07/10/2014
Guernsey And Private Equity – Laying Roots
Fiona Le Poidevin, chief executive of Guernsey Finance, on why the Channel Island is home to many established private equity businesses.
Wealth and Asset Management
07/10/2014
Impax buys out property business
The announcement follows the sale of the third of four UK buildings held by the fund, which raised £69 million to investment in and retrofit property in 2008.
07/10/2014
Judith McGee CEO and Financial Adviser with McGee Wealth Management Makes the Prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers List
Judith McGee, L.H.D., C.F.P. and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers List.
07/10/2014
Schultze Asset Management Founder George Schultze Delivers Market Insights at GAIM Conference
Global Alternative Investment Management (GAIM) sponsors one of the world's largest international alternative investment events each year
07/09/2014
When banks and wealth don’t mix
THE fallout from the CBA financial planning scandal will resonate for many years among ordinary Australians.
07/09/2014
BNY Mellon Debuts New National Ad Campaign Featuring HOFer Joe Montana
Wealth management specialist BNY Mellon breaks an ad with Pro Football HOFer Joe Montana
07/09/2014
New-look Towry at a turning point
The acquired business, which advised more than 4,500 private clients and held more than £1.5bn of client assets, was another step in Towry’s ambitious acquisition plans.
07/09/2014
WMA doubts RDR's future in a MiFID europe
There are differences between RDR and MiFID, such as their definitions of independent advice
07/09/2014
Top philanthropists to meet in Shanghai at UBS Family Legacy & Philanthropy Forum
UBS today announced the launch of the UBS Family Legacy & Philanthropy Forum in Shanghai.
07/09/2014
Cheers! Hawksmoor launches own beer brand
This was not Briarbank's typical request.
07/09/2014
Liverpool financial planning firm W&A says ordinary people are being penalised by 'crumbling' care system
Wilcocks & Associates helps Liverpool savers protect £2.5m in assets and ponders merger with law firm
07/08/2014
Business before wealth: HNW business owners in Asia, Africa and the Middle East
WEALTHY business owners in Asia, Africa and the Middle East are most focused on growing their companies, according to a Standard Chartered Private Bank and Campden Wealth Research report released yesterday.
07/08/2014
Schroders’ Global Multi-Asset Income fund surpasses $5 billion in AUM
This milestone highlights the continued strong demand for income from clients globally, particularly given the sustained environment of moderate economic growth and low interest rates, coupled with the trend of an ageing population globally.
07/08/2014
Asian IAM assets to double by 2020: Julius Baer
The region’s independent asset managers are tipped to account for a significantly bigger share of investable portfolios in the coming five years, from clients within and outside Asia.
07/08/2014
Deutsche Bank Asset and Wealth Management Unit Expects Record Inflows
Deutsche Bank's asset and wealth management unit, which was created when co-chief executives Anshu Jain and Jürgen Fitschen took the reins mid-2012, is also on track to reach its ambitious target to achieve a pretax profit of €1.7 billion n
07/07/2014
Hyde Park Barracks inspected by Abu Dhabi wealth fund
Middle Eastern investors show interest in the home of the Household Cavalry
07/07/2014
Julius Baer sees significant growth during 20th year in Guernsey
As a result of the increased business coming from the group, the Guernsey branch has implemented an expansion plan which includes additional recruitment.
07/07/2014
Wealth managers need to get moving on mobile
It is no surprise that the clients of wealth managers tend to be wealthy people.
07/07/2014
Goldman muscles in on Europe’s private banks
Goldman Sachs is expanding its European wealth management business to offer loans to rich clients in a move that is taking it further into the domain of centuries-old private banks in Europe.
07/07/2014
Deutsche Bank’s asset arm plans to power up in Londona
Deutsche Bank’s asset management arm is planning to double the number of financial professionals it employs in London to 600 over the next five years.