04/03/2013
Ex-Barclays advisory head plans low cost online wealth firm
People who feel they are not getting the service they want from traditional institutions at a price they want to pay post-RDR
Wealth and Asset Management
04/02/2013
High Net Worth expectations across Europe - RESEARCH
A J.P. Morgan Private Bank study has revealed the expectations of High Net Worth (HNW) investors across Europe on market conditions, risk appetite and investment sentiment for 2013.
04/02/2013
New Survey Finds Slight Difference Between Younger and Older Investors
Conducted in February, the Young High Net Worth Insights Survey reveals goals, behaviors and concerns of investors ages 18 to 35 with investable assets of $1 million or greater.
04/01/2013
Some private banks in Singapore have established a set of guidelines aimed at protecting themselves from tax criminals
The PBIG guidelines say that when a private bank takes on a new client, staff should determine whether there are any reasonable grounds for suspecting that the funds are proceeds from serious tax crimes.
04/01/2013
The wealth management landscape is rapidly changing shape under a new wave of consolidation
Mergers herald wealth sector shake-up
04/01/2013
Bank Julius Baer says S American, Luxembourg business boosted
In the case of Luxembourg, Julius Baer gains a new foothold with a strong presence.
04/01/2013
Towry announces strong financial performance in 2012
As a company, we retain our ambition and conviction of becoming the leading wealth advice firm in the UK
04/01/2013
Clariden Leu 'Europe' becomes Falcon Private Wealth
Falcon Private Wealth is an international private asset management firm offering tailored wealth management services to global clients with a strong focus on the Middle East and Africa, Eastern Europe, Asia and other emerging markets.
04/01/2013
UK wealth managers starts south east push
The Bristol-based company is looking to service and grow its client base in the South East by opening an office in Caterham
04/01/2013
Standard Life CEO pay package tops £5m
He got a bonus of £1.2m and will net £2.8m from the LTI scheme when it pays out in June
03/31/2013
Hargreaves rocked by the Revenue decision to tax commission discounts
The tax would apply only to investments not held in Isa or pension accounts and would involve average payments of just £10, suggesting it posed more of an administrative headache than a financial loss.
03/31/2013
UAE to benefit from Cyprus crisis, with increase in capital inflows into region
Small-time investors seek safer places amid financial turmoil on island
03/28/2013
Citigroup China Announces 64% Growth in Wealth Management Products
The disclosure was made by the lender’s Vice President Zhang Qiang at the news briefing on Friday.
03/28/2013
Wealthy in emerging markets: Africa, Central & Eastern Europe, Middle East - RESEARCH
The individual fortunes that have been created there, in some cases in just over two decades, are breathtaking.
03/28/2013
UOB aims double wealth management clients
The bank's customer base currently stands at 750,000, of which 10 per cent are in the wealth management segment.
03/28/2013
East Anglian Wealth Management Company wins national award
We adhere to leading academic research which identifies asset allocation as the key determinant in investment performance.
03/27/2013
Credit Suisse Private Banking Americas Hosts Inaugural Global Megatrends Conference
The Credit Suisse Private Banking Global Research team has published a Megatrends Framework, which asserts that the analysis of megatrends, major economic, social and political forces, enables successful investments into growing markets.
03/27/2013
Genworth to sell wealth management business for $412.5 million
Aquiline and Genstar will bring their operational expertise and industry experience to help GFWM and Altegris increase their scale and capabilities.
03/27/2013
Towry acquires Glasgow-based adviser firm
They will continue to service all existing clients.
03/27/2013
Credit Suisse Agrees to Sell JO Hambro Division for $76 Million
Utilico Investments' 45%-held Bermuda National has agreed to acquire JOHIM CS, the holding company of JO Hambro Investment Management and its affiliates from Credit Suisse.