12/18/2014
Baring Alpha Funds an umbrella type investment company owned by Baring Asset Management has doubled its directors' fees from €25,000 to €50,000 to reflect their greater regulatory responsibilities.
12/17/2014
The wealth management sector is failing to properly disclose percentage charges
12/17/2014
Houston's wealthy also captured the attention of out-of-towners like New York-based Bessemer Trust
12/17/2014
Vision Wealth Capital launches exciting new growth potential in the Middle East
12/17/2014
A $30 rise in the so-called ticket charge may not sound egregious but transactions can quickly add up
12/17/2014
Wealth management firm AFH has raised £1.9m of unsecured loan notes to assist its acquisition of adviser firms
12/17/2014
Wealth managers are risking the regulator’s stick with their opaque disclosure of costs
12/17/2014
Brewin Dolphin's Senior Management provide their forecasts for 2015
12/16/2014
The move will not affect existing investment teams or investment processes.
12/16/2014
The primary reasons self-directed investors do not consult a financial advisor are either cost considerations or they think they can do a better job.
12/16/2014
Switzerland's banking sector, facing the end of the secrecy that was once the bedrock of its business, is turning to China as it seeks new markets for the future.
12/15/2014
Along with stock and real estate portfolios, the global rich are now buying a new form of economic security: passport portfolios.
12/15/2014
Two years after Julius Baer snapped up the international wealth management business of Merrill Lynch, its chief executive is feeling vindicated.
12/15/2014
HSBC said in June it was selling $12.5 billion of private banking assets in Switzerland to Liechtenstein's biggest bank LGT Group Foundation [LGTGFB.UL] but was committed to Switzerland as an international centre for its global private banking busine
12/15/2014
New research conducted among high net worth individuals in the UAE has revealed that over three quarters prefer to spend money on quality experiences rather than owning yet more luxury items
12/15/2014
Formula One champion Michael Schumacher has been dropped by wealthy sponsors following a ski accident in France almost a year ago which left him in a coma, according to a Swiss news website.
12/15/2014
For Julius Baer, Formula E, with its visionary approach and global reach, is an ideal sponsorship platform
12/15/2014
Swiss scion targets Middle East
The family-friendly approach is one of the selling points Lombard Odier is using in its push into private banking, wealth and asset management in the region.
12/15/2014
A recent survey by the research consultancy Insight Discovery identified about 60 private banks battling each other for increasingly sophisticated business, overwhelmingly from bases in Dubai.
12/15/2014
Three employees from Canaccord Genuity Wealth Management in the Channel Islands have been included in the Citywire Top 100 Fund Selectors list for 2014.