10/13/2013
Investec offshore unit sale to Salamanca nears
The pair are thought to be close to signing a deal for the transfer of the business, which could be announced as soon as Sunday
10/13/2013
The Swiss financial services firm is shedding 10,000 staff but hopes to double the value of invested assets of Asian clients in the next five years
10/13/2013
WEALTH management was seen as one of the great Australian growth industries of the 21st century.
10/13/2013
Today,these teams comprise 190 professionals dedicated exclusively to designing and developing international wealth planning solutions for wealthy individuals and families, responding both to their personal and professional needs.
10/13/2013
Wealth Solutions of Edgbaston has acquired a Redditch-based independent financial adviser Langley Financial Planning.
10/12/2013
In a sign of Downing Street's determination to reset relations with Beijing, which unofficially downgraded Britain's status after David Cameron met the Dalai Lama last year
10/12/2013
The billionaire owner of a Bermuda-based fund management company has been named as the wealthiest man in South Africa and the second-wealthiest in the entire continent.
10/10/2013
China will launch a pilot programme next week aimed at shattering a widespread assumption among mainland investors that products
10/10/2013
Virtuo Wealth Management, an IFA firm specialising in ethical investment, is looking to fill a gap in the auto-enrolment space with the launch of an ethical pension for companies.
10/10/2013
Private client work is a time-honoured practice with some of today’s leading firms dating back to the 18th century.
10/10/2013
JPMorgan Chase & Co reported a rare quarterly loss after incurring $9.2 billion in legal expenses
10/09/2013
Aviva has raised $2.6m through the sale of its US life and annuities business to life company Athene.
10/09/2013
Here's Where The World's Richest 0.00001387015% Live
Total global wealth grew by 4.9% from mid-2012 to mid-2013, but the number of millionaires in the world grew by 6.1% during the same period, and the number of UHNW individuals rose by more than 10%.
10/09/2013
They are currently in the process of recruiting two members of staff to join their expanding team.
10/09/2013
Coutts creates advisory board for its Middle East business
The board aims to help broaden and shape Coutts’ plans, aiding hiring and driving financial performance by strengthening client relationships.
10/09/2013
AsianInvestor is due to host its second annual roundtable today to explore the evolving relationship between private banks and fund houses.
10/09/2013
The Centralisation of Investment Processes and a move towards model portfolios are two undeniable trends in private client investment management over the past five years.
10/09/2013
The Group continues to perform in line with management's expectations.
10/09/2013
The European funds industry garnered net inflows of €3.5bn during August, with Deutsche Asset and Wealth Management the best selling group over the month with sales of €1.2bn according to Lipper.
10/09/2013
It is still the “traditional” residential destinations, such as the south of France, Italy and the Caribbean that take the top spots of the most desirable places for the wealthy to buy a second home.