07/30/2013
Finnish financial group OP-Pohjola has reported a 124.9% increase in pre-tax earnings from its wealth management business in the first two quarters of 2013, compared to the same period last year.
07/30/2013
A Spectrem research study indicates that most High Net Worth investors are concerned about maintaining their current financial position.
07/30/2013
A new study by Aite Group found that firms need to invest more in data management and analytics technology to win a larger share of HNW wallets.
07/29/2013
Nicola Horlick, the former City fund manager once dubbed Superwoman, unveils a new asset management business with plans to raise a $100 million fund to finance Hollywood movie-making.
07/29/2013
Within the next 20 years, 70% of Australia’s financial assets will be held by Generations X and Y.
07/29/2013
Exactly one-fourth of High Net Worth investors do not use financial advisors for investment advice.
07/29/2013
Financial regrets do not play a large role in the lives of High Net Worth investors
07/29/2013
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
UBS adjusted profit before tax CHF 1 billion
07/29/2013
The deal comprised initial consideration of £3.24 million, including £0.375 million in cash and 946,256 new shares.
07/29/2013
Continental Europe’s biggest bankset aside €600 million to cover legal costs
07/29/2013
Assets under management amounted to CHF 81.1 billion (USD 85.7 billion) as at 30 June 2013
07/29/2013
The Group's financial situation has not changed significantly since the publication of its 2012 financial statements.
07/29/2013
The Swiss lender that’s shrinking its investment banking business to focus on wealth management, said it has a business relationship with as many as eight out of 10 billionaires in Asia.
07/29/2013
Raymond James Financial launched Portfolio Management Center, a portfolio management and research tool for its employee and independent-channel advisors.
07/29/2013
Fleming Family & Partners, the multi-family office, has seeded a new Africa-focused fixed-income fund with Investec Asset Management
07/28/2013
Members of the so-called millennial generation like to live for today
07/28/2013
FINANCIAL planning chain Centric Wealth is up for sale
07/28/2013
Assets under management £209.6 billion