03/27/2012
On their website Committed to Give, they disclose their names, and call for a critical mass of donors and donations. "We are driven by a sense of responsibility and commitment to the wellbeing and cohesion of Israel’s civil society," they
03/27/2012
If markets avoid a fresh round of volatility, the privately-owned wealth manager could float within the next 18 months.
03/27/2012
A source familiar with the matter said Amanda Staveley, a businesswoman notable for her Middle Eastern connections, was advising the emirate's rulers.
03/26/2012
Banks were yesterday ordered to put their houses in order to stop a new financial crisis crippling the country.
03/26/2012
UBS AG, the Zurich-based investment bank, shifted leadership roles within its wealth-management Americas unit, according to a memo today from Americas Chief Executive Officer Robert McCann.
03/26/2012
Morgan Stanley is interested in buying all of Citigroup Inc's stake in their wealth management joint venture this year in what could be a roughly $10 billion deal, said people familiar with Morgan Stanley management's thinking.
03/26/2012
Ms Horlick said: "Because we are able to work with top producers in Hollywood, the risk of failure looks as though it will be lower than we originally anticipated, which is reassuring for our investors."
03/26/2012
Singapore has long courted international banks and companies in its drive to become a financial hub but it is also wooing a very different sector: non-profit groups including campaign charities.
03/26/2012
Historically, setting up private trusts offshore has been a preferred vehicle for Asia’s wealthy families and individuals to manage their assets as they crave the discreetness and protection that offshore trust laws offer in times of war or major li
03/26/2012
The firm also plans to help its plan sponsors educate participants on the 401(k) and defined benefit plans they participate in.
03/26/2012
Leading charities are considering boycotting a high-profile philanthropy conference hosted by Downing Street this spring and a number of wealthy individuals have warned their own giving will fall as anger grows over Budget plans to cap tax relief on donat
03/26/2012
Product providers are reassessing their offerings to the independent adviser market, according to ANZ Wealth, with new strategies under development to address massive issues.
03/26/2012
It’s rare that questions of honor are raised in the buyout industry. But according to Tom Murphy, who manages investments for as many as 40 of Australia’s richest families, it’s time they were.
03/26/2012
The FSA identified deficiencies in nearly three quarters of the PEP and high risk customer files reviewed.
03/26/2012
Barclays Plc (BARC) is targeting millionaires in emerging markets and squeezing more revenue from super-rich clients with at least 50 million pounds ($79.3 million) of investable assets.
03/26/2012
Aberdeen says the latest figures reflect “the continuing theme” of flows into higher margin products across the business.
03/23/2012
According to the research, many investors think stocks are good value after a period of weakness and are starting to invest once again.
03/23/2012
"It's a great hire. He is a relationship man, not a manager and (UBS's chief executive Sergio) Ermotti knows him well", said a top UBS banker in London.
03/23/2012
Concerns over whether wealth managers are delivering value for money drove client satisfaction lower in 2011, according to consultants MDRC.
03/23/2012
Rich philanthropists will be deterred from making large donations to charities following a change to tax relief rules, the Government was warned last night.