03/04/2014
Close Brothers pledges to support family businesses
Close Brothers Asset Management is in the process of launching a host of initiatives which the firm said would help wealth managers communicate key issues to clients and prospects.
Wealth and Asset Management
03/04/2014
Scotiabank Q1 Profit Rises Amid Growth In Wealth Management, Canadian Banking
Canadian financial services provider Bank of Nova Scotia or Scotiabank Tuesday reported increased profit for the first quarter, supported by the Canadian Banking and wealth management businesses, even as provision for bad loans increased.
03/04/2014
Legg Mason Announces Acquisition Of QS Investors
Legg Mason, Inc. today announced a definitive agreement to acquire QS Investors, a leading customized solutions and global quantitative equities provider based in New York
03/03/2014
Ireland’s leading independent investment management firm up for sale with €10m price tag
It was further suggested that wealth manager Brewin Dolphin may also bid.
03/03/2014
UBS Wealth, Templeton buy China property firms
The rout in China developers that sent valuations to record lows is spurring UBS Wealth Management and Templeton Emerging Markets Group to say it's time to buy.
03/03/2014
Nedbank sees opportunities in inclusive private banking
If you thought private banking is meant only for those who have a few of millions of dollars to spare, it is time you got familiar with Nedbank Private Wealth
03/03/2014
Julius Baer CEO's 2013 Pay Lowered
Swiss Bank Chief's Pay Cut Follows Rebuke from Shareholders
03/03/2014
Quilter Cheviot's Liverpool team in line for top industry award
Regional Stars Awards are voted for by hundreds of financial advisers across the UK
03/03/2014
Rich Asians are lagging their counterparts in Europe
Rich Asians are lagging their counterparts in Europe when it comes to investing in real estate despite the fondness of owning land that exists in Asian cultures
03/03/2014
Wealth Advisers Offer Offshore Investors a Safe Haven in the U.S.
The recent local currency turmoil in many emerging markets has led to renewed interest among wealthy families in socking away assets in another country.
03/03/2014
STEP launches 2014/15 Private Client Awards
'We want to acknowledge excellence and outstanding work and celebrate professional achievement.
03/03/2014
PAM AWARDS: Bank of the West Named Best Private Bank in North America
"We've earned a strong reputation as a dynamic team of experienced and tenured advisors who serve as our clients' trusted partners. This award validates that we are hitting the mark."
03/02/2014
Hargreaves Lansdown reveals the 27 super clean funds on 150+
The combined average management charge of these super clean funds is 0.54% and includes products run by high profile managers such as Angus Tulloch, Adrian Frost, Tom Dobell, Richard Buxton, Harry Nimmo, Leigh Harrison, Stephen Harker and Giles Hargreave
03/02/2014
Hargreaves reveals low charge fund deals in price war
Hargreaves Lansdown has revealed the 27 funds on its 'Wealth 150' list for which it has arranged reduced annual management charges for its customers.
02/28/2014
YBR doubles wealth management revenue
Yellow Brick Road (YBR) has more than doubled its wealth management revenue in the six months to December 30, 2013.
02/28/2014
Old Mutual announces acquisition of 3,000 adviser firm
The move, first tipped by Money Marketing in December, will see Intrinsic retain its brand and management team.
02/28/2014
Cantor Fitzgerald makes big splash in wealth management
"FCFA is a highly-respected and established brand that clients have grown to trust.
02/28/2014
Anti-Money Laundering risks and wealth management by Field Fisher Waterhouse
Banks are well aware that money laundering risk must be addressed in the context of wealth management.
02/28/2014
Emerging markets gaining attention of high-net worth investors
Over the past few years, emerging markets have trailed the S&P 500 badly.
02/28/2014
Rothschild first among equals in independent equity advice
Nowadays, these independent equity advisers aim to guide executives, founders and private equity owners through their strategic choices in regard to exits, particularly during initial public offerings.