10/28/2015
For ultra-high-net-worth individuals, defined as those investors with a minimum of £6.5m assets, almost 10 per cent are demanding to pay time-based fees instead of paying on a transactional basis.
10/28/2015
Managing a private fortune of $80 billion is still wealth management, but there are some caveats, the Financial Times writes.
10/28/2015
KBII opened its first U.S. office in New York, with San Fransisco following in 2013; the new Boston office means the firm is ideally placed to service its growing North American client base, from the East Coast to the West Coast, and into Canada, where it
10/28/2015
Bank also highly commended for Outstanding NRI/Global Indians Offering
10/28/2015
Family office services are now accessible to a larger spectrum of wealthy individuals and families who previously would not have benefitted from it.
10/28/2015
Barclays has launched an initiative to showcase its investment insights and create debate over wealth management.
10/28/2015
When completed, these deals are expected to grow Stifel's advisor ranks by nearly a third.
10/27/2015
Morgan Stanley Private Bank, National Association Receives an Outstanding on its First-Ever Rating from Office of the Comptroller of the Currency for Community Reinvestment Initiatives
We will continue to leverage our capital markets expertise in support of innovative development programs
10/27/2015
Former Wellian boss launches consultancy
He stepped down from Wellian in May following the acquisition of the company by Harwood Capital Management.
10/27/2015
“Our partnership with Baring Asia brings a new and exciting chapter for the Vistra Group. With their support, we can continue the success and growth of the firm to the satisfaction of our clients, our employees and our shareholders. We very much lo
10/27/2015
The awards, in association with Gaggenau, celebrate the innovations and successes of entrepreneurs, philanthropists, private bankers and more
10/27/2015
The company issued a strong denial of the claims
10/27/2015
Former wealth management adviser spills the beans on the super rich
Users on questionandanswer site Quora wanted to know just what it’s like to be up close and personal with the extremely wealthy.
10/27/2015
The CEO of Chase Wealth Management has left under mysterious circumstances two years after being named to the post.
10/26/2015
In a note to investors, Peter Lenardos, managing director at RBC, acknowledged the firm was “in a weak position, hampered by ongoing net outflows that are having an adverse impact on profitability”. But he said a sale process “would be a
10/26/2015
Standard Chartered will phase out the businesses in January after exiting from institutional cash equities, equity research and equity capital markets
10/26/2015
Swiss private bank placed in bankruptcy by FINMA
FINMA was obliged to take this measure as the bank is at risk of becoming overly indebted.
10/26/2015
With M&A activity tracking to record-breaking highs in 2015, a majority of buyers are repeat customers.
10/26/2015
U.S. buyout group General Atlantic has agreed to buy a 21.6 percent stake in India's IIFL Wealth Management for 11.2 billion rupees ($173 million), the first private equity investment in the country's fast-growing wealth management business.
10/26/2015
But those advisors are big producers in large markets where Raymond James has a small presence.