03/27/2015
The number of wealthy Russian investors employing a conservative wealth management strategy has more than quadrupled in two years, according to a report due to be released by Campden Research next week.
03/27/2015
International wealth manager launches ‘aggressive’ assault on UK market
“It remains unusual for internationally focused advisory firms to develop extensively in the UK.
03/26/2015
Credit Suisse Embraces A Boutique Approach
The asset manager focuses on its strengths to snare a larger role in managing Asia’s wealth
03/26/2015
UBS eyes Asia for wealth management growth, says Swiss bank chief
UBS AG, the world's biggest wealth manager, expects Asia Pacific assets to account for as much as 30 per cent of the funds it oversees within the next 10 years, the Swiss bank's chief executive said.
03/26/2015
Chinese restaurant group South Beauty has a lofty ambition. Its founder Zhang Lan loves to tout her chain as the future “Louis Vuitton” of the global dining market.
03/26/2015
Created in 2009, LearnVest has raised nearly $75 million in venture financing
03/26/2015
While the marketer has a chance of knowing who the ideal customer is—in great detail—the real problem is access.
03/26/2015
News of the impending cease-and-desist order reflects an escalation of hostilities between two sides of the family
03/26/2015
Britain's Financial Times had earlier reported UBP is expected to pay about $600 million (404 million pounds) to $800 million, citing two people familiar with the situation.
03/26/2015
Qatar Islamic Bank has held an exclusive event for its private banking customers at Four Seasons Hotel in Doha, when for the first time in Qatar, Knight Frank presented its 2015 Wealth Report.
03/26/2015
Brokers need to spell out their potential conflicts of interest to clients, New York City Comptroller Scott Stringer believes.
03/25/2015
Global adviser group deVere provided evidence of what a spokesperson described as "one of the largest financial scams in history" to a US-based investigative news service.
03/25/2015
Swiss private bank to buy majority stake in British asset manager
Partners and key employees will retain a 40 per cent stake in the business
03/25/2015
Cyprus offers a wealth of investment opportunities
03/25/2015
Vontobel drives growth through its core capabilities and well defined focus markets
03/25/2015
The provider stated that the move - which has been trailed by bankrolling IFA acquisitions - was in response to fundamental changes
03/25/2015
Jersey has an opportunity to diversify its alternative funds capabilities and a growing role to play as a European domicile supporting US fund managers, according to panellists at this year’s Jersey Finance Annual London Fund Conference.
03/25/2015
Nomura Holdings, Inc. today announced that it has reached an agreement to sponsor the 2020 Olympic and Paralympic Games as the exclusive Gold Partner in Securities category
03/25/2015
Senior management of Conifer will continue to lead the business and own a significant minority interest in the company.
03/25/2015
Middle Eastern Private Banking continues to expand in 2015
The report concluded that growth and hiring will continue at a fast pace