10/28/2014
Tracking the performance
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
Discretionary or wealth management is often seen as a bespoke service
10/28/2014
Where regulation is taking the DFM industry.
10/28/2014
With 120,000 registered French citizens and an estimated 400,000 in total living in London, according to French consulate data, there is a large market for Maseco to tap into.
10/28/2014
Client funds at a $8.6 billion RIA firm are safe following the apparent suicide of the company's CEO, says the firm's chairman, prominent wealth management executive Steve Lockshin.
10/28/2014
The automated wealth management firms (known as “robo-advisors”) that are bringing algorithmically enhanced services to the stodgy world of retirement planning are gearing up to go Terminator as competition intensifies.
10/28/2014
Smallwood, 52, said the Frankfurt-based lender will woo Asia’s mega-rich
10/28/2014
The duo also run the LO Funds - Commodities Risk Par ex-Agri and the LO Funds - Commodities Risk Parity funds on behalf of the Geneva-based asset management firm.
10/28/2014
Butterfield did not detail the purchase prices or the properties it was referring to, but it said non-performing loans fell by $23 million as a result of the deals, offset by “modest deterioration in the residential mortgage book”.
10/27/2014
Wealth Management department at BNP Paribas bank has won the prize for “outstanding private bank in Europe” at the 2014 Private Banker International Awards, the bank announced in a Friday statement.
10/27/2014
French-Israeli financier Thierry Leyne reportedly jumped off the 23rd floor of the luxury Yoo residential towers.
10/27/2014
Royal Bank of Canada and its peers are devoting more effort to building private banking franchises everywhere from the U.S. to Asia.
10/27/2014
Growth in number of billionaires has seen more private banks set up shop in Hong Kong to service demand for offshore investment
10/27/2014
When Nandita Agarwal Parker started her India hedge fund a decade ago, all investors in the U.S. wanted to talk about were her children and her husband.
10/27/2014
There was a time when life insurance agents provided life insurance, investment advisors provided money management, accountants did tax work, attorneys did legal work and so on and so forth.
10/27/2014
Launch marks important step in BIL 's international expansion
10/27/2014
Wealth firms are growing concerned a regulatory crackdown on bonuses within the UK banking sector could end up impacting the investment management industry.
10/27/2014
Old Mutual Wealth is to establish a close relationship between adviser network Intrinsic and Quilter Cheviot after it agreed a £585m deal to acquire the discretionary manager.
10/26/2014
Nedbank Private Wealth was recently voted Best in Class for Integrated Banking Service for the second year running in the Professional Adviser International Fund and Product Awards.
10/26/2014
Traditionally, the Middle East has been a classic offshore private banking market served out of centres like the UK and Switzerland
10/24/2014
We were afraid that if our staff go in, they can’t come out