02/07/2013
The 50 Most Influential Networking Tycoons
Wealth-X said it ignored family connections when compiling the list, hoping not to distort the list of family members who are all ultra high net worth individuals.
02/07/2013
Wealth management and pensions firm Walker Crips has reported a jump in revenue
02/07/2013
Using social media to provide insightful investment commentary
02/06/2013
Private bank Coutts prepares for bear market in bonds
Expects end to 20-year bull run
02/06/2013
"This milestone represents a successful start for the SSgA Upromise 529 Plan."
02/06/2013
2012 reported core pre-tax income of CHF 2,106 million
02/06/2013
Societe Generale Private Banking has won a number of awards from Euromoney Magazine in its Euromoney Private Banking Survey 2013
02/06/2013
Citibank Indonesia is targeting two-digit growth in its wealth management business this year as the company unveils more services to attract more premium customers.
02/06/2013
Manulife Financial Corp., Canada’s largest insurer, posted fourth-quarter net income of C$1.06 billion ($1.06 billion), above analysts’ estimates, and said wealth-management revenue in Asia reached record levels.
02/06/2013
According to the latest ATO figures, there are four new SMSF funds established every single hour.
02/06/2013
Former DWS Investments sales head Stephen Moore has joined Impax Asset Management
02/06/2013
The Swiss financial centre is reputed more for its wealth management than its asset management industry.
02/06/2013
The boards of ISIS Property trust and IRP Property Investments are seeking approval to merge the funds
02/06/2013
Sales of Impressionist, modern and surrealist art at rival auctioneers Christie's and Sotheby's saw several pre-sale estimates shattered.
02/06/2013
The combined firm has 20 employees, two of whom were hired since RBC moved into the new space in December.
02/05/2013
The country’s largest lender beat its financial targets and posted record annual profit.
02/05/2013
The bank's plan to shed assets and shrink its balance sheet “is going really well.”
02/05/2013
Survey shows where wealth managers are most bullish
Reveals that investors are increasingly moving away from taking a regional approach to emerging markets.
02/05/2013
Atlantic Trust attributes its long-standing success to strong client retention and a steady inflow of assets from existing and new client relationships.
02/05/2013
Clients can customize comparisons at the plan level or for different investment programs and accounts.