04/11/2014
Close Brothers Asset Finance awarded £40m by RGF
Close Brothers Asset Finance has been conditionally awarded a further £40 million portion of the Regional Growth Fund, according to an announcement made by the government.
Wealth and Asset Management
04/10/2014
Swiss boutique private bank to remain a boutique despite dramatic size build-up
Apart from the huge amount of assets , and the large number of employees involved there was also a vast difference in the investment philosophy between the US bank and the Swiss bank.
04/10/2014
RBC Joins Goldman in Suing Clients After Singapore Crash
This brings the total banks and brokers are seeking to recover
04/10/2014
The Rich List: Number of Vietnam’s Ultra-High Net Worth Individuals to Increase
Indonesia will be in second place with a growth of 144 percent
04/10/2014
Ashmore Group Assets Under Management Decline In 3rd Quarter
Smaller net outflows were experienced in local currency
04/10/2014
Amundi expands Eastern European footprint
Amundi Polska will begin by focusing on five locally domiciled funds
04/10/2014
Rothschild Scion Targets Asia Growth
Edmond de Rothschild Group, the wealth manager founded by the famed European dynasty, is expanding its private banking business in Asia to target the region's growing list of millionaires.
04/10/2014
Guernsey to host ‘ILS Insight’ event in Zurich
Experts from across the Insurance Linked Securities asset class are coming together to discuss the industry’s pressing issues at a Guernsey Finance-hosted thought leadership event in Zurich.
04/09/2014
Wealth firm partners Peterborough council for infrastructure fund
The fund is targeting an ‘above inflation return’ for investors, with an emphasis on yield.
04/09/2014
Morgan Stanley Wealth Unit Cuts Divisions, Regions
First significant change to the firm's management structure since mid-2012
04/09/2014
Group head of private clients leads management-led buyout of Dublin-based securities firm
Group head of private clients leads management-led buyout of Dublin-based securities firm
04/09/2014
Survey says: Wealthy protecting their castles with cash
Economic uncertainty has made them 'invulnerable'
04/09/2014
Private banks change tactics in talent war
The Asian private banking industry is notorious for poaching but after a decade of waging a talent war, many institutions are changing tactics.
04/09/2014
Blow for Invesco Perpetual as St James's Place pulls £8bn in funds and hands it to departed stockpicker Neil Woodford
SJP says this will ensure continuity of manager for its investors.
04/09/2014
HSBC Asset Management India launches fund of funds
The new fund offer of HSBC Managed Solutions opened on April 9
04/09/2014
UBS now has 1,120 wealth advisers in Asia
The new recruits will be based in Hong Kong
04/09/2014
WMA claims victory as EU scraps share trade restrictions
The amendments secured include the removal of the requirement
04/09/2014
Have you made your fund manager rich?
Fund managers and brokers are often highly profitable so should you buy shares in their businesses, rather than the investments they peddle?
04/09/2014
Hargreaves tops FCA’s investment complaints list after 500% jump
Hargreaves Lansdown Asset Management witnessed a 500% increase in complaints in the latter half of 2013, the latest FCA figures show.
04/09/2014
WMA claims victory as EU scraps share trade restrictions
The Wealth Management Association claims 'common sense prevailed' as the European Parliament is set to adopt changes to its comprehensive regulation on investment products.