12/21/2014
Swiss & Global Asset Management has changed the investment services provider for the majority of its funds domiciled in Switzerland and Luxembourg, which have $70 billion (€56 billion) of assets under management.
12/21/2014
UAE’s built assets (US$1 trillion) are almost 48 per cent of Netherlands (US$ 2.09 trillion) and 122 per cent higher than Singapore (US$ 0.82 trillion).
12/20/2014
Lombard Odier’s Vincent Duhamel watches risk to help protect and grow wealth built over generations.
12/19/2014
She joined JPMorgan Asset Management’s Global Real Assets Group in New York in 1998, working with clients such as unions and pension funds.
12/19/2014
DBS Group Holdings Ltd. is in talks to team up with Societe Generale SA in its bid for Royal Bank of Scotland Group Plc’s international private-banking operations,
12/18/2014
Mr Jenkins, brought in with a mandate to clean up Barclays after it was hit by the Libor interest rate manipulation scandal, has embarked on a strategy to shrink its investment bank and refocus on its core strengths.
12/18/2014
The moves comes after the US fund house had gained a dominant share of Julius Baer's shelf space following the Swiss bank's acquisition of Merrill Lynch's wealth business.
12/18/2014
What does the label say?
12/18/2014
Baring Alpha Funds an umbrella type investment company owned by Baring Asset Management has doubled its directors' fees from €25,000 to €50,000 to reflect their greater regulatory responsibilities.
12/17/2014
The wealth management sector is failing to properly disclose percentage charges
12/17/2014
Houston's wealthy also captured the attention of out-of-towners like New York-based Bessemer Trust
12/17/2014
Vision Wealth Capital launches exciting new growth potential in the Middle East
12/17/2014
A $30 rise in the so-called ticket charge may not sound egregious but transactions can quickly add up
12/17/2014
Wealth management firm AFH has raised £1.9m of unsecured loan notes to assist its acquisition of adviser firms
12/17/2014
Wealth managers are risking the regulator’s stick with their opaque disclosure of costs
12/17/2014
Brewin Dolphin's Senior Management provide their forecasts for 2015
12/16/2014
The move will not affect existing investment teams or investment processes.
12/16/2014
The primary reasons self-directed investors do not consult a financial advisor are either cost considerations or they think they can do a better job.
12/16/2014
Switzerland's banking sector, facing the end of the secrecy that was once the bedrock of its business, is turning to China as it seeks new markets for the future.
12/15/2014
Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.