11/14/2014
When Luis Vieira and about 100 other small Portuguese investors put money in Grupo Espirito Santo’s Swiss affiliate, they thought the Helvetian nation’s renowned safety protected them.
11/14/2014
The survey of UK 80 wealth managers and multi-managers, conducted in September and October this year, found 95% were positive about boutique investing, and 41% said they plan to increase their asset allocation to boutiques in the next 18 months.
11/14/2014
The bonds have been hit hard in recent years due to a general weakening in emerging market currencies, many of which have lost a substantial amount of value relative to developed world currencies.
11/13/2014
I’ve found high-net-worth (HNW) individuals to be generally ahead of the curve when it comes to investing.
11/13/2014
Consultant says the wirehouse's overhaul of its managed accounts platform fits “fiduciary era”
11/13/2014
Fitch Ratings has released a statement saying that U.S. banks are moving in the right direction expanding their wealth management divisions and offerings.
11/13/2014
Swiss Private Bank to invest in Israeli startups
The bank seeks new opportunities for the affluent clients of its wealth management business
11/13/2014
Puilaetco Dewaay to buy UBS private bank in Belgium
The Swiss bank manages more than 3 billion euros in assets and employs 60 staff, including 20 private bankers
11/12/2014
In the recent past we have seen dramatic changes in the tax environment potentially affecting Russian and French private clients with wealth outside their home territories.
11/12/2014
UBS launched the share-swap programme in September.
11/12/2014
Swiss private bank restructures insurance-linked securities operations
To provide a clear separation between the actively managed ILS fund management work,
11/12/2014
Clarkson Wayman Ball managing director Graham Clarkson says the firm’s clients benefit from his team’s skills and services, but the better investment management expertise of Brooks Macdonald will improve the IFA business further.
11/12/2014
More than 200 high net-worth investors have descended upon Las Vegas to hear pitches for marijuana companies hopeful to cash in.
11/12/2014
Efforts by many US banks to offer more wealth-management capabilities are generally positive for diversifying earnings and increasing revenue per customer, as growth in core bank products remains tepid and net interest margins compressed
11/10/2014
Barclays "Wealth Manager of the Year" in the Middle East
In recognition of its continued leadership in the Wealth Management industry in the region, Global Investors named Barclays the Wealth Manager of the Year in the Middle East.
11/10/2014
Today's wealth management firms are casting a wider net
Wealth management is an industry much changed from years passed.
11/10/2014
The master who teaches the Merrill herd to graze on wheatgrass and chia
A wellness guru who has gained influence under John Thiel's leadership of Bank of America's Merrill Lynch wealth management business.
11/10/2014
Two days of panels, discussions and networking were well attended by industry representatives from family offices, asset management firms, hedge funds, private equity and domestic and international banks.
11/10/2014
Shareholders will be looking for more reassurance that the bank’s new structure will deliver cost savings and growth.
11/10/2014
Wealthy clients opened offshore trusts and lodged money through him