04/07/2013
First Names Group acquires international trust busines
This is the second acquisition this year; the purchase of Moore Management, which completed in January, expanded the Group’s fund offering and presence into the Far East.
Wealth and Asset Management
04/04/2013
PwC Wealth Management Guru Financial Advisors Must Focus on Client Data Financial Planning
'Wealth managers need to "quantify" the trust clients are willing to place in them.'
04/04/2013
New Pershing Thought Leadership Offers Advisors Strategies to Improve Their Business Practices and Client Relationships
"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.
04/04/2013
Top 100 Billionaires Wealth Rose to $2.029 Trillion
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/04/2013
The chief executive's of a number of major ASX100 companies have seen their pay drop
"We have seen how some CEOs are receiving smaller incentive packages, which goes in line with weaker company performances," Elaine Prior, Citi Research Industry Thematics and ESG analyst said
04/04/2013
The Henley Group launches Select service
'Henley Select offers a unique bundle of services designed for individuals who wish to pay a fee for the financial advice they receive rather than have charges paid to their financial adviser through product related commissions.
04/03/2013
Charity clients to be retained in £50m sale of JO Hambro shares
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
04/03/2013
Banking on the Old to Serve the Nouveau Riche in Singapore
Many of Asia’s rich don’t fancy paying advisory fees to wealth managers as is the standard practice in Europe
04/03/2013
EFG International Moves To Expand Board Of Directors
EFG International nominates two new members for its Board of Directors
04/03/2013
World's wealthy see sense in Australia
Another strong market is Dubai, considered a safe haven in the troubled Arab world, while European markets are still suffering.
04/03/2013
Hong Kong UHNWIs' Real Estate Holdings Top US$43 Billion
Among assets, real estate continues to dominate Hong Kong UHNWIs' luxury portfolios
04/03/2013
Ex-Barclays advisory head plans low cost online wealth firm
People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR
04/02/2013
High Net Worth expectations across Europe - RESEARCH
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
04/02/2013
New Survey Finds Slight Difference Between Younger and Older Investors
Conducted in February, the Young High Net Worth Insights Survey reveals goals, behaviors and concerns of investors ages 18 to 35 with investable assets of $1 million or greater.
04/01/2013
Some private banks in Singapore have established a set of guidelines aimed at protecting themselves from tax criminals
The PBIG guidelines say that when a private bank takes on a new client, staff should determine whether there are any reasonable grounds for suspecting that the funds are proceeds from serious tax crimes.
04/01/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
04/01/2013
Bank Julius Baer says S American, Luxembourg business boosted
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
Towry announces strong financial performance in 2012
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Clariden Leu 'Europe' becomes Falcon Private Wealth
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
UK wealth managers starts south east push
The Bristol-based company is looking to service and grow its client base in the South East by opening an office in Caterham