03/31/2014
High net worth investors and institutions from the Middle East were generous in spreading their wealth across Europe’s commercial property in 2013-21 of the transactions valued at €100 million and over were conducted by them during the year.
03/28/2014
Pictet joins Swiss banks Julius Baer Group Ltd. and Vontobel Holding AG in opening new premises in Germany
03/28/2014
Currently both firms advise wealthy families
03/28/2014
The rise in assets under management follows a number of new business wins
03/28/2014
New analysis from wealth consultancy New World Wealth has tracked where the world’s wealthiest people have been moving over the past 10 years.
03/28/2014
Kleinwort Benson's wealth management division racked up losses of £13.9 million in 2013, as the bank's buy of German private bank BHF completed.
03/28/2014
Schroders keeps busy with multi-asset coup
Friends Life’s decision to award multi-asset and equity mandates worth £14.5bn to Schroders represents another “significant win” for the investment house, Jason Hollands has said.
03/28/2014
This week, continuing our series on boutique firms after a sustainable and ethical investing interlude,
03/28/2014
The rise in assets under management follows a number of new business wins
03/28/2014
The essence of wealth management, as most managers would tell you, is distinct from portfolio management
03/28/2014
Most lenders, which offer priority banking services, benchmark S$200,000 as the minimum balance requirement to target the high net-worth market.
03/28/2014
21st Century solution to wealth management
The industry is still growing, and fast. The wealth of high-net-worth individuals is expected to grow by 6% annually
03/27/2014
The partnership with Raymond James underlines the development of the UK market
03/27/2014
Schroders boss Michael Dobson took home £8.4 million last year.
03/27/2014
Ross McEwan, group chief executive of the Royal Bank of Scotland, has set out a strategy that will tie Coutts more closely to the wider bank’s business customers.
03/27/2014
Anglo-South African Group sells German and Austrian wealth units for $303 million
"The transaction is part of Old Mutual Wealth's commitment to simplify its operations in Europe and focus on a select number of core growth markets,"
03/27/2014
The wealth management sector is among the list of top five most important industries to lift Australia's growth trajectory over the next 20 years
03/26/2014
Swiss private bank awarded wholesale banking licence in Singapore
The majority of EFG’s Singapore-based customers are high net worth clients with investible assets of over a million dollars each.
03/26/2014
Australian venture capital firm, OneVentures has launched the OneVentures Innovation and Growth Fund II, seeking to raise $100 million from institutional investors and high net worth individuals over the next 12 months.
03/26/2014
Ex-SJP adviser opens advice firm & online platform
A former adviser at national wealth management firm St James’s Place has opened a new firm heavily centered on providing discretionary fund management through an online platform.