07/12/2012
The survey, which asked over 12,000 people whether they agreed with the statement "most rich people in my country deserve their wealth," found that this year nearly 15 percent strongly agreed and 28 percent agreed versus 12 percent and 27 percen
07/12/2012
Families in the top bracket had a total wealth of £4.5 trillion in 2008-10, whereas those at the other end of the scale only had £8 billion, an Office for National Statistics (ONS) study found.
07/12/2012
Under the terms of the agreement, Kairos will acquire Julius Baer Sim, while the Swiss group will have a 20% share in the asset manager.
07/12/2012
National Financial Partners Corp. NFP +0.36% , a leading provider of benefits, insurance and wealth management services, today announced that it has acquired Fusion Advisor Network ("Fusion"), a leading provider of practice management and busin
07/10/2012
Lombard Odier & Cie., Geneva’s oldest private bank, plans to double assets under management for Middle East clients to 10 billion to 15 billion Swiss francs ($15.7 billion) over five years, said Arnaud Leclercq, a partner in charge of the region
07/10/2012
BSI had CHF77.7bn ($79.4bn) assets under management (AUM) in 2011, making its private banking business comparable in scale to the non-US wealth management unit of Bank of America Merrill Lynch with $90bn AUM.