11/20/2014
Citigroup Risk Executive Miller Found Dead in New York
Miller “was highly regarded at Citi and across the financial services industry as a thought leader and tireless advocate for environmental and sustainable business practices,” bank executives wrote in a memo to employees in his division. &ldqu
11/20/2014
Delegation turns on charm for Rio's business community
Luxembourg's leading politicians and dignitaries led a charm offensive in Brazil's second City, Rio de Janeiro, on Wednesday.
11/20/2014
Asset Manager Is Aiming to Reduce Its Dependence on Banking
11/20/2014
Old Mutual Global Investors has entered an agreement with Latin American platform business AIVA to broaden the availability of its fund range in the region.
11/19/2014
Morgan Stanley Wealth Management Forms Global Sports & Entertainment Division
An inaugural group of Financial Advisors across the country has been chosen for their experience working with athletes, entertainers, directors, writers, producers, owners, agents and business managers.
11/19/2014
BKD unit merges with Chicago wealth management firm
BKD Wealth Advisors LLC continues to grow its footprint around the nation, announcing a merger with Chicago-based Wolf Financial Management.
11/19/2014
The rise of the ultra-rich in Asia is sparking the emergence of bespoke wealth management services for affluent families
According to industry observers at a conference on Tuesday, such services set themselves apart by tailoring their offerings to suit the specific needs of rich families.
11/19/2014
Independent wealth management firm poaches top manager in Westcountry expansion move
An Independent wealth management firm has poached an investment manager from a competitor to become a cornerstone of its Westcountry expansion.
11/19/2014
The change has come about after a review of the trust's investment policy by Schroders, with shareholders voting in favour of the change at its annual general meeting on 14th October.
11/19/2014
Wealth manager seeks acquisitions ahead of pension reforms
Consolidation within the wealth management industry will be driven by how well prepared firms are for the opportunities presented by next April’s at-retirement reforms
11/19/2014
Citywealth has won a Silver 'Stevie' Award for its work with women in business.
11/18/2014
Family wealth is big business
One area they are focusing on is family offices, which are structures set up specifically to manage a family's wealth
11/18/2014
Paragon Bank moves into wealth management
The addition of the wealth management group will increase Paragon's offerings company-wide, with individual retirement and investment planning as well as small business strategies.
11/18/2014
Here's What Credit Suisse Is Saying About Stocks To Its Private Banking Client
Credit Suisse says no. Despite the recent turmoil, equities remain the preferred asset class of the bank’s Private Banking and Wealth Management division.
11/18/2014
The Rise of South East Asia’s Affluent
Labuan International Business and Financial Centre (Labuan IBFC) and the Financial Times today hosted the ASEAN Wealth Management Summit 2014 at the InterContinental Hotel in Singapore.
11/18/2014
Wealth management consultancy service predicts ascendancy of active management
Wealth management consultancy service has forecast a return to active managers beating passive funds in the next five years.
11/17/2014
Exclusive auction preview of Christie's Post-War & Contemporary Art sale was featured on Tuesday
11/17/2014
Another Widening Gap: The Haves vs. the Have-Mores
Philip Rushton has been selling private jets to the global rich for more than three decades.
11/17/2014
Swiss fund firm launches in Edinburgh
A Swiss banking group is making a move on the Scottish market with the opening of an asset management and sales operation in Edinburgh.
11/17/2014
Leading ME bank announces new private banking head In The Gulf
He was previously Managing Director and Co-Head of the Onshore UAE market as well as Head of Royal Accounts.