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.
Wealth and Asset Management
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.
03/26/2013
Billionaires Don't Have Financial Planners –– They Have Personal Financial Officers
We couldn't help but ask ourselves –– what does someone do with that much cash?
03/26/2013
Credit Suisse bolsters wealth manager arm
The businesses with a total of over USD 13 bn of assets under management are based in the UK, Italy and Dubai, serving predominantly international Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients across Europe.
03/26/2013
Funds increase at Wealth management group
A 2011 operating loss of £1m was turned into a profit of £90,000, underpinned by a £2m rise in revenue to £25m
03/26/2013
Liontrust assets double in a year following Walker Crips takeover
The amount of money managed by Liontrust Asset Management almost doubled over the past year
03/26/2013
Nerine develops domestic trusts for India
Nerine was the first independent trust company to open an office in India
03/26/2013
UBS’s Weber Sees ‘Challenging Environment’ in Wealth Management
Profitability at UBS’s wealth management unit, which oversees assets of 821 billion francs ($865.6 billion) outside of the Americas, is under pressure as clients prefer to hold cash rather than invest the money.
03/26/2013
China Tightens Regulations on Wealth Management
Wealth management products are a form of high-interest deposit that banks and other financial institutions offer to clients, using the proceeds for various kinds of lending and investment.
03/25/2013
Middle East family investors eye east Europe bargains
Ready to take on more risk.
03/25/2013
The World's Most Exclusive Magazine Chosen by Billionaires and the Wealth
The Billionaire Magazine primarily aims to provide an effective platform where the elite and the most successful individuals of modern times can meet, enjoy a lifestyle of luxury and can best be entertained.
03/25/2013
Bermuda-based group targets JO Hambro IM
The Swiss bank had been seeking a buyer for JO Hambro Investment Management for most of last year.
03/25/2013
FF&P Launches Global Equity Fund
To focuses on companies with high and sustainable returns on equity and strong free cash flows
03/25/2013
Most Russians Suspicious of Wealth, Survey Shows
Most Russians find it distasteful when lawmakers and officials are wealthy
03/24/2013
JPMorgan Chase Wins Actual Award For Its Handling Of The London Whale Debacle
What's dumber than JPMorgan Chase losing $6 billion in credit derivatives
03/24/2013
World’s wealthy people shed $15b
The biggest loser was Larry Ellison
03/24/2013
Wealth Management Goes Institutional
A global asset management survey recently conducted by Linedata found that 30% of asset managers consider system consolidation to be a top IT priority.