09/25/2012
A source familiar with the situation said the merger of Merchant Securities with discretionary fund managers Principal would lead to Sanlam targeting high-end clients with more than £500,000 to invest.
09/25/2012
The streamlining comes as Credit Suisse is already cutting 3,500 jobs across the bank and in July announced plans to bolster its capital base by 15.3 billion Swiss francs.
09/25/2012
It has over 270 employees worldwide with offices across Europe and in Hong Kong and Singapore and had a net profit of 10.4 million Swiss francs ($11.11 million) in the first half of 2012, up from 4.1 million a year ago.
09/25/2012
AMPS is offered with a clean annual management fee with no hidden charges or commissions.
09/25/2012
The chief executive concluded by suggesting that Liontrust sees the changes as an opportunity as it continues to focus on its clients’ needs over the long term through its defined investment process.
09/25/2012
Seeyond's offering is marketed by Natixis Global Asset Management's global distribution platform and is intended for all types of investors, both professional and non-professional: institutional investors, companies, multi-managers, private bank
09/25/2012
These offices, Quilvest’s twelfth and thirteenth worldwide, strengthen the firm’s global investment platform and provide a physical presence in two of the world’s most important capitals.
09/25/2012
Service will be launched next month enabling advisers to charge their clients fees through the platform.
09/24/2012
Invest Hong Kong's Associate Director-General of Investment Promotion, Mr Charles Ng, said, "We are extremely pleased with the Hong Kong branch opening of Pictet & Cie, one of the oldest independent Swiss wealth and asset managers.
09/24/2012
There were 251 dollar billionaires in China ranked this year, down 20 on last year, but still hugely up on as little as six years ago when there were only 15 billionaires.
09/24/2012
Super-rich list of top earners who buck trend and choose to pay their share
09/24/2012
Move part of dealer group's expansion plans
09/24/2012
CCP BidCo bid progressing
09/24/2012
Published as an annual study, the second edition of the Julius Baer Wealth Report continues to focus on Asia and provides a comprehensive and exclusive analysis of the HNWI landscape in the region.
09/24/2012
Asian investors have been increasing their investment in central London, especially in the commercial real-estate market, according to the firm.
09/24/2012
It won’t be long before the market realises the worth of the latter business and Prebensen renames it Close Brothers Wealth Management.
09/24/2012
worked as a client adviser in UBS’ private wealth management team
09/24/2012
It's the end of an era and the beginning of a new one as Morgan Stanley announced Tuesday that its U.S. wealth management business, Morgan Stanley Smith Barney, has changed its name to Morgan Stanley Wealth Management.
09/23/2012
The bank faces substantial overlaps in Singapore, Hong Kong, the City of London and in Switzerland.
09/23/2012
Many long-standing UBS bankers have so far welcomed the shake-up.