08/05/2016
It recognises the talent and expertise of the local teams who have been working with High Net Worth Individuals, entrepreneurs and family offices for over 40 years.
08/05/2016
Regulation and robo-advice threaten European wealth managers
08/05/2016
The addition of the APEX Club deepens Eagle Gates' presence in the Asia Pacific region and the potential is immense.
08/05/2016
In June, 21% of those who filled out the online questionnaire said they were unhappy with their current wealth managers and were looking to switch.
08/05/2016
The private equity firm has reportedly evaluated Old Mutual Wealth Italy between €200-250 million.
08/05/2016
In June, 21 per cent of people filling in the questionnaire on his website said they were unhappy with their wealth manager and were seeking an alternative.
08/05/2016
Canaccord Genuity Wealth Management UK has reported an 11% year-on-year rise in assets under management at the end of its first fiscal quarter. - See more at: http://www.portfolio-adviser.com/news/1030815/canaccord-genuity-uk-wealth-business-reports-aum-r
08/04/2016
Assets Under Management: $3.1 Billion
08/04/2016
Though list members might seem to have a lot in common, there are plenty of differences too.
08/04/2016
No figure was given for the deal, but it was described in a company statement as a “…multi-million pound acquisition.” The combined funds under management of the two wealth management firms will be over £350m. This will be managed
08/04/2016
Global equities advanced in July as the prospect of easing monetary policy, signs of strength in the US economy and moderating concerns over Brexit fuelled ‘risk on’ sentiment. While volatility may well return to markets in the coming months,
08/04/2016
In a recent survey of over 1,000 high net worth individuals, FactSet and Scorpio Partnership took a look at the wealth management preferences of HNWIs by generation.
08/03/2016
The question is, how do you do it?
08/03/2016
He is pleased with the deal and the breadth of clients it delivers to the company, ranging from £300,000 in size to over a million.
08/03/2016
Two-thirds of HSBC's adjusted profit before tax, or $7.2 billion, came from Asia in the first half of 2016, up from 62 percent in the same period last year.
08/03/2016
Managing the portfolios of wealthy private customer seems to be a sure-fire way to make money. But it may become the next disappointment in the global banking business.
08/03/2016
French bank makes gain from the sale of its shares in Visa Europe
08/03/2016
The London listed bank reported an underlying pre-tax profit of $994m for the six months to June 30, down from $1.8bn in the same period in 2015.
08/03/2016
Another bank to shut up shop
All deposits have been returned to its private clients, and four permanent staff have accepted voluntary redundancy agreements.
08/03/2016
Underlying profit before taxes 46% lower versus H1 2015, in line with the expected reduction as communicated on 14 June 2016, and 43% lower versus H2 2015 – all largely due to reduced performance fees