08/24/2011
New Funds for JP Morgan WealthManager+
JP Morgan Asset Management has added 51 Threadneedle Investments funds to its WealthManager+ platform.
Wealth and Asset Management
08/24/2011
European Bank Job ‘Bloodbath’ Surpasses 40,000
European Bank Job ‘Bloodbath’ Surpasses 40,000
08/24/2011
Societe Generale : signs liquidity contract with Rothschild
Societe Generale : signs liquidity contract with Rothschild
08/24/2011
Please tax us, French super-rich tell government
Please tax us, French super-rich tell government
08/24/2011
CIBC Revises Prior Results To Reflect New Wealth-Management Unit
CIBC Revises Prior Results To Reflect New Wealth-Management Unit
08/24/2011
Crisis-weary rich held nerve in market sell-off
Crisis-weary rich held nerve in market sell-off
08/23/2011
WH Ireland opens structured products consultancy
WH Ireland has opened a new consultancy as a structured products offering for wealth managers, private banks, family offices and IFAs.
08/23/2011
Deal marks first consolidation step within Swiss PB industry
The deal marks the first step of a long-expected move towards consolidation within the industry which has been both prompted by the financial crisis and delayed by regulatory uncertainty.
08/22/2011
Reinventing business processes to win wealth management, lending customers
Reinventing business processes to win wealth management, lending customers
08/22/2011
Global economy is dangerously close to recession
Global economy is dangerously close to recession
08/22/2011
ANZ sees deposits moving to wealth products
ANZ sees deposits moving to wealth products
08/21/2011
Britain's top 20 most expensive homes - and their foreign buyers
Britain's top 20 most expensive homes - and their foreign buyers
08/21/2011
Wealthy Britons to pay UK tax on Swiss accounts
Wealthy Britons to pay UK tax on Swiss accounts
08/19/2011
Super rich still making money
Financial advisers to the world's richest people report some of their top clients have continued to make money throughout recent market turmoil by harnessing sophisticated investments out of reach to mainstream punters.
08/19/2011
Britain’s millionaires put their trust in independent financial advice
Wealthy Britons use independent financial advisers more than any other form of third party advice about money, according to research commissioned by Skandia for its Millionaire Monitor report.
08/19/2011
Family businesses see sales hike
THE economy may be weighed down by high inflation and unemployment but family owned businesses appear to be weathering the storm.
08/19/2011
HSBC Canada wealth unit - Not For Sale
HSBC Holdings' (HBC) Canadian wealth unit chief told financial advisers to "stay the course," dismissing rumors of a potential sale of HSBC's Canadian retail brokerage operations.
08/19/2011
Big Gulf family office expands abroad
Bahrain investment firm opens India office
08/18/2011
Ex Butterfield Fulcrum CEO launches platform
Bhargava has launched InfraHedge to allow wealth managers, family offices, multi-family offices and institutional investors to ring-fence their assets from broader fund structures to protect against gating, which can occur in extreme market conditions.
08/18/2011
Canaccord eyes takeover of U.K. investment firm
Canaccord Financial is in talks to take over a U.K. financial services business, two weeks after the Vancouver-based firm branched into Australia and Hong Kong.