09/30/2014
To remain competitive, managers are increasingly looking to outsource operational functions, leverage providers to reduce the costs associated with maintaining their back-office systems, and develop web functionalities.
09/29/2014
"With the rise in the number of affluent investors in recent years, there has been an increasing demand for sophisticated financial solutions, including the Gulf," he added.
09/29/2014
Forbes estimated that the 61-year-old Indian entrepreneur has a net worth of $3.5 billion.
09/29/2014
The radio program “This American Life” released a transcript of a broadcast
09/29/2014
Fintech companies are disrupting the status quo for traditional wealth management firms, which have for so long built their businesses around plush London premises, suited and booted advisers and thousands of back-office staff.
09/29/2014
Investors in the Multi Asset fund will also benefit from a reduction in the external management charge.
09/29/2014
The private-banking operation is losing money despite its takeover of a local riva
09/29/2014
RBC is known for its leading edge Global Banking Service that provides value to our customers
09/26/2014
The expat’s champion — Asset allocator with Sanlam
Champion’s background on the UK private discretionary fund management side, including MGM Assurance and Pavillion Asset Management, has therefore become infused with a global perspective.
09/26/2014
America's Top 40 Wealth Management Firms
In the fiercely competitive arena of managing serious wealth, Bank of America has just rung the bell.
09/25/2014
UBS shifts Dubai rep office to Abu Dhabi, retains DIFC advisory
UBS has been scaling back corporate advisory and investment banking services for ultra-rich clients
09/25/2014
Singapore 'a global hub for wealth management'
Singapore is poised to challenge Switzerland as one of the world's largest wealth management centres
09/25/2014
Broadstone provides wealth management services to private clients, pension funds, charities and companies.
09/25/2014
Small updates on the precarious art of wealth management
09/25/2014
Unique challenges
09/24/2014
How ‘best wealth manager’ lists mislead you
Assets under management are largely meaningless in helping you pick a professional
09/24/2014
Salamanca launches multi-jurisdictional private office division
Established in 2002, Salamanca provides services in investments, advice, corporate risk services, business intelligence and investigations, and private office.
09/24/2014
Many bankers today weren't born before Big Bang, let alone worked through it.
09/24/2014
RHJ International today announced that it completed the conversion of the co-investors' interest of 35.13% in Kleinwort Benson Group into RHJI shares.
09/24/2014
London-based wealth management firm to charge percentage of profit
The new pricing regime has been implemented after the company had achieved maximum investment growth for clients over the past two years by investing in top-performing funds.