02/22/2016
Guardian Wealth Management is to close its office in Qatar after a “strategic review” of the Middle East, shortly after gaining a broker licence with the region’s Insurance Authority in January this year.
02/22/2016
In 1986 he followed his father’s footsteps into finance, joining Hambros Bank.
02/21/2016
Mr. Bee negotiations broken down, now AC Milan require other alternatives
02/21/2016
CX: The most important wealth award
02/19/2016
Ciaran Whelan of Investec said “As a business, we’ve grown significantly in Ireland over the past five years providing competitive, value-added specialist services for corporate, SME and wealth management clients.
02/19/2016
Here are winners of this year's awards at the annual WealthBriefing gala event in Geneva.
02/19/2016
We expect numbers to grow in 2016
02/19/2016
BTG Pactual in relation to a potential acquisition of BSI and that a decision is imminent.
02/19/2016
Saint Lucia’s burgeoning international financial sector received a further boost this week.
02/18/2016
The announcement comes in the wake of its 2016 DFM audits, which Defaqto says represent “the most intensive sets of standardised screening that it has conducted on the DFM market.”
02/18/2016
The latest change was first reported by the Financial Times on Wednesday.
02/18/2016
Multrees Investor Services, a leading independent custody and consolidated reporting specialist for wealth managers and family offices, is celebrating its five year anniversary this month.
02/18/2016
Offshore wealth management firm expands funds portfolio
An Island-based offshore wealth management firm says it is adding 28 new funds to its product range.
02/18/2016
Credit Suisse is not the only financial institution to streamline its operations.
02/18/2016
It should be managed to generate consistently solid returns, not “recklessly abandoned.
02/17/2016
Bank of the West Promotes Members of its Southern California Wealth Management Team
"It is rewarding that clients are looking to Bank of the West for solutions to their wealth management needs," said Edward Mora, senior vice president and regional manager in Bank of the West's Wealth Management Group.
02/17/2016
Knight Vinke sells UBS stake after failing to win strategy change
We can confirm that we sold our position in UBS towards the end of 2015, realising a substantial gain for our investors.
02/17/2016
European Banks' Woes Aren't Fully Justified, Say Wealth Managers
Wealth managers ask whether some of the sharp selling of European banks' shares, and fears about their overall health, are really justified at current levels.
02/17/2016
Morgan Stanley Wealth Management Launches new manager analysis screening and scoring process
As the ‘adverse’ denotes, one of the keys to the process is finding fixed income managers that have been able to outperform their peer groups in environments that have been unfavorable for active manager relative performance
02/17/2016
Robo financial advising on the rise, but gen Xers still prefer the human touch
“Robo-advisors are generating a lot of buzz in the personal finance world, but when it comes to fully relying on them, both Gen Xers and boomers hesitate"