05/10/2012
Noah Holdings Limited, the leading independent service provider focusing on distributing wealth management products to the high net worth population in China, today announced its unaudited financial results for the first quarter of 2012.
05/10/2012
Stifel Financial Corp.'s first quarter profit increased 11 percent in the first quarter.
05/10/2012
Wealth management chiefs have hit out at the lack of transparency over how the Financial Services Compensation Scheme arrived at its £265 million levy for 2012 and 2013.
05/10/2012
Constant Korthout, CFRO of Van Lanschot: "The excellent capital and liquidity position of the bank reflects its undiminished strong foundations. The financial markets remain extremely volatile due in part to the ongoing European debt crisis. Thanks t
05/10/2012
Ashcourt Rowan has made its discretionary fund management services available on Axa Wealth’s Elevate platform.
05/10/2012
Fidelity Investments Canada ULC today announced the launch of three new investment solutions, spanning fixed income, capital yield and Canadian equity categories.
05/10/2012
The latest deal was prompted by the retirement of co-founder John Pratt
05/09/2012
The JV enables AFH to access the influential South Wales market and grow the new brand quickly and efficiently.
05/09/2012
Philanthropy: Rich seek better guidance on how to give away cash
In less than a decade, philanthropy offices have become an integral part of the world’s largest private banks and wealth management providers.
05/09/2012
That is the view of Francesco de Ferrari, Asia-Pacific head of private banking for Credit Suisse, who is faced with tripling the size of the business in a testing climate and a competitive landscape.
05/09/2012
Warren Buffett Calls for 90% Billionaire Wealth Tax (Satire)
Buffett and Munger have avoided paying taxes by keeping much of their wealth tied up in unsold Berkshire Hathaway shares that have risen in value and made them wealthy men.
05/09/2012
Moscow Is The Home For The Super Rich?
What makes this even more astonishing is that there will be even more billionaires living in Russia in the very near future. Last year, there were only 32 billionaires and 62 almost-billionaires.
05/09/2012
Oppenheim expands asset management team
As Dr Wolfgang Leoni, member of Sal. Oppenheim's Executive Board and Chief Investment Officer responsible for the bank's investment strategy, explained, “These two experienced experts represent a logical development of our integrated asset
05/09/2012
Wang and billionaire investor Liu are part of a new generation of wealthy Asians that is better known for splashing out on extravagant toys
05/09/2012
The results of the latest millionaire monitor survey show that a third of those surveyed would trust a financial adviser to handle their money, give them good advice and help them meet their financial goals.
05/09/2012
People will be able to make charitable donations at the same time as withdrawing money from thousands of cash machines across the UK from this summer.
05/09/2012
The days of the blockbuster deal in the banking sector are over.
05/09/2012
“Both are profitable and successful firms that have owner-managers who wish to utilise the significant support of the group and our other offices to continue growing their individual offerings.”
05/08/2012
Is the current wave of FTSE 100 shareholder revolts evidence of a wider shift in investors' attitudes to high pay?
05/08/2012
The changing face of Indian HNI
This is also corroborated by Swiss private banking group Julius Baer who projects India’s HNI population to more than double to 4,03,000 by 2015. It is clear that there will be several “wealth management teams” that will salivate at this