12/18/2013
Advisers' investment trust purchases on platforms up 66%
Purchases of investment trusts through platforms by advisers and wealth managers increased by 66 per cent over the first nine months of 2013
12/17/2013
Former Barclays chief executive and continent's youngest billionaire intend to use funds to acquire stakes or operations in African financial services companies
12/17/2013
Tired of your slow, stuffy private banker? The digital revolution is giving them a run for your money
12/17/2013
Old Mutual Wealth is in talks to buy adviser network Intrinsic, Money Marketing understands.
12/17/2013
In the five years since the collapse of Lehman Brothers led to the global economic crisis the number of expat bank accounts have shrunk, most notably in the UK.
12/16/2013
The offering, serviced through BNY Mellon's transfer agency group, has been designed to help asset managers understand the services they are receiving for the fees they pay to broker-dealers.
12/16/2013
The average bonus for managing directors, the level just below the board, is predicted to increase to £167,000 in 2013, up from £116,000 in 2012.
12/16/2013
Those surveyed say equities – led by emerging market equities, favoured by 27% of respondents – agriculture, and private equities are expected to be the best performing asset classes, while cash and government bonds are forecast to do least we
12/16/2013
Nine of its Luxembourg-based funds are now available to UK investors in sterling shares, including the top-performing Lombard Odier Technology fund and the $835m Lombard Odier Emerging Consumer fund.
12/16/2013
Global wealth management M&A activity quickens as valuations dip; in 2013 nearly USD0.76 trn in HNW assets changes hands through deals.
12/16/2013
Several Swiss regional banks said on Monday they would cooperate with U.S. officials to avoid prosecution in a crackdown on Swiss lenders suspected of helping wealthy Americans evade taxes through offshore accounts.
12/15/2013
Cyber criminals steal millions via wealth managers
“It’s scary. Wealth managers are being used to get millions of dollars. I have seen six of these [thefts] in the four months I have been here"
12/15/2013
Fleming Family & Partners (FF&P), a family wealth manager and adviser, surveyed 90 people
12/15/2013
The leading international art, antiques and design fair, Masterpiece London, today confirmed signature of a principal sponsorship deal with RBC Wealth Management
12/13/2013
Where Investors Obtain Wealth Management Services
Brokerage firms often provide wealth management services to affluent investors.
12/13/2013
Former private banker Nick Parker has launched a wealth management business that will cover London and the southeast of England.
12/13/2013
Ashcourt Rowan to buy UK Wealth Manager for £14m
The Acquisition, which is subject to regulatory approval from the FCA, will create a leading UK wealth manager with a national footprint offering high quality financial advice and investment solutions to individuals and corporates through its network of 1
12/13/2013
Ashcourt Rowan, the UK wealth management group, has announced its Group audited results for the six months ended 30 September 2013.
12/12/2013
INSEAD has added a new programme to its executive education finance portfolio, launching in Singapore in June 2014.
12/12/2013
Barclays Wealth and Investment Management is understood to have appointed DigitasLBi to work on it a digital marketing brief.