03/05/2012

Wealth managers look to growth funds

But Gee says investors should be seeking out steady, long-term growth holdings for their portfolios instead, such as UK and global growth funds.

03/05/2012

The Challenges of Multi-Generational Wealth Management in Asia

The initial public offering also provided a window into the burgeoning wealth in the region and the dynamics — and concerns — that many wealthy Asian families face as they contemplate succession plans and the challenges of passing their wealth

03/05/2012

SABB named Best Private Bank by Euromoney

Factors such as assets under management, profitability, ratio of clients to relationship managers, and services offered, among other features, are all considered in developing the ranking of top private banks.

03/05/2012

Wealth manager scores big coup

Pro Ice provides "personal CFO" services to about 40 hockey players throughout the NHL and tax services to about 100 current and retired players. A couple of newcomers to his tax roster ply their trade at the MTS Centre.

03/05/2012

Cultivating Wealth Management in Asia

As the Western economies continue to struggle to pull themselves out of the storm of post-crisis blues and the cyclone – the European sovereign debt situation – howling through the European Union, the weather in South East Asia looks rather ro

03/02/2012

Bonham Carter: we're in an 'Alice in Wonderland’ world

Speaking at an investment dinner for Jupiter’s private clients, he warned against placing too much in the received wisdom of ‘experts’ but nevertheless outlined the macro-economic challenges faced by investors today.

03/02/2012

BBH and Ogilvy vie for Barclays ad brief

It is thought the process is being overseen by Michelle McEttrick, the chief marketing officer at Barclays Global Retail Banking, and David Wheldon, the former Coca-Cola and Vodafone marketer who is the head of brand, reputation and citizenship. He arrive