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
04/09/2014
Economic uncertainty has made them 'invulnerable'
04/09/2014
The Asian private banking industry is notorious for poaching but after a decade of waging a talent war, many institutions are changing tactics.
04/09/2014
SJP says this will ensure continuity of manager for its investors.
04/09/2014
The new fund offer of HSBC Managed Solutions opened on April 9
04/09/2014
The new recruits will be based in Hong Kong
04/09/2014
The amendments secured include the removal of the requirement
04/09/2014
Fund managers and brokers are often highly profitable so should you buy shares in their businesses, rather than the investments they peddle?
04/09/2014
Hargreaves Lansdown Asset Management witnessed a 500% increase in complaints in the latter half of 2013, the latest FCA figures show.
04/09/2014
The Wealth Management Association claims 'common sense prevailed' as the European Parliament is set to adopt changes to its comprehensive regulation on investment products.
04/09/2014
Swiss and Global Asset Management has launched an unconstrained emerging market bond fund that aims to achieve annual returns of between 6 and 10 per cent.
04/08/2014
Axa Wealth drops large portfolio charges
Axa Wealth has reduced charges for larger portfolios on its Elevate investment platform.
04/08/2014
UBS hires 88 wealth advisers in Asia this year
The advisors are based largely in Hong Kong and Singapore, UBS's key wealth management centres in Asia, bringing the total number of client advisors in the region to 1,120.
04/08/2014
Rich North Americans abandon asset advisers at faster pace: Study
Despite a surging stock market that made North American brokers and their clients wealthier in 2013, investors left their brokers at a higher rate than in 2012
04/08/2014
Opportunities And Challenges Abound For Yacht Industry In Southeast Asia
Southeast Asia is still a new and uncharted market for the yachting industry, presenting huge opportunities as well as complex challenges for companies seeking to grow their business
04/08/2014
WH Ireland could close offices as it launches cost cutting review
‘We have a high cost-to-income ratio and are focusing on reducing our cost base. We are reviewing our smaller accounts,’ Killingbeck said.
04/08/2014
Wealth boss sells down £760k stake in business
The chief executive of Bromsgrove-headquartered AFH Financial Group has sold almost £800,000 worth of his shares in the firm.
04/08/2014
Sallie Krawcheck: Women, Ask For A Raise!
During the economic downturn, women lost finance jobs in greater numbers than men.