10/14/2013
Australian Wealth Management Industry Finds The Going Is Tough
Most wealth managers face the relationship problem, that is to say if a manager leaves it is quite possible they will take their clients with them.
Wealth and Asset Management
10/14/2013
Industry veterans to head up new wealth unit of Lebenthal
Leading this initiative will be two well respected financial services professionals: Jeffrey B. Lane and Frank Campanale.
10/14/2013
WH Ireland Reaches Confidential Settlement With Former CEO
The settlement was subject to a 'confidential' agreement.
10/14/2013
Private Banker International announces 2013 winners for the Annual Global Wealth Awards
The PBI awards are regarded as the most credible in the industry, voted by the industry, for the industry.
10/14/2013
From here to Infinity - Asset allocator with Bestinvest
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity
10/13/2013
ANZ looks to net more sport sponsorship deals in Asia
Tennis works very well for us in terms of raising our brand awareness and is one of the best ways of engaging with our customers in Asia
10/13/2013
Success for Cambridgeshire based Wealth Manager
This is the company’s second award win this year
10/13/2013
Investec offshore unit sale to Salamanca nears
The pair are thought to be close to signing a deal for the transfer of the business, which could be announced as soon as Sunday
10/13/2013
UBS plans to double invested assets of Asian clients over five years
The Swiss financial services firm is shedding 10,000 staff but hopes to double the value of invested assets of Asian clients in the next five years
10/13/2013
Banks learn the hard way in wealth arena
WEALTH management was seen as one of the great Australian growth industries of the 21st century.
10/13/2013
Awards for Societe Generale Private Banking’s teams
Today,these teams comprise 190 professionals dedicated exclusively to designing and developing international wealth planning solutions for wealthy individuals and families, responding both to their personal and professional needs.
10/13/2013
Wealth Solutions acquires Langley Financial Planning
Wealth Solutions of Edgbaston has acquired a Redditch-based independent financial adviser Langley Financial Planning.
10/12/2013
George Osborne opens doors to rich Chinese with new visa system
In a sign of Downing Street's determination to reset relations with Beijing, which unofficially downgraded Britain's status after David Cameron met the Dalai Lama last year
10/12/2013
Owner of fund management firm ranked second richest African
The billionaire owner of a Bermuda-based fund management company has been named as the wealthiest man in South Africa and the second-wealthiest in the entire continent.
10/10/2013
Banks to sell wealth management products under strict rules
China will launch a pilot programme next week aimed at shattering a widespread assumption among mainland investors that products
10/10/2013
IFA to Launch Ethical AE Competitor
Virtuo Wealth Management, an IFA firm specialising in ethical investment, is looking to fill a gap in the auto-enrolment space with the launch of an ethical pension for companies.
10/10/2013
Research Trends and Conclusions: Private Client 2013
Private client work is a time-honoured practice with some of today’s leading firms dating back to the 18th century.
10/10/2013
JPMorgan posts rare quarterly loss as legal expenses jump
JPMorgan Chase & Co reported a rare quarterly loss after incurring $9.2 billion in legal expenses
10/09/2013
Aviva sells US life arm for £1.7bn
Aviva has raised $2.6m through the sale of its US life and annuities business to life company Athene.
10/09/2013
Here's Where The World's Richest 0.00001387015% Live
Total global wealth grew by 4.9% from mid-2012 to mid-2013, but the number of millionaires in the world grew by 6.1% during the same period, and the number of UHNW individuals rose by more than 10%.