02/20/2013
“The strong performance of our Wealth Management business reinforces the benefits of the merger with AXA, with a suite of contemporary products and services that cater for all key market segments, supported by Australia’s leading financial adv
02/20/2013
Client assets under administration reached a new record of $403 billion, up 2.8% over last month and 43.6% over last January. Similarly, financial assets under management reached a new high of $48.9 billion, up 5.2% over last month and 32.9% over last Jan
02/20/2013
Sanlam Private Wealth has acquired two new IFA businesses for an undisclosed sum
02/20/2013
Vontobel moves Dubai business to Geneva after good year
The Zurich-based bank, long noted for its work as an investment bank, has had offices in Geneva since 1993, where it has private and institutional clients.
02/19/2013
The Sarian Group manages $650 million for high-net-worth clients
02/19/2013
“By adding or expanding these offices, we deliver the private banking and wealth management services our clients value
02/19/2013
Rathbones grows funds as ex-Williams de Broë chief joins board
Profit falls at private client and investment manager as £1m FSCS bill hits.
02/19/2013
The wealth unit is hoping to increase its client base in Asia
02/18/2013
‘The Prince’s Foundation for Children & the Arts’ and ‘Holts Academy’ supported by Coutts
02/18/2013
Initial amount of approximately £2 billion and is expected to be funded within the next week.
02/18/2013
Wealth can be complicated
02/17/2013
Families could be forced to pay a tax on heirlooms including jewellery and paintings under the Liberal Democrat scheme.
02/17/2013
Here's How Long It Takes To Become A Millionaire In Different Countries
How long would it take for an average person to earn that special sum?
02/17/2013
The office was opened by Prince Max von und zu Liechtenstein, chief executive of the LGT Group.
02/17/2013
Private wealth in the region took a beating during the financial crisis, as the Arabian Gulf's property crash and a collapse in equity markets hammered assets.
02/17/2013
“We know that risk and return are related, and we believe in taking thoughtful risk for clients to enable them to accomplish their financial goals.”
02/17/2013
The move is the latest instance of banks seeking to bulk up their presence in wealth management.
02/17/2013
The group has gained FSA approval to launch a UK-focused private merchant bank, targeting companies, family offices and wealthy individuals.
02/17/2013
The consideration of £25,000 was paid by WH Ireland in cash on completion of the Transaction.
02/17/2013
In line with our commitment to identify fund pricing solutions which will be of direct benefit to our clients,