06/12/2014
Citadel’s profit rise helps Peregrine return to profit
Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.
06/12/2014
What if the caution of the 'super rich' ebbs?
Canny caution or bumbling oversight, the world's richest people have retained huge stockpiles of zero-yielding cash throughout the recent surge in financial asset prices.
06/12/2014
RBC Wealth Management US CEO Reports On 'Blue Water Day'
On June 12, 2014, RBC will be conducting its annual Blue Water Day
06/12/2014
No sale plans for Quilter Cheviot as it undercuts rivals
Quilter Cheviot is undercutting many of its rivals by offering discounted all-in fees of 0.5% to 0.6% in a bid to boost assets.
06/12/2014
Citadel’s profit rise helps Peregrine return to profit
Niche financial services group Peregrine Holdings on Wednesday reported a return to profit for the year ended March, thanks to a strong performance by its wealth management division, Citadel.
06/12/2014
UBS Outranks U.S. Wealth Managers as U.K. Banks Retrench
U.S. and Swiss-based institutions continue to dominate the higher reaches of the ranking
06/12/2014
Frontier market specialist collaborates with Kolo Toure to launch Footballers Fund
Launched a fund offering African footballers wealth management solutions
06/12/2014
Wealth company joins finance expert
A FAMILY-RUN North-East wealth company has joined a finance expert
06/12/2014
The deal involves assets of more than €20 billion. The 110 Edmond de Rothschild employees join Caceis, a French bank and asset servicer, on October 1.
06/11/2014
Absa Wealth reinvents itself
Aims to become go-to stockbroker for young South Africans
06/11/2014
Swiss directors beware: that role now comes with an ejector seat.
06/11/2014
More than 300 delegates involving policy makers, research institutes, government agencies, practitioners and scholars are attending the conference.
06/11/2014
Anne Richards, chief investment officer of Aberdeen Asset Management, will be presented the 100 Women in Hedge Funds 2014 European Industry Leadership Award at its London Gala in October 2014.
06/11/2014
Societe Generale Private Banking Hambros (SGPB Hambros), the UK wealth management arm of Societe Generale Private Banking, has launched its new advisory division with nine hires.
06/10/2014
The regulatory team at Coutts has certainly got its work cut out over the next few months.
06/10/2014
For the many banks and wealth managers chasing business from Asia’s ultra-wealthy, finding the answer to that question makes the difference between managing money for the region’s biggest business tycoons and merely aspiring to do so.
06/10/2014
Rattled Swiss private banks turn page on past business model
Switzerland agreed a few weeks ago to phase out its long tradition of banking secrecy over the next two years
06/10/2014
Ascentric has boosted its assets under administration to £8 billion thanks to its white label service.
06/10/2014
Swiss Asia is an incubator of hedge funds and in the last year has added eight new funds
06/10/2014
Rich Chinese helped make Asia the fastest-growing region for affluent families last year