09/15/2014
Almost Half of Rich Chinese Consider Move, Barclays Says
Almost half of China’s wealthy are considering relocating to a developed market within the next five years to find better education and job opportunities for their children
09/15/2014
When their nest is empty but the nest egg looks large, clients often get an urge to make big gifts of money to their children.
09/15/2014
These new portfolios Investing with Impact Balanced and Investing with Impact Equity will provide Morgan Stanley Wealth Management clients the opportunity to effectively align their financial goals with their personal values.
09/14/2014
SS&C GlobeOp Hedge Fund Performance Index: August performance 1.10%; Capital Movement Index: September Net Flows Advance 0.58%
09/12/2014
Currently all asset classes and geographies appear fairly or fully valued and there is broad consensus the European Central Bank will begin quantitative easing to fend off deflationary pressures.
09/12/2014
The pace of dealmaking in Swiss private banking, prompted by higher regulatory and compliance costs and thinner margins, is lagging expectations
09/12/2014
Asia’s booming economies are churning out new millionaires at a rapid rate and wealth managers have been vying for a slice of this growing pie
09/12/2014
The three medals were prepared and struck by the United States Mint and bear unique designs for the World Trade Center, the Pentagon, and Flight 93 in rural Pennsylvania.
09/12/2014
Technology is getting smarter, faster. Are you? Experts including the authors of The Second Machine Age, Erik Brynjolfsson and Andrew McAfee, examine the impact that “thinking” machines may have on top-management roles.
09/12/2014
AFH Financial Group has added £13m to totsal funds under management through the acquisition of the assets of Northampton-based Hindsight Financial Services
09/11/2014
Swiss Banks Pitch Neutrality to Lure Wealthy U.S. Clients
Approach by Pictet, Vontobel, UBS Comes Amid Rising Geopolitical Uncertainty
09/11/2014
UBS chairman says smaller banks to merge, large banks already too big
Swiss bank UBS's chairman Axel Weber expects mergers among smaller banks in Europe, mainly in the retail sector, while larger lenders were less likely to join up due to regulatory concerns.
09/11/2014
How banks are edging back into wealth advice sector
Banks are scrabbling to compete in the wealth advisory market by shifting to a culture of open architecture using third-party asset managers
09/11/2014
British Bank Tries To Rein In Its Horrible Jerk Bankers A Bit
Barclays may start cutting pay to punish senior bankers who bully their underlings.
09/11/2014
Money magnets
Lebanon’s wealth management business is small, but private banks want to change that
09/11/2014
Scottish wealth manager launches personal OEICs for wealthy clients
He said the wealth manager has made the move in response to demand from high net worth clients for a cost-effective way to manage their wealth.
09/11/2014
Equilibrium has more than the right balance
Wealth management firm Equilibrium has hailed a record year that saw it break the £4m turnover barrier.
09/10/2014
Beacon Gains European Status
Cambridgeshire based, Chartered Independent Financial Advisers, Beacon Wealth Management has added yet another status to their award-winning services.
09/10/2014
BMO Harris Private Banking Named Best Private Bank
We're thrilled and honoured to be receiving this award once again
09/10/2014
RBC Head Calls for Tailored Broker Fiduciary Rules
An extension also must acknowledge that certain essential broker functions could not survive under the same fiduciary standard that governs investment advisors, adds Taft on a conference call with reporters this week.