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Wealth and Asset Management

10/01/2013

Norway Faces More Pressure to Broaden Wealth Fund's Scope

Two prominent Norwegian investment funds are throwing their weight behind demands that the newly elected government should push the nation's $750 billion wealth fund into making investments in renewable energy

10/01/2013

Atlanta Firms Merge to Create $1 Billion WM Practice

Two newly merged Atlanta firms say their deal will let them offer the rich the same services now given only to the extremely wealthy.

10/01/2013

Investec Strategic Bond Fund removed from Wealth 150

The fund performed well through the financial crisis as the manager used the flexibility afforded to him to increase exposure to government bonds.

10/01/2013

HSBC launches innovative multi-asset investment platform with Asia Focused Solution

The offering will complement the bank's successful 'World Selection Portfolios' by providing investment opportunities that are professionally managed and tailored to different individuals' risk appetites and investment objectives.

09/30/2013

Can you bank on Asia's investment in fine wine?

The CIVB has put a positive spin on things

09/30/2013

Six wealth management firms bring £500m AUM to Succession

Six more set to join by year-end, company claims

09/30/2013

Five things rich donors want charities to know

They don't like being approached at dinner parties

09/30/2013

Charles Stanley Says Half-Year Results To Meet Expectations

Charles Stanley Group PLC Tuesday said it expects its first-half results to be in line with expectations after a strong first-quarter performance offset a second quarter muted by the holiday period.

09/30/2013

Swiss private bank opens branch in Mannheim

The bank now has a total of eight offices in Germany

09/30/2013

AFH Wealth management on the acquisition trail again

This acquisition marks the Company's 15th acquisition since listing on ISDX in June 2011 and the second since The Retail Distribution Review (RDR) was implemented on 1 January 2013.

09/30/2013

StanChart Pte Bank Open to Acquisitions for Growth

Standard Chartered Private Bank is open to growth via acquisitions, as more consolidation is on the cards for the Asian private banking industry

09/30/2013

Edmond de Rothschild Merges Mmultiple Funds in Restructuring Effort

'We are in the process of bringing more clarity and simplification to the product range as we plan to strengthen our platform in Luxembourg,' said Nicolas Dubourg,head of investment solutions at the group.

09/30/2013

Intermediaries More Positive on Emerging Markets Despite Fear of Slowing Growth in China

A third of intermediaries believe their clients should increase exposure to emerging markets, up from just over a quarter in the last survey

09/30/2013

Saunderson House hires Citi man to lead growth strategy

I look forward to helping Saunderson House strengthen its position as one of the UK’s leading wealth managers and financial planners

09/30/2013

Bank of America Simplifies Corporate Structure

Bank of America announced today that it has completed the merger of its Merrill Lynch & Co., Inc

09/30/2013

Baird & Co. Opens Singapore Office as Asian Gold Demand Rises

Baird & Co., a U.K. precious-metals dealer, opened an office today in Singapore as physical demand for gold rises in Asia.

09/30/2013

CRMnext, Asia's No. 1 CRM Solution Launches Advance Wealth Management Solution

CRMnext, Asia #1 CRM solution in the financial services industry, announces the launch of its advance wealth solution for wealth management

09/30/2013

Apcims members approve Wealth Management Association rebrand

This is a big step forward for our Association

09/30/2013

Private Banking Special: Eduardo Leeman, Falcon Private Bank

Dubai has become an increasingly popular place to book assets following tighter regulations in traditional safe haven

09/29/2013

State Street moves to woo advisers

SSgA intends to hire around 10 staff to add to existing teams in Switzerland, Italy, Germany and the UK

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