01/24/2012
When retail banks got their first taste of the Belgian Financial Services and Markets Authority (FSMA) moratorium last year, the restriction on the distribution of structured products deemed too complex for retail investor’s shook up the market in B
01/24/2012
“While Axa Wealth has experienced unprecedented growth, it has resulted in us being unable, at times, to devote the specialist support that we feel we need to give to different adviser segments.
01/22/2012
The third quarter (from October to Christmas) was the French group’s strongest so far this financial year, with turnover increasing by a remarkable 30.5%, which sharply exceeded the group’s own forecasts.
01/20/2012
The crisis of 2008 and the economic recession following it affected the perception investors have about wealth managers and financial services providers, leading to lower levels of trust. Therefore firms have to be more proactive and dynamic with their cu
01/20/2012
A network of 12 foundations spread across France, Spain, USA and Israel is at the pivotal point of transitioning from a traditional charity giving approach to strategic philanthropy.
01/20/2012
The Global Wealth Management Group reported $244 million in pre-tax income for the fourth quarter, down 37% from the $390 million the firm earned in the fourth quarter of 2010. At the same time, its pre-tax income of $1.3 billion for all of 2011 represent