07/10/2014
Judith McGee, L.H.D., C.F.P. and Chair/CEO of McGee Wealth Management makes the prestigious 2014 Edition of the Financial Times 400 Top Financial Advisers List.
07/10/2014
Global Alternative Investment Management (GAIM) sponsors one of the world's largest international alternative investment events each year
07/09/2014
THE fallout from the CBA financial planning scandal will resonate for many years among ordinary Australians.
07/09/2014
Wealth management specialist BNY Mellon breaks an ad with Pro Football HOFer Joe Montana
07/09/2014
The acquired business, which advised more than 4,500 private clients and held more than £1.5bn of client assets, was another step in Towry’s ambitious acquisition plans.
07/09/2014
There are differences between RDR and MiFID, such as their definitions of independent advice
07/09/2014
UBS today announced the launch of the UBS Family Legacy & Philanthropy Forum in Shanghai.
07/09/2014
This was not Briarbank's typical request.
07/09/2014
Wilcocks & Associates helps Liverpool savers protect £2.5m in assets and ponders merger with law firm
07/08/2014
WEALTHY business owners in Asia, Africa and the Middle East are most focused on growing their companies, according to a Standard Chartered Private Bank and Campden Wealth Research report released yesterday.
07/08/2014
This milestone highlights the continued strong demand for income from clients globally, particularly given the sustained environment of moderate economic growth and low interest rates, coupled with the trend of an ageing population globally.
07/08/2014
The region’s independent asset managers are tipped to account for a significantly bigger share of investable portfolios in the coming five years, from clients within and outside Asia.
07/08/2014
Deutsche Bank's asset and wealth management unit, which was created when co-chief executives Anshu Jain and Jürgen Fitschen took the reins mid-2012, is also on track to reach its ambitious target to achieve a pretax profit of €1.7 billion n
07/07/2014
Hyde Park Barracks inspected by Abu Dhabi wealth fund
Middle Eastern investors show interest in the home of the Household Cavalry
07/07/2014
Julius Baer sees significant growth during 20th year in Guernsey
As a result of the increased business coming from the group, the Guernsey branch has implemented an expansion plan which includes additional recruitment.
07/07/2014
It is no surprise that the clients of wealth managers tend to be wealthy people.
07/07/2014
Goldman muscles in on Europe’s private banks
Goldman Sachs is expanding its European wealth management business to offer loans to rich clients in a move that is taking it further into the domain of centuries-old private banks in Europe.
07/07/2014
Deutsche Bank’s asset management arm is planning to double the number of financial professionals it employs in London to 600 over the next five years.
07/07/2014
Morgan Stanley wants to pay out a smaller portion of wealth management revenue to the retail brokers who generate it, the final and perhaps most difficult front in Chief Executive James Gorman's drive to reduce staff costs across the bank.
07/07/2014
Asia is now home to more high net worth (HNW) individuals (those with more than US$1 million in investable assets) than any other region.