04/08/2014
UBS hires 88 wealth advisers in Asia this year
The advisors are based largely in Hong Kong and Singapore, UBS's key wealth management centres in Asia, bringing the total number of client advisors in the region to 1,120.
04/08/2014
Rich North Americans abandon asset advisers at faster pace: Study
Despite a surging stock market that made North American brokers and their clients wealthier in 2013, investors left their brokers at a higher rate than in 2012
04/08/2014
Opportunities And Challenges Abound For Yacht Industry In Southeast Asia
Southeast Asia is still a new and uncharted market for the yachting industry, presenting huge opportunities as well as complex challenges for companies seeking to grow their business
04/08/2014
WH Ireland could close offices as it launches cost cutting review
‘We have a high cost-to-income ratio and are focusing on reducing our cost base. We are reviewing our smaller accounts,’ Killingbeck said.
04/08/2014
Wealth boss sells down £760k stake in business
The chief executive of Bromsgrove-headquartered AFH Financial Group has sold almost £800,000 worth of his shares in the firm.
04/08/2014
Sallie Krawcheck: Women, Ask For A Raise!
During the economic downturn, women lost finance jobs in greater numbers than men.
04/08/2014
Nedbank Private Wealth appoints UK advisor
The Manchester-based company will provide advice to UK-based clients of the bank
04/08/2014
Brewin Dolphin shuts two offices for Bournemouth launch
The announcement is the latest episode in the ongoing rationalisation of Brewin regional network
04/08/2014
The enhanced website gives clients the reporting flexibility and full transparency to customize views of their data and drill down to track how each goals-based portfolio is doing in achieving its objective.
04/08/2014
Typically HNW individuals are active asset managers
04/07/2014
This increases its nationwide footprint to 17 offices and its assets to over GBP5 billion, of which GBP2.2 billion is discretionary and managed.
04/07/2014
Wealth manager swoops on London-based IFA firm
A wealth management firm in Cheltenham has sealed a deal to buy a London-based independent financial advisory firm.
04/07/2014
Group reports assets of £3.6bn but net inflows into business lower than last financial year; targets Europe with four Dublin-based funds.
04/07/2014
Former ABN Amro Group NV Netherlands Chief Executive Officer, his wife and a daughter were found dead at their home yesterday after a possible “family tragedy”
04/06/2014
Unrelenting competition, regulatory flux and increasing client expectations in the wealth management space are forcing wealth managers and independent advisors to develop new plans for attaining growth.
04/06/2014
The changes in pensions legislation, which were announced by Chancellor George Osborne in the recent Budget
04/06/2014
U.S. Investment Firms Offer Funds to Companies as Continent's Lenders Pull Back
04/04/2014
Switzerland’s third-largest wealth manager Seeks Deals to Tap Latin American Millionaires
Switzerland’s third-largest wealth manager, is searching for deals in Latin America where millionaires are increasingly banking onshore.
04/04/2014
Vestra targets northern team hire and Dublin for expansion
Vestra is looking to recruit a team of private client managers in the north of England or the Midlands and has longer-term plans to open an office in Dublin.
04/04/2014
Rothschild edges closer to assets under management target
Edmond de Rothschild said it had increased its assets under management and operating profit last year