04/07/2013
Wealth managers escape tax fallout
''The government promised that the majority of people would not be impacted, and they've made good on that.''
Wealth and Asset Management
04/07/2013
Roger W Harrington Forms New Wealth Management Company, Harrington Capital Management, LLC
Roger's independent wealth management company will focus on serving clients looking for an advisor that will actively manage their assets while personalizing investment strategies.
04/07/2013
HNW Wealth WIll Rise 25% By 2016, Study Says
Wealth will increase by 25 percent, to $23.5 trillion, Timetric says.
04/07/2013
Five steps to fiscal freedom for women: Foxley
Chartered financial planner Hannah Foxley is launching a wealth management programme for women after several clients expressed an interest in learning about their relationship with money.
04/07/2013
Swiss private bank trains sights on Asia's growing wealth
Swiss lender says bleak economic outlook in Europe is partly behind shift in business focus
04/07/2013
"If you can't trust a Swiss banker, what's the world coming to?" - Pierce Brosnan, playing James Bond
Credit Suisse chairman Urs Rohner is aiming to rebuild public trust in the banking industry, after its image suffered amid the financial crisis
04/07/2013
First Names Group acquires international trust busines
This is the second acquisition this year; the purchase of Moore Management, which completed in January, expanded the Group’s fund offering and presence into the Far East.
04/04/2013
PwC Wealth Management Guru Financial Advisors Must Focus on Client Data Financial Planning
'Wealth managers need to "quantify" the trust clients are willing to place in them.'
04/04/2013
New Pershing Thought Leadership Offers Advisors Strategies to Improve Their Business Practices and Client Relationships
"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.
04/04/2013
Top 100 Billionaires Wealth Rose to $2.029 Trillion
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/04/2013
The chief executive's of a number of major ASX100 companies have seen their pay drop
"We have seen how some CEOs are receiving smaller incentive packages, which goes in line with weaker company performances," Elaine Prior, Citi Research Industry Thematics and ESG analyst said
04/04/2013
The Henley Group launches Select service
'Henley Select offers a unique bundle of services designed for individuals who wish to pay a fee for the financial advice they receive rather than have charges paid to their financial adviser through product related commissions.
04/03/2013
Charity clients to be retained in £50m sale of JO Hambro shares
Credit Suisse has agreed to sell 62.5 per cent of JO Hambro’s issued share capital for £50m to Bermuda National Ltd
04/03/2013
Banking on the Old to Serve the Nouveau Riche in Singapore
Many of Asia’s rich don’t fancy paying advisory fees to wealth managers as is the standard practice in Europe
04/03/2013
EFG International Moves To Expand Board Of Directors
EFG International nominates two new members for its Board of Directors
04/03/2013
World's wealthy see sense in Australia
Another strong market is Dubai, considered a safe haven in the troubled Arab world, while European markets are still suffering.
04/03/2013
Hong Kong UHNWIs' Real Estate Holdings Top US$43 Billion
Among assets, real estate continues to dominate Hong Kong UHNWIs' luxury portfolios
04/03/2013
Ex-Barclays advisory head plans low cost online wealth firm
People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR
04/02/2013
High Net Worth expectations across Europe - RESEARCH
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
04/02/2013
New Survey Finds Slight Difference Between Younger and Older Investors
Conducted in February, the Young High Net Worth Insights Survey reveals goals, behaviors and concerns of investors ages 18 to 35 with investable assets of $1 million or greater.