11/04/2012
The Q3 2012 performance figures for the ARC Private Client Indices have been calculated. The figures show the actual returns achieved, on average, by discretionary private client managers across four different risk profiles.
11/01/2012
Dutch bankers to sign integrity oaths, accept bonus caps
Analysts suggest those earning more than €100,000 are set to take the biggest hit from the deal to impose spending cuts and hike taxes in the next few years in order to meet deficit targets.
11/01/2012
Tracking global wealth and investment
Research and figures produced exclusively for Knight Frank’s Wealth Report 2012, suggest that economic turbulence failed to curb the rise in the number of ultra-wealthy individuals last year.
11/01/2012
WealthInsight study published in closing stages of election dominated by question of wealth creation and taxation
11/01/2012
Lloyds, which roughly a year ago said it wanted to become the go-to UK wealth management provider, has also decided to end its push into the mass market.
11/01/2012
The partnership brings Mariner’s AUM to $5.6 billion as RiverPoint brings in $1.3 billion
11/01/2012
This included two new appointments to the board of Coutts & Co Ltd Zurich
11/01/2012
Most financial advisers have begun altering the way they receive payments for their services but fewer than one in four have completed the move to charging clients fees for their work, according to a new survey.
10/31/2012
First Busey Corporation is pleased to announce the formation of Trevett Capital Partners
10/31/2012
The total value of the wealth of Romania’s 500 richest people included in the Forbes ranking is at some EUR 21.5 billion, down from EUR 40 billion in 2008.
10/31/2012
Walker Crips, which earlier this year disposed of its asset management business to Liontrust, wants to sell the entire issued share capital of KBR, though the proposed deal will be subject to regulatory approval.
10/31/2012
China is Asia’s most important high-net worth (HNW) market contributing to over 50% of the region’s growth by 2015.
10/31/2012
Charities increasingly adopting ethical investment policies, but concerns over financial returns remain
10/31/2012
The new service provides a platform for international advisers who want to operate a traditional, commission-based revenue model.
10/31/2012
New white paper provides best practices, case studies and practical tips
10/30/2012
Posts third straight record profit on strong markets
10/30/2012
According to trade unions that fear Switzerland’s largest bank could lose its “Swiss Quality” label by dumping Zurich-based staff.
10/30/2012
Commenting on its current performance, Barclays noted that October continues to be affected by the challenging economic environment and subdued market volumes, and it continues to be cautious about the environment in which it operates.
10/30/2012
St. James's Place outpaces slow market with sales
10/30/2012
There is no word yet whether Sberbank plans to release a local variant for the Russian market.