12/10/2014
Advisors Focus On Older Millionaires, Female Clients, Report Says
The report, Innovation in Wealth Management Practice, states that firms looking to stay competitive in the post-recession are providing more customized services.
12/10/2014
Citi Private Bank in Spain, which manages mainly high net worth wealth, is launching an investment club together with local partner Mazabi to help clients into property assets that could be worth as much as €400m in total.
12/10/2014
Bitcoin Investment Trust, an investment fund focused on the digital currency for high net-worth individuals, has won the bidding for 48,000 Bitcoins auctioned last Thursday, Brendan O'Connor, managing director of the SecondMarket exchange, said on Tu
12/10/2014
“We believe that entrepreneurs are critical contributors to the economic growth of South Africa. This is why we’ve created something that is relevant for this sector, and the best part?
12/09/2014
The IFWM is the first-of-its-kind interactive e-learning program that will give Financial Advisors the resources, process and knowledge to transform individual relationships into family relationships.
12/09/2014
Many financial advisors have embraced coaching for a number of reasons such as having a better work/life balance.
12/09/2014
Philanthropreneurs such as Pierre Omidyar and Steve Case solve social and environmental problems by bringing money and expertise together
12/09/2014
Roman Avdeev was also awarded the title “Legend of the Industry” and as always, the legendary brand Chivas Regal had the honor to present the award to the laureate.
12/09/2014
Investors continue to state that ‘independence’ is an important factor when choosing a financial adviser, according to new research from 2plan Wealth Management.
12/09/2014
An initiative of the global LGBT business advisory firm Out Leadership, the Summit brings together executives from leading financial institutions to share strategy around issues vital to LGBT equality and critical to creating marketplace opportunity.
12/09/2014
The United States Mint has announced the year end ordering policy for 2014-dated gold and silver bullion coins as well as the on-sale dates for upcoming 2015-dated bullion coins.
12/09/2014
When You Should Fire Your Private Banker
Before bouncing a seemingly unsatisfactory financial advisor, do some soul searching. Sometimes the biggest issue in your relationship could be your expectations.
12/08/2014
Swiss group Vontobel Asset Management has launched a dedicated commodities fund aimed solely at the energy, industrial metals and precious metals sectors.
12/08/2014
Fears about the tax have spurred wealthy individuals and families to delay buying properties ahead of the General Election, pushing up rents in central London
12/08/2014
Now in its 4th year, the list celebrates 20 influential female leaders, groundbreakers and ceiling crashers who are transforming the continent from their communities.
12/08/2014
Wealth management remains at a germinal stage in China
China's wealth management channels have gradually expanded in recent years
12/08/2014
Wealth management firms struggled to translate a healthy rise in assets in the third quarter into earnings.
12/08/2014
A report from the New City Initiative has underlined the detrimental impact of regulation on the asset management industry.
12/08/2014
SIFA, which was established in 1992, seeks to bring together solicitors and professional impartial financial planners to provide complementary legal and financial services. It now supports more than 170 firms across the UK.
12/08/2014
RBS launches sale of Coutts, invites bids before Christmas - sources
First-round bids are due before Christmas, they added.