03/06/2013
While some people view charitable giving as a nice thing to do, the overwhelming majority of ultra-wealthy individuals see charitable giving as a necessity, according to a poll released today by SEI.
03/05/2013
Explore and suggest how to align a growth strategy with operational processes
03/05/2013
The deal will see London & Capital’s suite of ten actively managed and risk-graded growth portfolios, and three income portfolios, made available to advisers using the Aviva platform.
03/05/2013
Brazilian bank Safra and Chinese rival ICBC are also bidding for BSI, two of the people said.
03/05/2013
Search for a financial advisor by such factors as geography, specialty, professional designation, and the types of financial planning or investment services they offer.
03/05/2013
London and New York remain the top destinations for the world’s ultra-high net worth individuals to live and invest in but Asian cities are fast catching up, says Knight Frank’s seventh annual Wealth Report.
03/05/2013
On a net basis we will more than double our staff in Asia between now and 2015
03/05/2013
Assets under management rose across the board for the six big banks that have reported first-quarter earnings - Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, Bank of Montreal, Canadian Imperial Bank of Commerce and National Bank of Can
03/05/2013
I can’t support the proposal currently on the table
03/05/2013
"We believe that the fact that these acquisitions will be internally funded provides us with a far more robust and secure framework.
03/04/2013
About 1,800 positions will go this year at the firm’s investment bank and 1,900 in its loss-making European consumer and business banking unit.
03/04/2013
UK will find it hard to block EU decision to cap City bonuses
03/04/2013
Net income was 86.7 million Swiss francs ($92 million), compared with a loss of 95 million francs a year earlier, the Zurich-based company said today in its annual report.
03/04/2013
Standard Chartered has announced a tenth consecutive year of income, profit and dividend growth.
03/04/2013
The partnership will see the firms grow a new corporate offering.
03/04/2013
Other analysts are a little less optimistic saying only time will tell whether the lender is successful at improving its wealth management business, though the bigger lenders tend to benefit from the perception they are safe to invest with.
03/03/2013
Governments across Europe are considering limits to manager compensation after using taxpayer money to aid banks and corporations during the financial crisis.
03/03/2013
The Government signalled its growing anger over European Union plans to impose a cap on pay for bankers this weekend when a senior minister with close ties to the Chancellor said that hundreds of thousands of British jobs were being put at risk.
03/03/2013
Old Mutual's new look
Adjusted operating pre-tax profit rose 18 per cent to £1.61bn on an IFRS basis.
03/03/2013
How to Get High Net Worth Clients – and Mass Affluent, Too
Mass Affluent investors are looking for the same services that Millionaires have come to expect. When you learn how to get high net worth clients, you'll attract the Mass Affluent, as well.