04/14/2014
Thurleigh founder Charles MacKinnon says the decision to merge with Ingenious Asset Management was driven not by concerns over profitability but rather a long-term view on regulation.
04/11/2014
UBS Wealth Management Is Expanding in Asia, Emerging Markets
UBS, the largest Swiss bank, hired 88 advisers this year
04/11/2014
Schroders has been through a major period of innovation, led by Matthew Oakeley, who describes the journey
04/11/2014
200-year-old private banking group targets Asia growth
In its push the bank has made six senior appointments in Asia, doubling its team of relationship managers to 12, with plans to employ three more people by the end of this year.
04/11/2014
The number of outsourcing IFAs increased from 42% in 2012, and Fraser Donaldson, Defaqto insight analyst for wealth management, believers the figure is climbing again in 2014.
04/11/2014
The firm said the fund will operate with a bottom-up stock selection process
04/11/2014
The fund in question is the DNB AM Kort Obligasjon 2
04/11/2014
Brokerage firm India Infoline’s wealth management arm has acquired a majority stake in private equity fund India Alternatives Investment Advisors for an undisclosed sum.
04/11/2014
There has been a flurry of merger and acquisition activity in the pension space in Latin America
04/11/2014
Close Brothers Asset Finance has been conditionally awarded a further £40 million portion of the Regional Growth Fund, according to an announcement made by the government.
04/10/2014
Swiss boutique private bank to remain a boutique despite dramatic size build-up
Apart from the huge amount of assets , and the large number of employees involved there was also a vast difference in the investment philosophy between the US bank and the Swiss bank.
04/10/2014
RBC Joins Goldman in Suing Clients After Singapore Crash
This brings the total banks and brokers are seeking to recover
04/10/2014
The Rich List: Number of Vietnam’s Ultra-High Net Worth Individuals to Increase
Indonesia will be in second place with a growth of 144 percent
04/10/2014
Ashmore Group Assets Under Management Decline In 3rd Quarter
Smaller net outflows were experienced in local currency
04/10/2014
Amundi expands Eastern European footprint
Amundi Polska will begin by focusing on five locally domiciled funds
04/10/2014
Edmond de Rothschild Group, the wealth manager founded by the famed European dynasty, is expanding its private banking business in Asia to target the region's growing list of millionaires.
04/10/2014
Experts from across the Insurance Linked Securities asset class are coming together to discuss the industry’s pressing issues at a Guernsey Finance-hosted thought leadership event in Zurich.
04/09/2014
Wealth firm partners Peterborough council for infrastructure fund
The fund is targeting an ‘above inflation return’ for investors, with an emphasis on yield.
04/09/2014
Morgan Stanley Wealth Unit Cuts Divisions, Regions
First significant change to the firm's management structure since mid-2012
04/09/2014
Group head of private clients leads management-led buyout of Dublin-based securities firm
Group head of private clients leads management-led buyout of Dublin-based securities firm