09/12/2014
Technology is getting smarter, faster. Are you? Experts including the authors of The Second Machine Age, Erik Brynjolfsson and Andrew McAfee, examine the impact that “thinking” machines may have on top-management roles.
09/12/2014
AFH Financial Group has added £13m to totsal funds under management through the acquisition of the assets of Northampton-based Hindsight Financial Services
09/11/2014
Swiss Banks Pitch Neutrality to Lure Wealthy U.S. Clients
Approach by Pictet, Vontobel, UBS Comes Amid Rising Geopolitical Uncertainty
09/11/2014
UBS chairman says smaller banks to merge, large banks already too big
Swiss bank UBS's chairman Axel Weber expects mergers among smaller banks in Europe, mainly in the retail sector, while larger lenders were less likely to join up due to regulatory concerns.
09/11/2014
How banks are edging back into wealth advice sector
Banks are scrabbling to compete in the wealth advisory market by shifting to a culture of open architecture using third-party asset managers
09/11/2014
British Bank Tries To Rein In Its Horrible Jerk Bankers A Bit
Barclays may start cutting pay to punish senior bankers who bully their underlings.
09/11/2014
Money magnets
Lebanon’s wealth management business is small, but private banks want to change that
09/11/2014
Scottish wealth manager launches personal OEICs for wealthy clients
He said the wealth manager has made the move in response to demand from high net worth clients for a cost-effective way to manage their wealth.
09/11/2014
Equilibrium has more than the right balance
Wealth management firm Equilibrium has hailed a record year that saw it break the £4m turnover barrier.
09/10/2014
Beacon Gains European Status
Cambridgeshire based, Chartered Independent Financial Advisers, Beacon Wealth Management has added yet another status to their award-winning services.
09/10/2014
BMO Harris Private Banking Named Best Private Bank
We're thrilled and honoured to be receiving this award once again
09/10/2014
RBC Head Calls for Tailored Broker Fiduciary Rules
An extension also must acknowledge that certain essential broker functions could not survive under the same fiduciary standard that governs investment advisors, adds Taft on a conference call with reporters this week.
09/10/2014
Wealth effect may one day stop being so great for wealthy, says wealthy person
Schwarzman’s gratitude is appropriate.
09/10/2014
Singapore Yacht Show And Wealth-X Announce Knowledge Partnership
The partnership will extend to joint presentations both in Asia and Europe on the opportunities for yachting companies to capitalise on fast growing private wealth and changing tastes in Asia.
09/10/2014
Edmond de Rothschild IP raises €300m for new fund
Edmond de Rothschild Investment Partners says it has raised €300m from institutional investors in less than a year for its Winch Capital 3 fund.
09/09/2014
Territory wants to attract those seeking helpin succession planning and setting up trusts
09/09/2014
The latest figures for all sectors of Jersey’s finance industry show stability and signs of new growth, led by the funds sector where the value of funds business passed through the £200 billion mark for the first time since June last year.
09/09/2014
In this period, the company’s revenues from management of investments amounted to RON 33.7 million (EUR 7.5 million), over the results posted the year before.
09/08/2014
Quilter Cheviot rejects £600m Old Mutual bid as Investec lurks
A flurry of deals has been accelerated by regulatory reforms known as the Retail Distribution Review, which have altered the way that wealth managers are remunerated for their work, shifting from a largely commission-based system to one predicated upon th
09/08/2014
After Merill Lynch merger, Julius Baer grows in Lebanon
The group noted in its presentation that the integration of Merrill Lynch’s international wealth management business entered its final phas