06/13/2012
Only 19% of treasure assets - which include items such as precious jewellery, fine art, antique furniture, classic automobiles and precious metals - are held for financial motivations , according to the latest report in the Wealth Insights series from Bar
06/13/2012
The business, located in Europe, the Middle East, Latin America and Asia, is expected to cost $1.5-$2 billon.
06/13/2012
The awards, some of the most coveted prizes in the UK financial industry and presented in London's opulent Guildhall, are voted for by more than 14,000 individuals across the market.
06/13/2012
The Wealth Management Forum is hosted by Hubbis, an independent provider of editorial content and training for the wealth management industry in Asia. The forum is the leading event of its kind in Malaysia, and dedicated to the wealth management and priva
06/13/2012
A great deal of the drop came from the collapse of housing wealth after the bubble burst — median home equity dropped 42 percent between 2007 and 2010.
06/13/2012
The Legacy Process provides coaching and runs a week-long residential Legacy Retreat held in the bucolic environs of the Mornington Peninsula, Australia.
06/13/2012
UAE-based Wealth Management company opens Switzerland office
Having been in the financial services industry for over 7 years and previously in charge of Geneva for Guardian Wealth Management, Aaron Pacitti is well placed to take on the role of Senior Vice President at Globaleye SARL.
06/13/2012
The team at Adams Wealth Advisors has over 35 years of experience in the financial services industry and is confident in the positive outcomes that will arise from this move.
06/13/2012
Net revenue (gross profit) down 2.8% to £14.57 million (2011: £14.99 million)
06/13/2012
The wealth management industry has huge potential in China, but it needs to learn from international experience, China's top securities regulator said recently.
06/13/2012
"This recognition reinforces and renews our commitment and dedication to growing our business and brand awareness as a leading provider of exclusive tailor-made wealth management services, thus building on our emerging markets expertise and the solid
06/12/2012
They are also going to have to “know their clients” better than in the past and demonstrate suitability more rigorously than they may be used to.
06/12/2012
Against the backdrop of volatile markets, seven in ten advisers (71%) say the majority of their clients are conflicted between pursuing return and protecting capital. Advisers, recognising their clients' anxiety and the need for more durable portfoli
06/12/2012
With considerable experience in wealth management and extensive knowledge of US equity markets she will continue to develop Reyl France’s advisory service for investment in unlisted companies.
06/11/2012
A secret $1bn US property empire amassed by members of the Saudi royal family is the subject of a bitter legal dispute that threatens to reveal the extent of the family's American business interests.
06/11/2012
In terms of proportion of $100 million-plus, ultra-high-net-worth (UHNW) households, Kuwait and Qatar each had 6 UHNW households per 100,000 households, while the UAE had 4 UHNW households per 100,000 households.
06/11/2012
The Philippine financial and economic managers seek ways and innovations to provide impetus for growth and open more opportunities in the fledgling wealth management sector.
06/11/2012
Asia leads the way for growth and drives growth for other countries said Steven Crosby of PwC New York during a recent presentation in the Cayman Islands.
06/11/2012
The British public's thirst for champagne – both to drink and as an investment – has fizzed to record levels, spurred by the Diamond Jubilee and the anticipation of the Olympic Games.
06/11/2012
Credit Suisse has otherwise been relatively quiet on the private banking deal front.