01/28/2013
The firm, run by former Wealth Manager cover stars Jeremy Arthur and Ian Brady, Invesco Perpetual’s ex-head of fund of funds, is planning to target international clients through the new business to be led by Shah. He joins from Christchurch Investm
01/28/2013
Top executives of companies that received taxpayer bailouts during the financial crisis
01/28/2013
J. Safra Sarasin Holding Ltd, Bank Sarasin & Co. Ltd and Bank J. Safra (Switzerland) Ltd today announced that their respective Boards of Directors have approved the merger of the two banks, and that Bank J. Safra Sarasin Ltd will be the new name of th
01/27/2013
Michele Ferrero, owner of renowned chocolate maker Ferrero, is the wealthiest Italian, according to research published by data and information consultancy Wealth-X.
01/27/2013
Rising revenue from wealth management services helped drive Bryn Mawr Bank Corp. to record earnings in 2012, the Pennsylvania-based community bank announced Thursday.
01/27/2013
Lack of transparency about the size of the sector, where the money is invested, and who takes the hit if investments go sour, has fueled concerns about risks to the stability of China’s financial system. But Fang Xinghai, director general of Shangha
01/27/2013
On its website it says: ‘The Bank is managed with the financial conservatism that has been the hallmark of the family.
01/26/2013
Topping the list is Michele Ferrero
01/26/2013
It is not just that it was the oldest bank in Switzerland
01/24/2013
Wealth management is the most attractive and undervalued business for the banking universe in 2013
01/24/2013
Sun Life Financial ranked 85, while Royal Bank of Canada came in 87
01/24/2013
Brooks Macdonald Group plc today announces a trading update for its half year ended 31 December 2012 together with an update on its funds under management.
01/23/2013
"This acquisition allows us to continue our focus on the institutional marketplace and will strengthen our competitive position as a leading national trustee."
01/23/2013
Emerald Bay Wealth Management specializes in wealth management for multi-generational families.
01/23/2013
Emerald Bay Wealth Management specializes in wealth management for multi-generational families
01/23/2013
Funds under management of £34.8 billion (2011: £28.5 billion) up 22% over the year
01/22/2013
Portfolio Solutions will be limited to individual and small institutional investors with more than $3 million in investable assets.
01/22/2013
The deals boost client assets by approximately $450 million
01/22/2013
A well developed financial infrastructure is a must for any real economic powerhouse in the world.
01/22/2013
“Geneva is our stronghold in Switzerland.”