10/06/2013
The discussion centred around four main themes including eurozone stability which is looking better, the interest rate outlook which we are expecting to stay low for a long time, trends in dividend yields and equity market valuations.
10/06/2013
Many more African billionaires than previously thought
10/06/2013
Under the scheme the client chooses a percentage of their annual gain to donate to charity and that will be matched by TAM which will give the same percentage of its management fees.
10/06/2013
Fidelity said the launch does not represent a full-scale move towards providing new funds for its direct customer base
10/03/2013
UBS yesterday vehemently denied reports in DataRoom that it was looking to hive off part or all of its wealth management arm.
10/03/2013
Morgan Stanley Wealth Management, the nation's largest brokerage by adviser head count, lost $8.4 billion in client assets during the third quarter, as some of its major producers took their business to competing firms.
10/03/2013
Lombard Odier plans to increase its assets in the Middle East to 20 per cent of its global business by the end of 2017.
10/03/2013
RBC president and chief executive Gord Nixon says Royal Bank's goal is to help one million kids and youth by 2018 through a wide variety of programs.
10/03/2013
"September proved to be another positive month for RBC Global Asset Management," said Doug Coulter, president of RBC Global Asset Management Inc.
10/03/2013
Swiss bank to shut India wealth JV
India remains a difficult market for global wealth managers, who were drawn by its longer-term prospects only to find revenues being squeezed by cut-throat competition, high staff costs and subdued markets.
10/03/2013
Macquarie deal in hand, Richardson GMP Richardson GMP agreed in September to pay $132-million for Macquarie Private Wealth
10/02/2013
SocGen is selling the unit as part of wider restructuring to cut costs and boost profits
10/02/2013
Banks for the rich are not always better than banks for the rest of us
10/02/2013
Talk of proposals has emerged following a UBS management meeting in Sydney last week
10/02/2013
Skandia has previously stated that it will not convert clients in bulk without advisers’ permission before the 2016 deadline.
10/02/2013
Private Banking Special: Pierre Masclet, Credit Agricole Suisse
Currently, revenues from the Middle East account for more than 30 per cent of the bank’s global private banking revenues
10/01/2013
Our thanks go to all those firms who continue to support this award by providing such valuable consultancy days as a prize for the winning firm
10/01/2013
These awards reflect that we are a true wealth management business
10/01/2013
The 80/20 rule is alive and well and taking a grip on the global business strategies of some of the leading wealth managers.
10/01/2013
On November 6, 2013, a world first will take place.