06/27/2014
The simple idea of charging a fee and not being paid based on the actions or products you recommend was a novel concept in the retail investment market, and it has paid off in spades.
06/27/2014
Quilter Cheviot marketing director Jane Seymour said the combined company decided on this route with both brands being ‘well-known and respected in our target markets'
06/26/2014
14 Ways to Woo the Wealthy
To gain a competitive edge, advisors pursuing clients among ultra-wealthy individuals and families are using an array of sophisticated techniques designed to build engagement with existing clients and garner interest from new ones.
06/26/2014
Residents of Cold Spring Harbor on New York’s Long Island, the couple shared their passion for sailing with their two children.
06/26/2014
Financial services firm WH Ireland has expanded its private wealth management business in a bid to grow assets under management.
06/26/2014
This has been a disappointing first half, with difficult trading conditions, particularly in financial markets," Mr. Sands said
06/26/2014
These moves are a real statement of intent for Jersey in this market
06/25/2014
This year emerging markets, frontier investments and especially Africa have gotten a lot of attention.
06/25/2014
Schroder's Invests in Online Wealth Manager
Venture capital firm Balderton, which has previously invested in online companies LoveFilm, Betfair and Zopa, is also involved in the fundraisin
06/25/2014
Private client wealth management firm merges Plymouth and Truro offices
The commitment to the county is very much intact
06/25/2014
The business will be relocated and fully integrated into European Wealth's head office in London
06/25/2014
This will comprise of an internal Corporate Sustainability Board and a revised external Sustainability Advisory Council.
06/25/2014
Much of this expansion will come from high-growth regions such as South America, Asia, Africa and the Middle East. PwC predicts between 2010-2020
06/25/2014
Strategy appears to be bearing fruit.
06/25/2014
The latest capital raise means the business has now attracted a total of $50m of shareholder investment.
06/25/2014
This growth was driven primarily by an increase in new clients and net new funds across the bank’s full wealth continuum platform that serves clients ranging from the emerging affluent to the region’s billionaires.
06/25/2014
The GFSC approved four open-ended funds, 14 closed-ended funds and eight non-Guernsey schemes between the start of January and the end of March.
06/25/2014
In an industry dominated by executives in their 50s and 60s, Collardi was 34 when he became chief executive officer of the country’s third-largest wealth manager.
06/24/2014
The recruitment drive follows the hire of six wealth managers for Bestinvest’s regional offices in the first half of 2014.
06/24/2014
The majority of wealthy Americans claim to be self-made, but the next generation will gain significant riches from inheritance as some $15 trillion in assets pass down family trees over the next 20 years.