03/25/2014
Wealthy Families See Attractive Opportunities in Commercial Real Estate
Institutional capital has been pouring into the commercial real estate sector recently, helping push investment sales volumes up each year since the downturn.
Wealth and Asset Management
03/25/2014
F&C: responsible investment ‘continues to gather momentum’
Responsible investment “continues to gather momentum globally”, driven by investor values, risk management and the introduction of stronger codes and standards.
03/25/2014
CTC Consulting | Harris myCFO Earns Two Industry Awards
These awards demonstrate the industry-leading excellence of our organization and highlight the depth and breadth of our comprehensive multi-family office services
03/24/2014
Standard Life in talks to buy fund manager Ignis
If a deal was done, it would make Standard Life one of the UK's biggest investment managers
03/24/2014
C. Hoare & Co hit by 'fake uniforms' scam by fraudsters
C Hoare & Co has alerted customers to the ploy and urged them to tighten security as it strengthens its own defences.
03/24/2014
Credit Suisse Eyes 500 Private Bank Job Cuts
"Credit Suisse has been working on efficiency measures for some time," said a Credit Suisse spokesperson to Reuters, without confirming the report.
03/24/2014
Miton's AUM surge 73.5% on back of PSigma acquisition
Miton Group saw assets under management surge by 73.5% to £3.1 billion in 2013 on the back of its acquisition of PSigma.
03/24/2014
Ascent Private Capital Management Wins Family Wealth Report Award for Best Brand Launch/Relaunch
U.S. Bank Wealth Management, ranked among the top 20 U.S. wealth managers,* announced today that Ascent Private Capital Management of U.S. Bank was recognized for the most effective and innovative brand launch in the “Brand Launch or Relaunch&r
03/24/2014
Middle East HNW's lack awareness on diversification
Although the very rich in the region have a strong appetite to grow their wealth, many of them still lack the awareness of the importance of diversifying their assets
03/24/2014
Safra's Swiss Private Bank Targets Growth After Sarasin Merger
Clients assets under management were CHF 131.4 billion at 31 December 2013 compared to CHF 129.6 billion at 31 December 2012.
03/24/2014
Global Asset Management Urges Diversification to Avoid Over Exposure to Canadian Market
Global real estate attractive, avoid risks of downdraft after long run of high returns
03/24/2014
Future of wealth management to be explored at Jersey Finance private client conference
Global developments in the information exchange arena, together with evolution within wealth management strategies, and structures in growth markets around the world are set to form the focus of the Jersey Finance Annual Private Client Conference in Londo
03/24/2014
Payouts on the rise for wealth management executives
Major firms boosted payout for their top managers last year as they place more emphasis on advice division.
03/24/2014
Nerine secures two private wealth clients moving away from bank-owned structures
There is an increasing trend in the trust sector for private clients, looking to secure their wealth for the future, to seek out independent fiduciaries not ties to a parent bank
03/23/2014
Asset managers could win big in UK pension overhaul
UK retirees will no longer be compelled to convert their retirement savings into an annuity contract.
03/23/2014
Wealth management companies merge
Pinnacle Private Wealth, a Woburn-based firm which provides customized wealth strategies for businesses and individuals, has merged with Wachusett Wealth Management of Leominster.
03/21/2014
BNY Mellon Wealth Management Named Top U.S. Private Bank and Top Private Bank Serving Family Offices
The London-based trade publication serving the wealth management and family office industry announced the awards at its inaugural gala dinner on March 13.
03/21/2014
Global investors 'feeling confident'
Macquarie Private Wealth says global investors are feeling confident about the world's growth prospects this yea
03/21/2014
BMO Private Bank Asia Named Best New Private Banks in Hong Kong and Singapore
BMO's private banking operations in Asia acknowledged for innovative products and services, ability to meet client and business needs, and comprehensive financial and investment solution
03/21/2014
Bellpenny wins £322m funds under management in acquisition
Deal marks 17th acquisition by IFA consolidator