10/09/2013
The Centralisation of Investment Processes and a move towards model portfolios are two undeniable trends in private client investment management over the past five years.
10/09/2013
The Group continues to perform in line with management's expectations.
10/09/2013
The European funds industry garnered net inflows of €3.5bn during August, with Deutsche Asset and Wealth Management the best selling group over the month with sales of €1.2bn according to Lipper.
10/09/2013
It is still the “traditional” residential destinations, such as the south of France, Italy and the Caribbean that take the top spots of the most desirable places for the wealthy to buy a second home.
10/08/2013
He said it reflected the company’s plan to build a “leaner, more efficient and increasingly customer-driven organisation
10/08/2013
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/08/2013
‘I am full of enthusiasm about the business, and I just wished I was 20 years younger,’
10/08/2013
As the IMF released its Global Financial Stability Report, it said that it was expecting both rising interest rates and market volatility
10/08/2013
Umpqua Bank’s plan to grow the private banking business to 10 times its size by 2018 may shift into high gear if its parent company’s planned acquisition of Sterling Financial Corp. is approved.
10/08/2013
Advisers are increasingly confident about the UK economy although worries over interest rates are on the rise
10/08/2013
The increased concentration of income and wealth simply reflects the economy's effort to adapt to bad monetary policy.
10/08/2013
Pershing to roll out automated systems for re-registration to platform clients later this year.
10/08/2013
The deal - Bellpenny's 11th - takes the company to £1bn funds under management.
10/08/2013
Invesco Ltd. today reported preliminary month-end assets under management (AUM) of $745.5 billion, an increase of 3.6% month over month.
10/07/2013
Horrell plans to exit from as many as 130 countries over the next three years
10/07/2013
UBS Adviser Breaks Away To Form Independent Firm
The firm said the move was driven by a desire for access to new technology, a broader choice in clients and independence as a fiduciary adviser to its 119 family clients, who are based around the country.
10/07/2013
Consolidated revenues totalled CHF 59.1 million over the same period, registering a 64% increase on an annualised basis.
10/07/2013
Well our big news is that, as of the beginning of October, we are now Directly Authorised
10/07/2013
The chairman of the U.K. markets regulator said there is room for improvement in the selection of client investments by wealth managers.
10/07/2013
Majority of Canada's affluent say they are better off today than before the 2008 downturn.