04/04/2013
"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.
04/04/2013
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/04/2013
"We have seen how some CEOs are receiving smaller incentive packages, which goes in line with weaker company performances," Elaine Prior, Citi Research Industry Thematics and ESG analyst said
04/04/2013
'Henley Select offers a unique bundle of services designed for individuals who wish to pay a fee for the financial advice they receive rather than have charges paid to their financial adviser through product related commissions.
04/03/2013
Charity clients to be retained in £50m sale of JO Hambro shares
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
04/03/2013
Many of Asia’s rich don’t fancy paying advisory fees to wealth managers as is the standard practice in Europe
04/03/2013
EFG International nominates two new members for its Board of Directors
04/03/2013
Another strong market is Dubai, considered a safe haven in the troubled Arab world, while European markets are still suffering.
04/03/2013
Among assets, real estate continues to dominate Hong Kong UHNWIs' luxury portfolios
04/03/2013
People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR
04/02/2013
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
04/02/2013
Conducted in February, the Young High Net Worth Insights Survey reveals goals, behaviors and concerns of investors ages 18 to 35 with investable assets of $1 million or greater.
04/01/2013
Some private banks in Singapore have established a set of guidelines aimed at protecting themselves from tax criminals
The PBIG guidelines say that when a private bank takes on a new client, staff should determine whether there are any reasonable grounds for suspecting that the funds are proceeds from serious tax crimes.
04/01/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
04/01/2013
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
UK wealth managers starts south east push
The Bristol-based company is looking to service and grow its client base in the South East by opening an office in Caterham
04/01/2013
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
03/31/2013
The tax would apply only to investments not held in Isa or pension accounts and would involve average payments of just £10, suggesting it posed more of an administrative headache than a financial loss.