09/27/2012
Too much gold and just nowhere to put it?
Barclays new vault opens for gold
Wealth and Asset Management
09/27/2012
UBS Confident Wealth Management Americas Can Reach Target
“At the margin, we get the sense that investors are slightly more positive than they were a year ago.”
09/27/2012
Asian Philanthropists Constitute 45% Of The Top 20 Next Mega Donors
"The opportunities for fundraising professionals are immense."
09/27/2012
European Wealth makes third acquisition in South East push
The acquisition is European Wealth’s third in the two years since it launched.
09/27/2012
HSBC takes wealth management to MENA
HSBC Global Asset Management has made a foray into wealth management in the Middle East and North Africa (MENA) region.
09/26/2012
Morgan Stanley debuts ad campaign for renamed unit
To introduce the name change, Morgan Stanley this week rolled out an integrated ad campaign
09/26/2012
Wealth management firms handle uncertainty
"There’s an overall higher level of pessimism than average."
09/26/2012
Panmure eyes move into wealth management
Panmure Gordon is expanding into wealth management as part of efforts by its new leadership to diversify the business, as the UK broker swung to a profit in the first half of this year.
09/26/2012
Rowan Dartington launches IFA business
UK wealth managers are bolstering their investment advice services in preparation for next year’s retail distribution review, which changes the fee structure for financial advisers.
09/26/2012
New head of Catella’s wealth management announced
The integration of the two sets of operations in Catella Bank will strengthen the range of services offered to clients, with both superior management services and borrowing and lending arranged by the bank.
09/26/2012
Ex-Bluefin practice head joins Best Practice
Best Practice has also taken on board Arch Financial Planning, a firm with eight advisers and around £90m assets under advice.
09/25/2012
Singapore Continues to Attract Millionaires
“The city-state has an open door immigration policy to attract foreign talent, which is an invaluable asset to a competitive economy. That's why Singapore has, amid a war for talent, made concerted efforts in courting and retaining foreign tale
09/25/2012
Sir Andrew Crockett Obituary
Sir Andrew Crockett, who has died aged 69, was the only Briton to have held the post of general manager of the Bank for International Settlements, the Basle-based institution which fosters co-operation between the world’s central banks.
09/25/2012
Sanlam to merge Principal and Merchant Securities
A source familiar with the situation said the merger of Merchant Securities with discretionary fund managers Principal would lead to Sanlam targeting high-end clients with more than £500,000 to invest.
09/25/2012
Credit Suisse plans to dismantle asset-management unit
The streamlining comes as Credit Suisse is already cutting 3,500 jobs across the bank and in July announced plans to bolster its capital base by 15.3 billion Swiss francs.
09/25/2012
Swiss private bank set for IPO in fourth quarter
It has over 270 employees worldwide with offices across Europe and in Hong Kong and Singapore and had a net profit of 10.4 million Swiss francs ($11.11 million) in the first half of 2012, up from 4.1 million a year ago.
09/25/2012
Walker Cripps launches discretionary portfolio service
AMPS is offered with a clean annual management fee with no hidden charges or commissions.
09/25/2012
Liontrust Asset Management positive inflows increase
The chief executive concluded by suggesting that Liontrust sees the changes as an opportunity as it continues to focus on its clients’ needs over the long term through its defined investment process.
09/25/2012
Natixis Asset Management creates new investment division
Seeyond's offering is marketed by Natixis Global Asset Management's global distribution platform and is intended for all types of investors, both professional and non-professional: institutional investors, companies, multi-managers, private bank
09/25/2012
Quilvest strengthens global investment platform with office openings in São Paulo and Geneva
These offices, Quilvest’s twelfth and thirteenth worldwide, strengthen the firm’s global investment platform and provide a physical presence in two of the world’s most important capitals.