10/02/2013
Skandia: half of our business is clean
Skandia has previously stated that it will not convert clients in bulk without advisers’ permission before the 2016 deadline.
Wealth and Asset Management
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
KMD Private Wealth wins IFP David Norton award
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
Wealth gurus scoop awards
These awards reflect that we are a true wealth management business
10/01/2013
Wealth’s 80/20 Geographic Resource Reshuffle
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
Virtual FinFair: Bringing Independent Wealth Advisors Together … Virtually
On November 6, 2013, a world first will take place.
10/01/2013
Ex-Eurhythmic Dave Stewart and Former Credit Suisse CEO to Launch Global, Artist-Focused Bank
His project partner and co-chairman of First Artist Bank is Michael Philipp, the former chairman and CEO of Credit Suisse Europe, Middle East and Africa and a former senior executive at Deutsche Bank.
10/01/2013
ARC Private Client Indices
The September and Q3 2013 performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
10/01/2013
Okla. banking company to acquire Kansas wealth management firm
BOK Financial will grow its Wichita presence a little following the Tulsa-based bank holding company’s agreement to acquire Gtrust Financial Corp.
10/01/2013
Asia Pacific set to become world’s HNWI capital
Asia Pacific is set to topple North America from its throne as home to the most wealthy individuals next year
10/01/2013
Bristol accountancy firm Smith & Williamson has double win at a prestigious industry awards event
The firm was also a finalist in the multi-family office team of the year category.
10/01/2013
Norway Faces More Pressure to Broaden Wealth Fund's Scope
Two prominent Norwegian investment funds are throwing their weight behind demands that the newly elected government should push the nation's $750 billion wealth fund into making investments in renewable energy
10/01/2013
Atlanta Firms Merge to Create $1 Billion WM Practice
Two newly merged Atlanta firms say their deal will let them offer the rich the same services now given only to the extremely wealthy.
10/01/2013
Investec Strategic Bond Fund removed from Wealth 150
The fund performed well through the financial crisis as the manager used the flexibility afforded to him to increase exposure to government bonds.
10/01/2013
HSBC launches innovative multi-asset investment platform with Asia Focused Solution
The offering will complement the bank's successful 'World Selection Portfolios' by providing investment opportunities that are professionally managed and tailored to different individuals' risk appetites and investment objectives.
09/30/2013
Can you bank on Asia's investment in fine wine?
The CIVB has put a positive spin on things
09/30/2013
Six wealth management firms bring £500m AUM to Succession
Six more set to join by year-end, company claims
09/30/2013
Five things rich donors want charities to know
They don't like being approached at dinner parties
09/30/2013
Charles Stanley Says Half-Year Results To Meet Expectations
Charles Stanley Group PLC Tuesday said it expects its first-half results to be in line with expectations after a strong first-quarter performance offset a second quarter muted by the holiday period.
09/30/2013
Swiss private bank opens branch in Mannheim
The bank now has a total of eight offices in Germany