10/27/2013
Its investment team includes chief investment officer (CIO) Shaun Port, who has 20-years’ experience devising investment strategies, and renowned economist John Kay.
10/27/2013
Psigma Investment Management today announces the completion of the acquisition of AXA Framlington’s private client business.
10/26/2013
Swiss banks and industry representatives are increasingly cautioning bankers who have worked with US clients to refrain from travelling outside Switzerland, the paper reported.
10/26/2013
Belgian tax inspectors are claiming more than 367 million euros in taxes from wealthy Belgians who kept accounts with HSBC Private Bank in Switzerlan
10/23/2013
Shifting market dynamics are driving increased demand from U.S. financial advisors for more innovative strategies to help investors balance risk and return
10/23/2013
Net income rose 79 percent to 454 million Swiss francs ($509 million) from a year earlier as an accounting charge related to the bank’s own debt wasn’t repeated, the Zurich-based bank said today.
10/23/2013
Continued strong momentum with record funds under management of £41.8 billion
10/23/2013
A major factor behind this performance is rising markets, which have boosted sentiment across the sector given these firms' earnings capacity in intrinsically linked to equities.
10/23/2013
Skandia has scrapped plans to purchase minority stakes in advice firms but could consider buying a large adviser or building a distribution arm from scratch.
10/23/2013
Data from Findawealthmanager.com revealed that while private clients were feeling negative about the rise of house prices compared to wage growth
10/23/2013
It means the financial planner becomes integral to the private client service of the lawyer
10/23/2013
Thesis Asset Management is launching a service that seeks to bridge an underlying client’s relationship with their lawyer.
10/23/2013
In 2013, RBC Global Asset Management was the team with the highest TopGun ranking in the country
10/23/2013
Independent asset managers may at least triple the funds they oversee in Asia as demand for specialized products rises
10/23/2013
Analysis by Aite Group has pointed to a growing desire by Switzerland based wealth managers to reconnect with US clients
10/22/2013
Berry Asset Management confirmed today that it has signed up for the Asset Risk Consultants‘Suggestus’ service, and become one of a select band of wealth managers to receive the ARC ‘Approved Due Diligence Kitemark’.
10/22/2013
This was among a wide range of findings in the UBS/Campden Wealth Asia-Pacific Family Office Survey 2013
10/22/2013
The Paris-based firm is seeking a distribution partner to help boost its AUM by over a third in Asia, as it prepares to launch a new Luxembourg fund.
10/22/2013
The sale of BSI, which has an estimated book value of 2.3 billion Swiss franc
10/22/2013
Societe Generale thus aims to capitalise on its businesses to provide its Morocco-resident clients with a full range of tailor-made banking services, investment and financial advisory and wealth management know-how."