06/20/2012
RBC Wealth Management’s British Isles Trust and Fiduciary Services business has been named on Private Client Practitioner’s list of the Top 25 Trust Companies for the second successive year.
06/20/2012
Swiss private bank axes 100 jobs
Switzerland's $2.1 trillion wealth management sector has been consolidating since the financial crisis, as an increase in costs and regulation coupled with lower asset values and pressure on margins force some institutions to trim staff costs.
06/20/2012
Leading private bank launches philanthropy consultancy
Dame Stephanie Shirley OBE, a British businesswoman, and Haldun Taşman, a Turkish businessman and the founder of the Turkish Philanthropy Foundation (TÜSEV) were also in attendance.
06/20/2012
Thailand's largest securities firm set to focus on wealth management
The brokerage has about 80,000 accounts, of which 50,000 are actively traded.
06/20/2012
MWM scores well on both these counts. It gives you an overview of your account that groups holdings according to the broad asset class they fall into – shares, bonds, funds, ETFs structured products and cash – and it also illustrates how your
06/20/2012
income earners gathered for a private fashion show at the Plaza Hotel in Midtown Manhattan for the latest line from designer Douglas Hannant.
06/20/2012
Assets under management rose to £1.5bn at 31 March - up from £1.3bn last time.
06/19/2012
Financial planning-led IFAs will pose serious competition to traditional wealth management firms that have been slow to adapt to regulatory change, a report from KPMG has claimed.
06/19/2012
A Sarasin spokeswoman says Barki has taken early retirement for family reasons.
06/19/2012
Earlier this month the FSA published its final guidance on independent and restricted advice under the RDR.
06/19/2012
Speaking at the event was Sir Ronald Cohen, Chairman of Big Society Capital, Britain's first social investment bank. Sir Ronald was joined by Faisel Rahman, Managing Director of the social business Fair Finance and James Perry, CEO of Panaphur, a fam
06/19/2012
Swiss asset manager Pictet Asset Management (PAM) is expanding its Asian business as part of its bid to strengthen its presence within the region, driven by recent significant acquisitions in Hong Kong, South Korea and Taiwan.
06/19/2012
Wealth-X has released a report on the ultra high net worth (UHNW) population in the United Kingdom.
06/19/2012
Global high net worth population increased slightly in 2011, their investable wealth declined.
06/19/2012
The ADIB Wealth Management Solutions Centre is simple and an interactive online portal where visitors can access information and tips on savings and investment.
06/19/2012
Believing YCO would be a safe haven in turbulent times, investors pumped millions of pounds into the luxury boat broker, which has had an impressive range of super rich clients including the billionaires Roman Abramovich and Sir Phillip Green.
06/19/2012
India is ranked 55th in terms of only direct deposits as well, while it is placed much lower at 76th rank for fiduciary funds, where the top-ranked jurisdictions include West Indies,Panama, UK, Saudi Arabia, Bahamas, Liberia, Cayman Islands,UAE, Turkey, R
06/19/2012
Fine wine is increasing in attractiveness as an asset class for global private wealth investment, according to US-based specialist firm Trellis Wine Investments, which reports an annualised non-correlated return of 11.33% over the past 10 years.
06/19/2012
Most young, wealthy Americans believe it's important to pass money on to their heirs. They may be disappointed to learn that their parents don't feel the same way.
06/19/2012
Switzerland’s central bank suggested Credit Suisse should raise fresh equity from shareholders, scrap its dividend or shrink its risk appetite further.