07/30/2013
Cracking Open the HNW Wallet
A new study by Aite Group found that firms need to invest more in data management and analytics technology to win a larger share of HNW wallets.
Wealth and Asset Management
07/29/2013
Nicola Horlick seeks gold on silver screen
Nicola Horlick, the former City fund manager once dubbed Superwoman, unveils a new asset management business with plans to raise a $100 million fund to finance Hollywood movie-making.
07/29/2013
Advising Aussie’s biggest Wealth Transfer
Within the next 20 years, 70% of Australia’s financial assets will be held by Generations X and Y.
07/29/2013
How to Get High Net Worth Clients: Communication is Key
Exactly one-fourth of High Net Worth investors do not use financial advisors for investment advice.
07/29/2013
Wealthy investors have few regrets - RESEARCH
Financial regrets do not play a large role in the lives of High Net Worth investors
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
Investors turn to friends and family to find financial advisors
Friends and family are the most often used resource when an investor is trying to find an investor
07/29/2013
UBS Wealth Management delivers highest profit in four years
UBS adjusted profit before tax CHF 1 billion
07/29/2013
Mattioli Woods buys wealth manager in £6m deal
The deal comprised initial consideration of £3.24 million, including £0.375 million in cash and 946,256 new shares.
07/29/2013
Deutsche Bank Profit Tumbles on Legal Costs
Continental Europe’s biggest bankset aside €600 million to cover legal costs
07/29/2013
UBP Increases Net Earnings by 10%
Assets under management amounted to CHF 81.1 billion (USD 85.7 billion) as at 30 June 2013
07/29/2013
VIEL & Cie reports revenue in the second quarter of 2013 up 1.9%
The Group's financial situation has not changed significantly since the publication of its 2012 financial statements.
07/29/2013
UBS Has Relationship With 80% of Asian Billionaires, Chief Says
The Swiss lender that’s shrinking its investment banking business to focus on wealth management, said it has a business relationship with as many as eight out of 10 billionaires in Asia.
07/29/2013
Raymond James Launches Portfolio Management Tool for Advisors
Raymond James Financial launched Portfolio Management Center, a portfolio management and research tool for its employee and independent-channel advisors.
07/29/2013
Flemings seeds new Investec fund
Fleming Family & Partners, the multi-family office, has seeded a new Africa-focused fixed-income fund with Investec Asset Management
07/28/2013
Advisers Must Understand Millennials To Attract Them
Members of the so-called millennial generation like to live for today
07/28/2013
Centric under the hammer
FINANCIAL planning chain Centric Wealth is up for sale
07/28/2013
Aberdeen AM reports £9.7 billion of new business won in the quarter
Assets under management £209.6 billion
07/28/2013
Charles Stanley chairman nets £80k from share sale
The chairman netted around £80,000 after trimming his exposure to the private client stockbroker.
07/28/2013
Lourd Capital Management Rebrands as LourdMurray
Often working with athletes and entertainment professionals, among other high-net-worth individuals, the firm acts as a fiduciary, helping clients achieve their goals as well as instilling them with basic financial planning skills.