03/10/2013
High-net-worth individuals do not tend to have as big a focus on inflation as investors such as insurers or pension funds, since the latter two types of firms have large known liabilities they have to match assets to.
03/10/2013
The group reports that 53% of its HNW clients - who each have investable assets of more than £1m
03/08/2013
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
03/07/2013
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
Societe Generale lured a net 1 billion euros
03/07/2013
Underlying profit of € 2.0 million in difficult market conditions
03/06/2013
Eureka Report and Clime Asset Management come together to offer more wealth creation solutions
03/06/2013
Sir Mervyn King has suggested splitting RBS in two.
03/06/2013
Staff in UBS's investment bank waiting to be told by their boss what they have earned expect to be particularly hard hit.
03/06/2013
Financial markets and investor sentiment fluctuated sharply in the first half of 2012, with early gains in equity markets given back in the second quarter as concerns grew over the Eurozone and faltering economic growth.
03/06/2013
The new office – which will be based at St Paul’s Place, in Norfolk Street, Sheffield
03/06/2013
While some people view charitable giving as a nice thing to do, the overwhelming majority of ultra-wealthy individuals see charitable giving as a necessity, according to a poll released today by SEI.
03/05/2013
Explore and suggest how to align a growth strategy with operational processes
03/05/2013
The deal will see London & Capital’s suite of ten actively managed and risk-graded growth portfolios, and three income portfolios, made available to advisers using the Aviva platform.
03/05/2013
Brazilian bank Safra and Chinese rival ICBC are also bidding for BSI, two of the people said.
03/05/2013
Search for a financial advisor by such factors as geography, specialty, professional designation, and the types of financial planning or investment services they offer.
03/05/2013
London and New York remain the top destinations for the world’s ultra-high net worth individuals to live and invest in but Asian cities are fast catching up, says Knight Frank’s seventh annual Wealth Report.
03/05/2013
On a net basis we will more than double our staff in Asia between now and 2015
03/05/2013
Assets under management rose across the board for the six big banks that have reported first-quarter earnings - Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, Bank of Montreal, Canadian Imperial Bank of Commerce and National Bank of Can
03/05/2013
I can’t support the proposal currently on the table