04/11/2013
The CISI survey results appear as CEO Simon Culhane suggests that the public and media are allowing the politics of envy to reduce the attractiveness of the UK as a major financial centre.
04/11/2013
CIBC to buy wealth firm for $210 million
The firm provides integrated wealth management solutions for high-net-worth individuals, families, foundations and endowments through a team of 235 relationship management, investment management, wealth strategies and support professionals.
04/10/2013
"Maybe they are aiming for a globalisation strategy and investing in a similar company in Australia is a very good shortcut to getting access to that industry and access to that experience so that's something that I personally get asked a lot f
04/10/2013
UHNW Anticipate Tax Hikes
Roughly 80 percent of the UHNW consider tax consequences when making financial decisions, ranking taxes, along with risk and diversification among their top three investment-selection criteria, according to our first-quarter study.
04/10/2013
The group said the final quarter of the financial year was characterised by a stronger performance from equity markets and a slightly more benign trading environment.
04/09/2013
Sotheby’s and Christie’s have been operating in Hong Kong for a long time, and have seen their business explode in the city, which is governed independently.
04/09/2013
The first meeting of the Centric Wealth client advisory group took place in March was made up of 10 clients from a variety of backgrounds.
04/09/2013
Women like Tan are one reason why female private bankers outnumber men in Asia 3-to-2 when it comes to managing the money of the wealthy
04/09/2013
National wealth manager to target major acquisitions in five-year asset drive
‘Going into the next calendar year, we will very much be looking at acquisitions – and major acquisitions – in the space because I think economies of scale in the market will become much more important,’ Hall said.
04/09/2013
The bank may move some staff from Australia to faster- growing parts of Asia
04/08/2013
"It will enable clients to take advantage of Brooks Macdonald’s research-driven approach to delivering strong and consistent risk-adjusted returns.”
04/08/2013
GBAM seeks to develop a network to hold discussions about important business issues faced by boutique managers - strategy, products, markets, clients, etc.
04/08/2013
Most investors remain angry, but negative sentiment is strongest among the richest
04/08/2013
Wealth manager will fund annual fee for higher-value clients and half of the fee for medium-value clients
04/08/2013
Predicted to be the largest offshore private banking market by 2020.
04/07/2013
They are paying these financial advisers as much as 0.25 percent of the assets that their clients put into no-transaction-fee mutual funds.
04/07/2013
Winners will be recognized in Trusts & Estates’ October Charitable Giving Supplement.
04/07/2013
''The government promised that the majority of people would not be impacted, and they've made good on that.''
04/07/2013
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
Wealth will increase by 25 percent, to $23.5 trillion, Timetric says.