11/12/2013
New Book Offers Seven Imperatives For Successful Family Wealth Management
The successful management of family wealth has always been a challenge, even in the best of times.
Wealth and Asset Management
11/12/2013
DeVere’s Green expanding Acuma operation into HK
The DeVere Group’s founder and chief executive is to expand the Acuma wealth management operation he bought earlier this year into Hong Kong next week
11/12/2013
GCC Has 61 Private Banks – New Report
Almost half of them 31 are International Banks, all located in Dubai, says study by Insight discovery.
11/11/2013
Smith & Williamson wins Citywire Performance Award for Steady Growth
Smith & Williamson ranks among the top ten independently owned wealth managers* in the UK, with over £14 billion of funds under management and advice (as at 30 September 2013).
11/11/2013
Nedbank aims to double Mideast client base by 2014
Nedbank Private Wealth is aiming to double its client base in the Middle East over the next year, with plans also afoot to expand into Asia
11/11/2013
Barclays Says Swiss Bank Is Vital for Wealth Management Unit
The Geneva-based unit isn’t profitable
11/11/2013
$900 Million Wealth Management Team Launches Fusion Family Wealth
All of our clients benefit from the scale of the Dynasty Network.
11/11/2013
Big Bonuses in Good Times Help Goldman Cut Pay in Bad Times -CEO
Goldman Sachs Group Inc can cut pay dramatically and maintain staff when times are tough because it pays so well in good times,
11/10/2013
Wealth and Discretionary Managers Drive Equity Fund Sales
Pridham Report says bumper equity fund sales down to wealth and discretionary managers after mass market ‘falls into advice gap’.
11/10/2013
The Cogs Driving the Investment Engines in UK Wealth Management
We have trawled the sector to identify the individuals with significant influence over fund selection processes at their companies.
11/10/2013
Standard Chartered cuts target as growth slows and regulation bites
Standard Chartered has been one of the best performing banks over the last decade, trebling in size and delivering compound annual income growth of 15 percent
11/10/2013
KPMG survey: Swiss banks need twice the AUM
The KPMG study was carried out jointly by KPMG and the Institute of Management at the University of St Gallen, and was based on a combination of interviews and an online survey.
11/10/2013
Top Talent Still Scarce in Wealth Management
When it comes to high-level wealth management talent, it’s still a seller’s market.
11/09/2013
Swiss banks on course to reinvent themselves
Banks such as Lombard Odier and Pictet have led the transformation
11/07/2013
Van Lanschot posts modest net profit
Client assets grow to € 51.8 billion
11/07/2013
UBS Pulls Away From State
UBS has repurchased a troubled asset fund handed over to Switzerland's central bank in the midst of the financial crisis, marking a symbolic end to state support for the country's biggest lender.
11/06/2013
Peregrine On Prowl For Acquisition Opportunity
Wealth and asset management company Peregrine said on Wednesday it was in talks with various companies and was looking to clinch an acquisition within the next six months.
11/06/2013
AXA Wealth Elevate assets top £7bn on record IFA sales
The strong performance follows a recent successful refresh of the platform aimed at giving it a new look and feel and enhanced accessibility for advisers, and their clients.
11/06/2013
Schroders wins back clients in third quarter
Profits for the nine months to 30 September hit £349.6m, also up sharply by 31% from 2012's figure of £266m.
11/06/2013
Julius Baer enhances presence in Panama
With this step Julius Baer will enhance its existing presence in this important market, enabling the Bank to capitalise on the growth momentum in Panama and other Latin American countries.