10/22/2013
Societe Generale thus aims to capitalise on its businesses to provide its Morocco-resident clients with a full range of tailor-made banking services, investment and financial advisory and wealth management know-how."
10/22/2013
Investors across all wealth segments reported higher levels of satisfaction with their advisors
10/22/2013
European bankers could be paid bonuses of up to 250 per cent of their fixed pay under a slight relaxation of tough new pay rules due to come in next year
10/22/2013
Nearly half of Millionaire investors who use a financial advisors report they rely on him or her for the vast majority of their financial needs
10/22/2013
With great wealth comes great confidence in one’s financial literacy
10/22/2013
Results this quarter were lifted by a beneficial tax rate
10/22/2013
The looming extinction of the Asian elephant population seems to be unheard of in the U.S.
10/21/2013
GAM said it has integrated a number of teams at both group level and at Swiss & Global Asset Management
10/21/2013
Newcomer Bellpenny is rolling out new software for its professional advisers and wealth managers to help them conduct lifetime cash flow planning.
10/21/2013
Pershing has urged wealth managers to review their price structures, after research found that fewer than 20% of firms use the cost of providing services as the foundation for determining price.
10/21/2013
There were more than 80 nominees in all, and it was an extraordinary privilege for our committee to winnow the list of deserving nominees down to just a handful of Awards recipients.
10/21/2013
The majority of people under the age of 80 don’t feel old until they lose their independence and their health
10/20/2013
In some countries where commissions have been banned, advisors are struggling to be profitable, while others are simply exiting the business
10/20/2013
This award adds to BNP Paribas Wealth Management's prestigious industry recognitions
10/20/2013
Cheviot Asset Management went into its merger with Quilter on the back of strong asset growth but declining profits.
10/20/2013
The associated Portfolio offers a compelling and unique impact investment opportunity for our Credit Suisse Private Banking USA clients
10/20/2013
The firm realized a 67.4% increase in revenue from 2010 to 2012
10/20/2013
Currently Hargreaves is predominantly remunerated by fund managers through rebates
10/18/2013
Wealth management firms look to hard assets for next price boom
As equity markets hit all-time highs again, investors haven’t forgotten the 2008 market meltdown that resulted in a 40 percent loss.
10/17/2013
Brooks Macdonald Group plc the AIM listed integrated wealth management group, today announces an update on its funds under management for the quarter ended 30 September 2013.