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.
07/28/2015
In a downstairs conference room in San Mateo, Calif., a dozen businessmen from around the world are listening to the nitty gritty about venture capital investing.
07/28/2015
Dynasty is a New York firm founded in 2010 by former Smith Barney and Citigroup Inc executives
07/28/2015
The deal follows Rathbones purchase of Jupiter's wealth arm and part of Deutsche Bank's private client business last year.
07/28/2015
Not including assets from Coutts, UBP posted assets under management of 93.1 billion francs at the end of June.
07/27/2015
While many countries in Europe still contend with mounting debt and low investor confidence, Liechtenstein offers a sophisticated banking system and an unrivalled investment fund centre that is successfully encouraging long-term investments
07/27/2015
UBS’s U.S. wealth-management division is the latest big advice firm to jump on the platform-unification bandwagon, unveiling the combination of its separately managed account
07/27/2015
Asia-Pacific chief Helman Sitohang says that above-average returns justify retaining a strong investment bank presence in the region
07/27/2015
The American private equity house has earned more from the rise of the grand prix circuit than anyone else – even the sport’s supremo, Bernie Ecclestone
07/27/2015
IFA consolidator AFH Financial has bought Quest Financial Management and Phoenix Independent Financial Services for a combined £1.1m.