09/02/2013
Fiera Capital Corporation announced today that it has reached agreements to acquire a prominent U.S. wealth management firm and, separately, a global asset manager as part of its strategy to expand into the U.S. market.
09/02/2013
At the end of 2012 there were 302,000 millionaires (HNWIs) in Australia, collectively holding US$900 billion, or 15.5% of the total individual wealth in the country.
09/01/2013
The Swiss financial industry portal finews.ch and Communicators communications agency surveyed more than 500 people working in the Swiss financial sector.
09/01/2013
Mr. Shang's remarks are generally in line with those of other officials who have called for ensuring the financial system serves the real economy.
09/01/2013
Bluefin owner AXA had put the business up for sale, alongside employee benefits arm Bluefin Corporate Consulting, in 2011.
09/01/2013
Bank of Singapore wants to boost assets under management to US$80 billion as more wealthy Asians let private banks decide on investments
09/01/2013
The 50:50 JV between the two investment banks was formed on 2007 to tap the fast-growing high networth individuals (HNI) client case
09/01/2013
The First State Global Emerging Markets Leaders Fund has been removed from the Wealth 150 list of our favourite funds for new investment.
09/01/2013
The hiring reflects a long-term objective of geographically balancing a portfolio which is now nearly 80 percent exposed to Europe.
09/01/2013
The DFM will offer a range of risk-rated model portfolios using passive investments including Oeics and exchange-traded funds.
09/01/2013
Analysts are predicting pre-tax profits of £190 million for the year, representing a jump of 25%, and a final dividend of 23.1p.
08/31/2013
HSBC, Europe's biggest bank, has cut its retail banking business in some Middle Eastern nations
08/30/2013
Super-rich Indians account for more than 20% of the wealth of ultra-high net worth
08/29/2013
The two-year part-time programme is aimed at providing participants exposure to in-depth and actionable expertise in client book management, client investment and client relationship management.
08/29/2013
Performance good but too small to survive
08/29/2013
The bank has not built out its wealth management capability aggressively
08/29/2013
It said revenue had declined as it changed its charging structure and that its approach to the RDR had caused some advisers to leave.
08/29/2013
Frontier markets have not suffered the same heavy year-to-date outflows as emerging market funds
08/28/2013
The two executives will be Hong Kong-based and report to Vincent Duhamel, head of Lombard Odier Asia-Pacific. Both positions are new roles.
08/28/2013
Stephen Evans, SCB’s head of private banking for Europe, Middle East, Africa and South Asia, reveals why Dubai is set to become a global private banking hub.