10/08/2013
AMP's Craig Meller Will Have A New-Look Management Team When He Assumes The Top Job In January
He said it reflected the company’s plan to build a “leaner, more efficient and increasingly customer-driven organisation
Wealth and Asset Management
10/08/2013
Global wealth jumps to record - Credit Suisse Research
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/08/2013
Price eyes sale of Alpha to PosSol IFA as he readies for retirement
‘I am full of enthusiasm about the business, and I just wished I was 20 years younger,’
10/08/2013
IMF sees mounting risks from US monetary policy and euro crisis
As the IMF released its Global Financial Stability Report, it said that it was expecting both rising interest rates and market volatility
10/08/2013
Sterling Acquisition to Give Umpqua’s Private Banking Biz a Boost
Umpqua Bank’s plan to grow the private banking business to 10 times its size by 2018 may shift into high gear if its parent company’s planned acquisition of Sterling Financial Corp. is approved.
10/08/2013
Advisers upbeat on UK economy but wary of rising rates
Advisers are increasingly confident about the UK economy although worries over interest rates are on the rise
10/08/2013
Rising Wealth Inequality Is Bad, But Liberal 'Solutions' Are Much Worse
The increased concentration of income and wealth simply reflects the economy's effort to adapt to bad monetary policy.
10/08/2013
7IM and Raymond James to Join Auto Re-Reg Move
Pershing to roll out automated systems for re-registration to platform clients later this year.
10/08/2013
Bellpenny gains £75m FUM with IFA Meridan Park acquisition
The deal - Bellpenny's 11th - takes the company to £1bn funds under management.
10/08/2013
Invesco Announces September AUM
Invesco Ltd. today reported preliminary month-end assets under management (AUM) of $745.5 billion, an increase of 3.6% month over month.
10/07/2013
Why Barclays’ Decision To Revamp Wealth Management Operations Makes Sense
Horrell plans to exit from as many as 130 countries over the next three years
10/07/2013
UBS Adviser Breaks Away To Form Independent Firm
The firm said the move was driven by a desire for access to new technology, a broader choice in clients and independence as a fiduciary adviser to its 119 family clients, who are based around the country.
10/07/2013
Solid first half of 2013 for Bank REYL
Consolidated revenues totalled CHF 59.1 million over the same period, registering a 64% increase on an annualised basis.
10/07/2013
Philippa Gee: Why We have Gone Directly Authorised
Well our big news is that, as of the beginning of October, we are now Directly Authorised
10/07/2013
Wealth Management Advice Should Be Improved, U.K. Regulator Says
The chairman of the U.K. markets regulator said there is room for improvement in the selection of client investments by wealth managers.
10/07/2013
Bankers admit the rich are getting richer
Majority of Canada's affluent say they are better off today than before the 2008 downturn.
10/07/2013
Lazard vs Rothschild vs STJ Advisors
With the return of the market for initial public offerings in Europe this year, so also comes a heightened level of competition among its participants.
10/06/2013
Coutts hosts client investment lunch
The discussion centred around four main themes including eurozone stability which is looking better, the interest rate outlook which we are expecting to stay low for a long time, trends in dividend yields and equity market valuations.
10/06/2013
Ventures Africa Launches Most Comprehensive 'Africa Rich List' Ever Compiled
Many more African billionaires than previously thought
10/06/2013
IFA launches ethical portfolios which donate portion of AMC
Under the scheme the client chooses a percentage of their annual gain to donate to charity and that will be matched by TAM which will give the same percentage of its management fees.