04/08/2014
Rich North Americans abandon asset advisers at faster pace: Study
Despite a surging stock market that made North American brokers and their clients wealthier in 2013, investors left their brokers at a higher rate than in 2012
04/08/2014
Opportunities And Challenges Abound For Yacht Industry In Southeast Asia
Southeast Asia is still a new and uncharted market for the yachting industry, presenting huge opportunities as well as complex challenges for companies seeking to grow their business
04/08/2014
WH Ireland could close offices as it launches cost cutting review
‘We have a high cost-to-income ratio and are focusing on reducing our cost base. We are reviewing our smaller accounts,’ Killingbeck said.
04/08/2014
Wealth boss sells down £760k stake in business
The chief executive of Bromsgrove-headquartered AFH Financial Group has sold almost £800,000 worth of his shares in the firm.
04/08/2014
Sallie Krawcheck: Women, Ask For A Raise!
During the economic downturn, women lost finance jobs in greater numbers than men.
04/08/2014
Nedbank Private Wealth appoints UK advisor
The Manchester-based company will provide advice to UK-based clients of the bank
04/08/2014
Brewin Dolphin shuts two offices for Bournemouth launch
The announcement is the latest episode in the ongoing rationalisation of Brewin regional network
04/08/2014
The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective.
04/08/2014
Typically HNW individuals are active asset managers
04/07/2014
This increases its nationwide footprint to 17 offices and its assets to over GBP5 billion, of which GBP2.2 billion is discretionary and managed.
04/07/2014
Wealth manager swoops on London-based IFA firm
A wealth management firm in Cheltenham has sealed a deal to buy a London-based independent financial advisory firm.
04/07/2014
Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.
04/07/2014
Former ABN Amro Group NV Netherlands Chief Executive Officer, his wife and a daughter were found dead at their home yesterday after a possible “family tragedy”
04/06/2014
Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.
04/06/2014
The changes in pensions legislation, which were announced by Chancellor George Osborne in the recent Budget
04/06/2014
U.S. Investment Firms Offer Funds to Companies as Continent's Lenders Pull Back
04/04/2014
Switzerland’s third-largest wealth manager Seeks Deals to Tap Latin American Millionaires
Switzerland’s third-largest wealth manager, is searching for deals in Latin America where millionaires are increasingly banking onshore.
04/04/2014
Vestra targets northern team hire and Dublin for expansion
Vestra is looking to recruit a team of private client managers in the north of England or the Midlands and has longer-term plans to open an office in Dublin.
04/04/2014
Rothschild edges closer to assets under management target
Edmond de Rothschild said it had increased its assets under management and operating profit last year
04/04/2014
DBS-SG deal could spark trend: Scorpio
DBS’s purchase of Société Générale’s Asia private banking business could presage similar east-west tie-ups, says consultancy Scorpio Partnership.