01/06/2020
The number of South Koreans with financial assets of over 1 billion won (US$854,000) rose 4.4 percent on-year to 323,000 in 2018, and they held 54 percent of their total assets in real estate and 40 percent in financial assets
01/06/2020
The value of the investment was not disclosed, nor was the value of the stake that CBPE would take in the business.
01/06/2020
Two Aberdeen-based financial advisers have teamed up to launch a new business.
01/06/2020
Louis-Dreyfus pledged her controlling stake in the firm as security for the loan.
01/06/2020
President and CEO of Richardson GMP on the firm’s approach to asset class and 2020 volatility
01/06/2020
“We encourage clients to run their finances like a business focused on three important cornerstones: their vision, values and goals."
01/03/2020
These will work across different functions, including product development, operations, sales specialists, capital markets, marketing and ETF strategists.
01/03/2020
US asset managers have been on regular buying sprees to acquire European asset managers.
01/03/2020
In the 2017 calendar year the company had net inflows of more than £9bn
01/03/2020
Hatheway stepped down as head of investment solutions in August 2019, with the bulk of his roles being divided up among members of the alternatives, private client and mixed asset teams.
01/02/2020
The organisational changes are expected to eliminate some management layers, as a means of helping the bank function more efficiently when executing on transactions.
01/02/2020
Morningstar remains sceptical about embattled wealth manager AMP’s plans to turn around its financial advice business.
01/02/2020
The proposal for the acquisition of ReAssure came after Swiss Re pulled June plans for its float on the London Stock Exchange and remained on the lookout to dispose of the business to better streamline its operations to continental Europe.
12/31/2019
The revamp of global wealth management is expected to be incorporated in the bank's strategy update in January.
12/30/2019
Hampden & Co says transfer of loan book from Smith & Williamson has attracted more business from wealth managers
12/29/2019
Average pay at Rothschild was up 57pc to £316,000 for the year to December 2018.
12/27/2019
Banks in Europe, which face the added burden of negative interest rates for years to come, account for almost 82% of the total.
12/27/2019
Executive chairman Mr Bouris - who founded Wizard Home Loans and has hosted shows including Australia's Celebrity Apprentice and The Mentor - said the wealth sector exit was ultimately driven by a lack of scale and increasing regulation in the wake o
12/27/2019
All 16 private banking branches will remain open
12/27/2019
The move effectively means that simply being super-rich won't get you the free shmoozing and perks