simpler super is almost perfect for bank distribution.”
10/01/2012
Canaccord Financial has announced that its acquisition of Eden Financial's wealth management business completed today, following the approval by the UK's Financial Services Authority.
10/01/2012
Wealth management profits at Canada's big banks shrank or stagnated in the sector's third quarter, as market malaise and skittish investors again neutralized a segment expected to emerge as a future money-maker for the nation's big lenders.
10/01/2012
WestLB Mellon Asset Management was formed in early 2006 as a 50:50 joint venture between BNY Mellon and Portigon.
09/30/2012
Acquisition follows plans, announced last year, to increase private client wealth management proposition.
09/30/2012
Wealth-X estimates in a new report that there are 11,730 ultra high net worth (UHNW) real estate investors in Asia with a combined net worth of US$1.9 trillion, of which US$250 billion is in real estate assets.
09/30/2012
Cheshire headquartered international financial services firm, ‘Alexander Beard Group plc’, has entered a partnership agreement with London & Capital, to provide an outsourced, discretionary managed investment proposition for use by its UK-
09/30/2012
The Board expects the Company's operating earnings to be broadly in line with market expectations.
09/30/2012
City Financial has bought the asset management arm of Eden Financial in a move to bolster its UK equity, fixed income and multi-asset presence, Investment Week can exclusively reveal.
09/27/2012
Nedbank Group Board took the decision to consolidate the group’s HNW client offerings
09/27/2012
The new Tenerife office brings Blacktower’s office portfolio to eight
09/27/2012
Merrill Lynch Wealth Management has released findings from its Merrill Lynch Affluent Insights Survey, a report examining the values, financial priorities and concerns of affluent Americans.
09/27/2012
Barclays new vault opens for gold