03/31/2014
Newcomers and Natives in the Land of Wealth
Understanding HNW clients may be easier once you know whether they’re natives or immigrants to wealth
Wealth and Asset Management
03/31/2014
AFH Financial pre-tax profits up 250%
Strong Revenue Performance. Profit Growth. Increased Dividend
03/31/2014
Berenberg expands UK private banking team to serve ultra wealthy
German privately owned investment bank Berenberg has set up a new team in London to handle business with "ultra-high net worth" customers
03/31/2014
IoD lunch to highlight future prospects for Jersey’s finance industry
Geoff Cook, CEO of Jersey Finance, will be the guest speaker at this month’s IoD lunch to give a talk entitled ‘First for Finance: current performance and future prospects for Jersey’s Finance Industry’.
03/31/2014
Standard Chartered pays 118 bankers at least $1.4m
Asia-focused bank Standard Chartered paid 118 of its bankers at least $1.4m last year, topped by a $9.5m payout to Mike Rees, head of its wholesale or investment banking division.
03/31/2014
Global wealth managers partners with Wilshire Funds Management
"Our shared vision and purpose makes this partnership very exciting."
03/31/2014
Middle East investors keep snapping up trophy assets
High net worth investors and institutions from the Middle East were generous in spreading their wealth across Europe’s commercial property in 2013-21 of the transactions valued at €100 million and over were conducted by them during the year.
03/28/2014
Swiss Bank Pictet Opens Office in Munich for German Clients
Pictet joins Swiss banks Julius Baer Group Ltd. and Vontobel Holding AG in opening new premises in Germany
03/28/2014
Lord North Street and SandAire agree merger
Currently both firms advise wealthy families
03/28/2014
€2.5m profit for Kleinwort Benson
The rise in assets under management follows a number of new business wins
03/28/2014
Where are the world’s millionaires going?
New analysis from wealth consultancy New World Wealth has tracked where the world’s wealthiest people have been moving over the past 10 years.
03/28/2014
Kleinwort Benson in ownership shake-up as losses reach £14m
Kleinwort Benson's wealth management division racked up losses of £13.9 million in 2013, as the bank's buy of German private bank BHF completed.
03/28/2014
Schroders keeps busy with multi-asset coup
Friends Life’s decision to award multi-asset and equity mandates worth £14.5bn to Schroders represents another “significant win” for the investment house, Jason Hollands has said.
03/28/2014
The next generation of boutiques: Arjent Wealth Management
This week, continuing our series on boutique firms after a sustainable and ethical investing interlude,
03/28/2014
€2.5m profit for Kleinwort Benson
The rise in assets under management follows a number of new business wins
03/28/2014
Top 10 wealth management mistakes
The essence of wealth management, as most managers would tell you, is distinct from portfolio management
03/28/2014
SINGAPORE: Emergence of affluent class as banks target young professionals
Most lenders, which offer priority banking services, benchmark S$200,000 as the minimum balance requirement to target the high net-worth market.
03/28/2014
21st Century solution to wealth management
The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually
03/27/2014
OYSTER joins Raymond James's retail fund platform
The partnership with Raymond James underlines the development of the UK market
03/27/2014
Schroders chief sees pay soar 70% to £8.4m
Schroders boss Michael Dobson took home £8.4 million last year.