01/14/2013
Regions Picks Prudential's Wealth Platform for Its Institutional and Private Clients
"Our goal is to give our wealth advisors in the field all the tools they need to help our clients achieve their goals."
Wealth and Asset Management
01/14/2013
BNP Paribas Wealth Management reinforces its investment strategy
BNP Paribas Wealth Management is strengthening its investment strategy resources in order to meet the growing demand from its Private Banking clientele for market intelligence.
01/14/2013
US Trust Focuses on the Family
U.S. Trust has introduced Family Wealth Services, a comprehensive approach to meeting the specialized needs of high net worth families and the increasingly complex issues that parents, children and extended family members now face.
01/14/2013
Liontrust retail assets hit £2bn as inflows soar
Net inflows of £64 million in the Interim Period, over four times the equivalent period last year
01/13/2013
Sanlam looks to treble assets through regional expansion
The group is eyeing up the Midlands, Ireland and Scotland...
01/13/2013
ABN AMRO rolls out Asia-focused discretionary portfolio management
Anticipating the growth of DPM services in the region, ABN AMRO Private Bank recently rolled out four Asia-focused DPM mandates that invest only in Asia securities.
01/13/2013
The View from Goldman Sachs’ Private Wealth Unit
The bank’s ultra high net worth clients, Mossavar-Rahmani said, are “the only constituent that can afford to have a very long horizon.
01/13/2013
The Rich Are In Control
The days of advisors independently managing vast sums for extremely wealthy investors are over.
01/13/2013
Wealth management industry wary over year ahead
Retail investors still nursing 2008 wounds
01/13/2013
Wells Fargo’s Wealth Unit Generates Double-Digit Earnings Growth
“2012 was an outstanding year for Wells Fargo.”
01/13/2013
Sheffield Haworth wealth push
Recruitment consultant Sheffield Haworth, backed by Michael Spencer, is making a push into the wealth management sector
01/13/2013
China orders banks to control wealth product risks
The China Banking Regulatory Commission said banks would also be barred from selling private equity funds
01/12/2013
Goldman bankers set for bonus windfall as profits rise
Goldman is expected to have enjoyed a better final quarter of last year
01/12/2013
Alternative Investment Choices of Older HNW Investors
Alternative investments help investors add diversity to a traditional portfolio of stock
01/10/2013
American Millionaires Show Tough Love to Heirs
Leaving a legacy includes money, but it's about much more than that, PNC survey finds
01/10/2013
UBP awaits Singapore banking licence, plans hires
UBP also added eight staff during the year to bring its Asia headcount to 26 (20 in Singapore and six in Hong Kong), around half comprising client-facing relationship managers and advisers. One executive joined from Swiss rival BSI last month and another
01/10/2013
Kleinwort Benson Investors announce strategic partnership for U.S. market
Financial terms of the agreement were not disclosed. The acquisition is expected to be completed early in 2013, subject to customary closing conditions and regulatory approval.
01/10/2013
Liontrust European Absolute Return Fund removed from Wealth 150
The Liontrust European Absolute Return Fund has been removed from the Wealth 150 list of our favourite funds in each sector.
01/09/2013
Rathbones wealth inflows dip in 'challenging' 2012
Rathbones looks forward to 2013 with more optimism, although markets do remain fragile as governments, particularly in the US, the UK and the Eurozone, battle with difficult economic and financial conditions.
01/09/2013
FATCA’s A Business Opportunity, Say Wealth Managers
FATCA and other tax information swapping laws between countries to crackdown on people not declaring their true financial status could lead to a boost in trade for wealth managers.