04/09/2013
National wealth manager to target major acquisitions in five-year asset drive
‘Going into the next calendar year, we will very much be looking at acquisitions – and major acquisitions – in the space because I think economies of scale in the market will become much more important,’ Hall said.
04/09/2013
The bank may move some staff from Australia to faster- growing parts of Asia
04/08/2013
"It will enable clients to take advantage of Brooks Macdonald’s research-driven approach to delivering strong and consistent risk-adjusted returns.”
04/08/2013
GBAM seeks to develop a network to hold discussions about important business issues faced by boutique managers - strategy, products, markets, clients, etc.
04/08/2013
Most investors remain angry, but negative sentiment is strongest among the richest
04/08/2013
Wealth manager will fund annual fee for higher-value clients and half of the fee for medium-value clients
04/08/2013
Predicted to be the largest offshore private banking market by 2020.
04/07/2013
They are paying these financial advisers as much as 0.25 percent of the assets that their clients put into no-transaction-fee mutual funds.
04/07/2013
Winners will be recognized in Trusts & Estates’ October Charitable Giving Supplement.
04/07/2013
''The government promised that the majority of people would not be impacted, and they've made good on that.''
04/07/2013
Roger's independent wealth management company will focus on serving clients looking for an advisor that will actively manage their assets while personalizing investment strategies.
04/07/2013
Wealth will increase by 25 percent, to $23.5 trillion, Timetric says.
04/07/2013
Chartered financial planner Hannah Foxley is launching a wealth management programme for women after several clients expressed an interest in learning about their relationship with money.
04/07/2013
Swiss lender says bleak economic outlook in Europe is partly behind shift in business focus
04/07/2013
Credit Suisse chairman Urs Rohner is aiming to rebuild public trust in the banking industry, after its image suffered amid the financial crisis
04/07/2013
This is the second acquisition this year; the purchase of Moore Management, which completed in January, expanded the Group’s fund offering and presence into the Far East.
04/04/2013
'Wealth managers need to "quantify" the trust clients are willing to place in them.'
04/04/2013
"An Advisor's Guide to Becoming a Stronger Wealth Manager," provides advisors with the tools they need to establish greater efficiencies.
04/04/2013
Following are the results of the latest Bloomberg Billionaires Index ranking the world’s 100 wealthiest individuals.
04/04/2013
"We have seen how some CEOs are receiving smaller incentive packages, which goes in line with weaker company performances," Elaine Prior, Citi Research Industry Thematics and ESG analyst said