03/13/2013
Adviser Solutions division extends access to Managed Portfolios range
The implementation of the Retail Distribution Review has created a significant upswing in the number of IFAs partnering with DFMs.
03/13/2013
The implementation of the Retail Distribution Review has created a significant upswing in the number of IFAs partnering with DFMs.
03/13/2013
Investec Asset Management Employees Buy Stake for $269 Million
“Investec and Investec Asset Management strongly believe that institutional clients are attracted to asset management companies that have significant operational independence and alignment of incentive structures to long-term performance,” the
03/13/2013
Wealth-X has released a statistical profile of the average Middle Eastern ultra high net worth individual (UHNWI) based on proprietary demographic and wealth indicators.
03/13/2013
Escuela de Finanzas’ Masters Programme is a five part course covering Financial Markets, Portfolio Construction Theory, Applied Wealth Management, Islamic Finance and Skill Management.
03/13/2013
Mr Bramson said 2012 was “a year of significant change” as the firm sought to cut costs
03/13/2013
He also warned that the cap would undermine the system of bonus clawbacks for misbehaviour and poor performance, the FT said.
03/13/2013
Barclays demonstrates commitment to UK expansion with new office in Yorkshire
It is the sixth Wealth and Investment Management office opened by Barclays in the past eighteen month
03/13/2013
Last year this figure was 96, highlighting how fast wealth is being created in the Middle Kingdom. In addition, China has more than one million millionaires.
03/12/2013
Wheatley, who will lead the FCA, said he will set up a wealth-management supervision department to increase oversight.
03/12/2013
The French fund house, which aims mainly to sell its wealth management products, opened its office in Hong Kong in early November last year.
03/12/2013
Revenues rose by 23% to £31.46m and the interim dividend of 6.5p per share is 8% up on last time.
03/12/2013
UBS CEO says no plans to sell U.S. wealth management arm
There has periodically been speculation that UBS might sell the U.S. wealth management business as its broker-based model is different from UBS's larger private bank.
03/12/2013
Feeney will join the Old Mutual group executive committee from 1 April alongside Ralph Mupita who is chief executive of Old Mutual Emerging Markets and Carlton Hood, group customer director.
03/12/2013
"The Path Towards Business Success and Confidence" The FIBA Wealth Management Forum 2013
03/11/2013
A pick-up in the markets contributed to growth in underlying assets."
03/11/2013
The Midlands represents the last remaining geographical gap for the business, which has recently gained a presence in the Channel Islands after acquiring Spearpoint.
03/11/2013
The move comes just weeks before the Bank of England is set to outline the scale a multi-billion pound capital shortfall for U.K. lenders.
03/11/2013
Almost two-thirds of London bankers think they were underpaid last year and half believe they have been treated unfairly.
03/11/2013
This transaction is expected to result in an exceptional accounting gain of approximately CHF 37 million in EFG International's 2013 financial statements.
03/11/2013
The Coutts Prize aims to recognise outstanding achievement and exemplary practice in family governance, business governance and social responsibility, as well as raise awareness of the economic and social benefits of family businesses, and the challenges