05/13/2015
Revealed: Sectors that will help UAE residents become richer this year
New list of sectors that will help UAE residents make millions and multiply them into billions
05/13/2015
Davy adds £230m AUM with latest wealth manager buy
The deal marks Davy's sixth acquisition to date
05/13/2015
Luxembourg Private Bank to close Singapore office
Despite the potential that Asia represents in terms of private banking markets, this decision was adopted after reviewing BIL group’s international presence in light of the new strategic framework and after completion of necessary procedures and int
05/13/2015
An Unbiased survey of its listed advisers showed a 14 per cent decrease in the average hourly rate from £175 an hour in 2013 to £150 an hour in 2014.
05/13/2015
As well as Fiat, which took control of struggling US rival Chrysler last year, the Agnellis’ empire spans Italian football club Juventus as well as CNH Industrial, which makes construction machinery and commercial vehicles.
05/13/2015
BMO Private Banking Introduces new all-in-one service catered to HNW's
New program includes a customized wealth plan and a full suite of services designed to evolve should circumstances change
05/13/2015
In total there are about 10 people.
05/12/2015
ingage has announced that Schroders UK and European Equity team will be using the ingage IR platform to help with their corporate access requirements
05/12/2015
NAB Wealth group executive Andrew Hagger has said the bank intends to grow both its adviser and IFA channels
05/12/2015
Are wealth managers risking technological exclusion?
Suitability is back at the top of the regulator’s agenda this year, but many wealth managers are still behind the curve, according to Wealth Dynamix CEO Gary Linieres
05/12/2015
The CEO cited data showing that as of 2013, Switzerland still accounted for about 2.1 trillion Swiss francs
05/12/2015
Did you know that baby boomers are expected to pass down over $30 trillion to their children, or whomever may be lucky enough to be named in their wills? Neither did I.
05/11/2015
Great disruption looming for Asia's private banks
The cosy relationship between private banks and underwriters is an ideal target, says Jonathan Rogers.
05/11/2015
Thiel cited a study that found when individual investors work on their own, their portfolio experiences behavioral drag, because most people have a fundamental inability to buy and sell at the right time.
05/11/2015
Citywealth has announced its Magic Circle Awards winners for 2015. A total of 35 companies and individuals have been selected for their outstanding performance, by more than 15,200 public votes and 10 judges within the wealth management sector.
05/11/2015
This year’s Funds Industry Football Charity Shield to take place on 21st May
05/11/2015
The appointment follows a string of senior hires across the business as Coutts continues to invest in it flagship Trust company in Jersey.
05/11/2015
‘Nevertheless, the number of partners now with deep asset management experience has increased to three out of seven,’ a spokesperson of the company said.
05/11/2015
Rathbones and Close Brothers have been linked with a bid for Duncan Lawrie
05/11/2015
National adviser firm pushes past £3bn with double deal
The latest deals take takes the firm past £3bn funds under management