11/19/2014
Independent wealth management firm poaches top manager in Westcountry expansion move
An Independent wealth management firm has poached an investment manager from a competitor to become a cornerstone of its Westcountry expansion.
11/19/2014
The change has come about after a review of the trust's investment policy by Schroders, with shareholders voting in favour of the change at its annual general meeting on 14th October.
11/19/2014
Wealth manager seeks acquisitions ahead of pension reforms
Consolidation within the wealth management industry will be driven by how well prepared firms are for the opportunities presented by next April’s at-retirement reforms
11/19/2014
Citywealth has won a Silver 'Stevie' Award for its work with women in business.
11/18/2014
Family wealth is big business
One area they are focusing on is family offices, which are structures set up specifically to manage a family's wealth
11/18/2014
Paragon Bank moves into wealth management
The addition of the wealth management group will increase Paragon's offerings company-wide, with individual retirement and investment planning as well as small business strategies.
11/18/2014
Here's What Credit Suisse Is Saying About Stocks To Its Private Banking Client
Credit Suisse says no. Despite the recent turmoil, equities remain the preferred asset class of the bank’s Private Banking and Wealth Management division.
11/18/2014
The Rise of South East Asia’s Affluent
Labuan International Business and Financial Centre (Labuan IBFC) and the Financial Times today hosted the ASEAN Wealth Management Summit 2014 at the InterContinental Hotel in Singapore.
11/18/2014
Wealth management consultancy service predicts ascendancy of active management
Wealth management consultancy service has forecast a return to active managers beating passive funds in the next five years.
11/17/2014
Exclusive auction preview of Christie's Post-War & Contemporary Art sale was featured on Tuesday
11/17/2014
Another Widening Gap: The Haves vs. the Have-Mores
Philip Rushton has been selling private jets to the global rich for more than three decades.
11/17/2014
Swiss fund firm launches in Edinburgh
A Swiss banking group is making a move on the Scottish market with the opening of an asset management and sales operation in Edinburgh.
11/17/2014
Leading ME bank announces new private banking head In The Gulf
He was previously Managing Director and Co-Head of the Onshore UAE market as well as Head of Royal Accounts.
11/17/2014
Black money trail goes much beyond Swiss Alps to many island nations
As India expands its probe into suspected black money stashed abroad, the trail appears to have gone much beyond the Alpine mountain ranges of Switzerland to various island nations and global financial centres like Dubai, Singapore, Luxembourg and Cyprus.
11/17/2014
Deutsche Bank bets on Hong Kong for wealth management
Financial reform and stock connect cited as key factors behind decision
11/17/2014
Wealth managers face ‘sweeping changes’
A lack of trust among rich clients is leading investors to hold more money in cash and bypass wealth managers altogether by investing directly in property and private equity.
11/17/2014
Pictet looks to expand in London
Geneva-based private bank Pictet is planning to double the size of its team in London.
11/17/2014
Headhunters confirmed several Swiss private banks are expanding in London, now bank secrecy in Switzerland is on the way out.
11/17/2014
Efficiencies Needed to Support Europe's Wealth Management Growth
This means front line productivity and operational efficiency need to be further increased to address industry-wide cost increases and declining revenue yields.
11/17/2014
The list was compiled by the Bloomberg Rankings team based on a survey of more than a thousand firms worldwide, and using a database obtained from the Portland, Oregon-based Family Offices Group.