08/19/2011
Financial advisers to the world's richest people report some of their top clients have continued to make money throughout recent market turmoil by harnessing sophisticated investments out of reach to mainstream punters.
08/19/2011
Wealthy Britons use independent financial advisers more than any other form of third party advice about money, according to research commissioned by Skandia for its Millionaire Monitor report.
08/19/2011
THE economy may be weighed down by high inflation and unemployment but family owned businesses appear to be weathering the storm.
08/19/2011
HSBC Holdings' (HBC) Canadian wealth unit chief told financial advisers to "stay the course," dismissing rumors of a potential sale of HSBC's Canadian retail brokerage operations.
08/19/2011
Bahrain investment firm opens India office
08/18/2011
Bhargava has launched InfraHedge to allow wealth managers, family offices, multi-family offices and institutional investors to ring-fence their assets from broader fund structures to protect against gating, which can occur in extreme market conditions.
08/18/2011
Canaccord Financial is in talks to take over a U.K. financial services business, two weeks after the Vancouver-based firm branched into Australia and Hong Kong.
08/18/2011
Axa Wealth speaks out against provider claims that banning legacy commission may double the costs of the RDR.
08/18/2011
The first half year of 2011 shows a similar picture as last year.
08/17/2011
Investment management company Brewin Dolphin has promoted Richard Croydon to regional director.
08/17/2011
Lehman pursues former brokers' bonuses
08/17/2011
Axa Wealth denies cost increase from commission ban
08/16/2011
Ian Ewart, Director of Marketing at RBS Wealth Division, said: “We’re excited to be partnering Jaguar to mark 50 years of the E-type.
08/16/2011
With this acquisition, UBP adds 20% to its overall assets under management and expands its core Swiss private banking business.
08/16/2011
State Street bags accolade for global marketing
08/16/2011
Wealthy take estate-tax exemptions beyond grave until 2013
08/16/2011
Van Lanschot's services revolve around wealth creation and protection: assets under management were up 5% in the first half of 2011
08/16/2011
Wall Street will cut year-end bonuses for fixed-income and equities employees by as much as 30 percent from last year, according to revised estimates from Johnson Associates Inc.
08/16/2011
Axa Wealth’s platform Elevate has partnered with discretionary managers Investec Wealth & Investment and Mercater Capital Management.
08/16/2011
Warren Buffett wants to pay more taxes.