10/01/2013
His project partner and co-chairman of First Artist Bank is Michael Philipp, the former chairman and CEO of Credit Suisse Europe, Middle East and Africa and a former senior executive at Deutsche Bank.
10/01/2013
The September and Q3 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
10/01/2013
BOK Financial will grow its Wichita presence a little following the Tulsa-based bank holding company’s agreement to acquire Gtrust Financial Corp.
10/01/2013
Asia Pacific is set to topple North America from its throne as home to the most wealthy individuals next year
10/01/2013
The firm was also a finalist in the multi-family office team of the year category.
10/01/2013
Two prominent Norwegian investment funds are throwing their weight behind demands that the newly elected government should push the nation's $750 billion wealth fund into making investments in renewable energy
10/01/2013
Atlanta Firms Merge to Create $1 Billion WM Practice
Two newly merged Atlanta firms say their deal will let them offer the rich the same services now given only to the extremely wealthy.
10/01/2013
The fund performed well through the financial crisis as the manager used the flexibility afforded to him to increase exposure to government bonds.
10/01/2013
The offering will complement the bank's successful 'World Selection Portfolios' by providing investment opportunities that are professionally managed and tailored to different individuals' risk appetites and investment objectives.
09/30/2013
The CIVB has put a positive spin on things
09/30/2013
Six more set to join by year-end, company claims
09/30/2013
They don't like being approached at dinner parties
09/30/2013
Charles Stanley Group PLC Tuesday said it expects its first-half results to be in line with expectations after a strong first-quarter performance offset a second quarter muted by the holiday period.
09/30/2013
The bank now has a total of eight offices in Germany
09/30/2013
This acquisition marks the Company's 15th acquisition since listing on ISDX in June 2011 and the second since The Retail Distribution Review (RDR) was implemented on 1 January 2013.
09/30/2013
Standard Chartered Private Bank is open to growth via acquisitions, as more consolidation is on the cards for the Asian private banking industry
09/30/2013
'We are in the process of bringing more clarity and simplification to the product range as we plan to strengthen our platform in Luxembourg,' said Nicolas Dubourg,head of investment solutions at the group.
09/30/2013
A third of intermediaries believe their clients should increase exposure to emerging markets, up from just over a quarter in the last survey
09/30/2013
I look forward to helping Saunderson House strengthen its position as one of the UK’s leading wealth managers and financial planners
09/30/2013
Bank of America announced today that it has completed the merger of its Merrill Lynch & Co., Inc