07/14/2013
The deVere Group's Nigel Green was officially presented as Acuma's new owner to the firm's 50-strong team at the entity's headquarters in Dubai this morning, after the deal was finalised on Friday.
07/14/2013
China's banking regulator has taken further steps to tighten its oversight of wealth management products by asking banks to register these products before selling them to the public.
07/14/2013
Well Placed To Withstand Pressure
07/14/2013
Swiss private banking institution incorporates activity of Merrill Lynch's wealth management division into its TA office to strengthen presence in Israeli market
07/14/2013
Itaú Private Bank International: Building on Miami’s allure to Latins
07/14/2013
London has strong links to the Gulf region due to its historical bonds with the sheikhdoms when they granted Britain as trucial states access
07/14/2013
Bennelong has stated it plans to build a national wealth management business targeted to high-net-worth clients
07/14/2013
"Nine in 10 high net worth individuals use social media and 52% would like to engage with an adviser through social media," Ambrose said.
07/14/2013
Approximately 20 employees working for the private banking business of HSBC Trinkaus & Burkhardt (International) SA are expected to transfer to VP Bank as part of the sale.
07/14/2013
The bank has some $398 billion under management globally, and was followed in the list by Barclays which runs $201.4 billion.
07/14/2013
The race to secure the best priced share classes intensified earlier this month when Standard Life became the first platform to secure super clean deals.
07/14/2013
The independent, RIA industry is a growing $3.2 trillion market that continues to attract fiduciary-minded wealth managers
07/14/2013
Chief Executive Officer Michael Corbat, 53, has fired thousands of workers and scaled back operations in some countries to cut costs since replacing Vikram Pandit, 56, in October.
07/14/2013
The world is changing for angel investors, the ultra-wealthy looking for start-up companies to fund
07/14/2013
As mobile technology and social media usage increases, so, too, do concerns about the security of financial information
07/14/2013
Towergate Financial awards 7IM with mandate for its passive model portfolio range after “concerns” about previous manager Evercore Pan-Asset’s performance.
07/11/2013
Would an acquisition be out of the question?
07/11/2013
Part of the Punter Southall Group, PIM has £1.5 billion of assets under management and sees this transaction as an important milestone in its continuing growth.
07/11/2013
The US economy was showing "broad-based signs" of recovery, but consumers and small businesses remained cautious, he said.
07/11/2013
Over the past 15 months, the bank has ramped up its wealth management and private banking services.