03/03/2014
Ireland’s leading independent investment management firm up for sale with €10m price tag
It was further suggested that wealth manager Brewin Dolphin may also bid.
03/03/2014
The rout in China developers that sent valuations to record lows is spurring UBS Wealth Management and Templeton Emerging Markets Group to say it's time to buy.
03/03/2014
Nedbank sees opportunities in inclusive private banking
If you thought private banking is meant only for those who have a few of millions of dollars to spare, it is time you got familiar with Nedbank Private Wealth
03/03/2014
Julius Baer CEO's 2013 Pay Lowered
Swiss Bank Chief's Pay Cut Follows Rebuke from Shareholders
03/03/2014
Regional Stars Awards are voted for by hundreds of financial advisers across the UK
03/03/2014
Rich Asians are lagging their counterparts in Europe when it comes to investing in real estate despite the fondness of owning land that exists in Asian cultures
03/03/2014
The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.
03/03/2014
'We want to acknowledge excellence and outstanding work and celebrate professional achievement.
03/03/2014
"We've earned a strong reputation as a dynamic team of experienced and tenured advisors who serve as our clients' trusted partners. This award validates that we are hitting the mark."
03/02/2014
The combined average management charge of these super clean funds is 0.54% and includes products run by high profile managers such as Angus Tulloch, Adrian Frost, Tom Dobell, Richard Buxton, Harry Nimmo, Leigh Harrison, Stephen Harker and Giles Hargreave
03/02/2014
Hargreaves Lansdown has revealed the 27 funds on its 'Wealth 150' list for which it has arranged reduced annual management charges for its customers.
02/28/2014
Yellow Brick Road (YBR) has more than doubled its wealth management revenue in the six months to December 30, 2013.
02/28/2014
Old Mutual announces acquisition of 3,000 adviser firm
The move, first tipped by Money Marketing in December, will see Intrinsic retain its brand and management team.
02/28/2014
Cantor Fitzgerald makes big splash in wealth management
"FCFA is a highly-respected and established brand that clients have grown to trust.
02/28/2014
Anti-Money Laundering risks and wealth management by Field Fisher Waterhouse
Banks are well aware that money laundering risk must be addressed in the context of wealth management.
02/28/2014
Over the past few years, emerging markets have trailed the S&P 500 badly.
02/28/2014
Nowadays, these independent equity advisers aim to guide executives, founders and private equity owners through their strategic choices in regard to exits, particularly during initial public offerings.
02/28/2014
Seb Dovey, managing partner at Scorpio Partnership talks to Hubbis about the definition of wealth management today
02/28/2014
‘We have had a very positive start since our launch in November last year and have attracted a lot of new wealth management business
02/27/2014
Leading wealth management service provider reports 81.1% Net revenue increase
Net revenues in the fourth quarter of 2013 were US$45.4 million, an 81.1% increase from the corresponding period in 2012.