02/17/2014
Societe Generale Securities Services launches complete AIFMD reporting package for asset managers
This new offer responds to the different needs of its asset management clients, allowing them to concentrate on their core investment activities whilst ensuring they are fully compliant with AIFMD.
02/17/2014
Standard Chartered executive ready to tackle new challenges head on
Peter Sands faces task of keeping up the growth momentum amid slowdown in some of lender’s key markets
02/17/2014
Swiss based wealth manager expands foothold into gulf market
The Swiss based company built on the foundation of client trust, in addition to the preservation and growth of its clients' wealth, now boasts offices in almost every corner of the globe.
02/17/2014
Property giant opens Hong Kong office, goes after HNW investors
This follows the opening of its Singapore office in September 2013 which also drew interest from HNW investors in that city state.
02/17/2014
Credit Suisse Australia and strategic partner First NZ Capital have launched a new small-cap business.
02/17/2014
Swiss fund manager slashes prices in UK strategy rethink
Swiss fund manager is aiming to firmly establish itself in UK after pricing overhaul
02/17/2014
Emirates NBD PJSC the United Arab Emirates’ biggest bank, is aiming for annual profit growth of at least 10 percent at its wealth management business after earnings at the unit tripled during the past two years.
02/17/2014
Bellpenny's advisers can now access a suite of low-cost model portfolios through a partnership with Charles Stanley.
02/17/2014
Investment Diamond Exchange, a Los Angeles based firm that specializes in the facilitation of rough and polished diamond transactions, recently expanded its workforce in response to the increasing number of hedge funds and other financial institutions ac
02/14/2014
How much are they charging? New research reveals what the big firms cost
New research has highlighted the wide variance in fees charged by large wealth managers and adviser firms.
02/14/2014
The race for Jupiter’s wealth management arm now stands between Rathbones, Brown Shipley and Close Brothers Asset Management.
02/14/2014
Mark Biddlecombe the client services director for Nerine in Guernsey attended the Private Wealth Leaders India conference in London on 29 January as a panellist.
02/14/2014
Fidelity Shutters Private Wealth Management Unit
David Lamere's short-lived and mysterious stint as head of Fidelity Private Wealth Management has ended, and the division itself has been shut down as a stand-alone unit, Financial Planning has learned.
02/14/2014
Monier says: “Traditional approaches can over-expose investors to equity risk and may not be dynamic enough to cope with today’s markets. By balancing risk with a diversified approach, we aim to keep clients’ portfolios balanced and not
02/14/2014
Ex-Glencore Trader Taps African Wealthy for Swiss Private Bank
Says he is using the contacts he made during 20 years as a commodity trader to attract millionaire private-banking clients in Africa.
02/14/2014
Barclays Wealth team moves into new offices
"We are well placed to advise across a wide range of circumstances: from entrepreneurs looking to take the next step with their business or families seeking support on inheritance and succession planning."
02/14/2014
What’s in a name? Wealth management brands v boutiques
Wells Fargo has retained its crown as the world’s most valuable banking brand in BrandFinance’s Banking 500 for 2014.
02/14/2014
Everton Football Club inks deal with South African wealth management company
As one of the Club’s first official cup sponsors, the deal will see Warwick Wealth advertising around the perimeter of the pitch at Goodison Park and will also include sponsorship of exclusive video content on evertonfc.com.
02/14/2014
Individuals who live in affluent areas more likely to spend compulsively, less likely to save
02/14/2014
The duo have been appointed senior investment managers in Edinburgh and will join Charles Mullins, the office’s head of wealth planning.