09/16/2012
Wealth management companies and private banks have cottoned on to something their cousins in institutional fund management have known for a long time: the value of a partnership with a large and steady custodian bank.
09/16/2012
London thrives as foreign art investors seek safe haven from political and financial instability
09/16/2012
The firm beat its target of becoming chartered by December 2012.
09/16/2012
Not content with advising the Queen, Coutts, the private bank, has other big ambitions: it wants to deliver the kind of investment service to its wealthy clients that sophisticated institutional investors are used to elsewhere. Its owner, Royal Bank of Sc
09/16/2012
Quilter first opened a dedicated office in Edinburgh in January 2011, soon after appointing Alan Aitchison as its head and Mark Hallam as investment manager.
09/16/2012
India is home to as many as 7,730 ultra high net worth (UHNW) individuals whose combined wealth amounts to a whopping USD 925 billion, says a study.
09/13/2012
They focus on facts, not forecasts, looking for strong balance sheets, low debt and simple business models.
09/13/2012
At present, nine asset owners, 14 asset managers and nine professional service partners in Germany have signed up the UN PRI.
09/13/2012
Manulife Private Wealth's goals-based investment management approach uses a team model to leverage Manulife Asset Management's extensive experience in domestic and international institutional investment management with expertise across asset cla
09/13/2012
UBS is looking at capping bankers’ bonuses as the Swiss bank joins its European peers in cracking down on remuneration schemes following regulatory and investor pressure.
09/13/2012
“Every business unit, and every individual, will have a balanced scorecard derived from the group’s, and against which they are measured. Compensation will be based on the balanced scorecard,” he explained.
09/13/2012
AXA Wealth has removed its commission-related charges it retains on top-ups to reflect the fact commission will not be paid after the retail distribution review (RDR).
09/13/2012
The report, titled Capturing Growth in Adverse Times: Global Asset Management 2012, provides the findings of BCG's tenth annual study of the worldwide asset-management industry.
09/13/2012
WealthInsight, specialists in data on high net worth individuals, have released the latest figures on UK multimillionaires - defined as having net assets of more than US$30m - broken down by where they live.
09/13/2012
Millionaires are most likely to seek the services of a full-service broker, but those at the very top of the wealth pyramid are looking for different types of advice, according to the latest Millionaire Corner study, $25 Million Plus Investor 2012.
09/12/2012
According to the Capgemini and RBC Wealth Management World Wealth Report 2012, the number of Asia-Pacific HNWIs hit 3.37 million in 2011, compared to 3.35 million in North America, and 3.17 million in Europe.
09/12/2012
"A strong investment bank franchise in Asia, Eastern Europe and the Middle East gives the bank access to entrepreneurs and other wealthy individuals."
09/12/2012
The paper outlines the digital demands next generation customers will present as they inherit the current population’s wealth in just a few years.
09/12/2012
Germany’s oldest privately owned bank is seeking to add sales staff to its two-strong New York office, as the head of its UK operations suggested that US investors could return to European equities “very quickly” in the right conditions.
09/12/2012
Pre-tax profit was £8.5m on revenue of £53.3m compared to £7.3m off £52.2m a year earlier.