09/04/2013
Cheltenham wealth manager buys £60m client book
Cheltenham-based weatlh management firm has acquired the client book of Kent-based Valiant Financial Consultants Ltd
09/04/2013
Wells Fargo takes a different approach to global operations from many of the other banks participating at the SWIFT Sibos conference in Dubai this month.
09/03/2013
Given the cohesive nature of EFG International’s international private banking business (spanning some 30 locations worldwide), it will increasingly seek to project a unified approach under the marketing name, “EFG”.
09/03/2013
Law firms focusing on private clients were among the UK’s best performing
09/03/2013
Hargreaves Lansdown has reported a rise in assets under administration, profits and client numbers while revealing further progress in pricing.
09/03/2013
UBS AG chairman Axel Weber said the Swiss bank was focused on meeting new bank safety rules rather than pursuing acquisitions,
09/03/2013
CIBC is focusing on wealth management because it offers steady fee-based income and requires very little capital to run.
09/03/2013
Multiple hourly charges for advice could be as “complicated” for consumers to understand as energy bills, the marketing director of St James’s Place has claimed.
09/02/2013
The Edmond de Rothschild Group, with more than 55 billion Swiss francs (close to 45 billion euros) under management, aims to raise a further 25 billion Swiss francs by 2016
09/02/2013
The latest performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
09/02/2013
Morningstar, Inc a leading provider of independent investment research, today published its inaugural issue of Financial Services Observer
09/02/2013
Genworth Financial, Inc. announced today it has closed the sale of its Wealth Management business, including Genworth Financial Wealth Management and alternative solutions provider
09/02/2013
Fiera Capital Corporation announced today that it has reached agreements to acquire a prominent U.S. wealth management firm and, separately, a global asset manager as part of its strategy to expand into the U.S. market.
09/02/2013
At the end of 2012 there were 302,000 millionaires (HNWIs) in Australia, collectively holding US$900 billion, or 15.5% of the total individual wealth in the country.
09/01/2013
The Swiss financial industry portal finews.ch and Communicators communications agency surveyed more than 500 people working in the Swiss financial sector.
09/01/2013
Mr. Shang's remarks are generally in line with those of other officials who have called for ensuring the financial system serves the real economy.
09/01/2013
Bluefin owner AXA had put the business up for sale, alongside employee benefits arm Bluefin Corporate Consulting, in 2011.
09/01/2013
Bank of Singapore wants to boost assets under management to US$80 billion as more wealthy Asians let private banks decide on investments
09/01/2013
The 50:50 JV between the two investment banks was formed on 2007 to tap the fast-growing high networth individuals (HNI) client case
09/01/2013
The First State Global Emerging Markets Leaders Fund has been removed from the Wealth 150 list of our favourite funds for new investment.