03/10/2013
Swiss Banks Working On Plan To Handle Customer Complaints
Plans to create the arbitration procedure are currently being discussed
Wealth and Asset Management
03/10/2013
China's Hidden Wealth Estimated At $2.34 Trillion
Today there are probably 4,000 billionaires in the world
03/10/2013
The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors
Study Offers Critical Advice for Addressing a Traditionally Underserved Market Through the Recruiting and Retention of Women in These Roles
03/10/2013
This is how Ireland's super-rich are now investing their billions
"They realise that they need to invest their money in something where it will beat inflation."
03/10/2013
Private clients lacking inflation protection
High-net-worth individuals do not tend to have as big a focus on inflation as investors such as insurers or pension funds, since the latter two types of firms have large known liabilities they have to match assets to.
03/10/2013
HNW investor confidence surges to three-year high
The group reports that 53% of its HNW clients - who each have investable assets of more than £1m
03/08/2013
Convergent Launches Program for RIA Administrative Tasks
The Catapult initiative signifies a new addition to Convergent’s organic growth plans
03/07/2013
Advisor Impact Releases Latest Investor Data, Launches a Formal Client Engagement Index
Industry Report Card Reveals Value, Opportunity and Risk
03/07/2013
BNP Paribas Targets Asian Super-Rich to Boost Wealth Business
Societe Generale lured a net 1 billion euros
03/07/2013
Van Lanschot to review strategy after major loss
Underlying profit of € 2.0 million in difficult market conditions
03/06/2013
News Announces Wealth Management JV
Eureka Report and Clime Asset Management come together to offer more wealth creation solutions
03/06/2013
Will RBS sell Coutts?
Sir Mervyn King has suggested splitting RBS in two.
03/06/2013
Expectations low for UBS bankers awaiting bonus awards
Staff in UBS's investment bank waiting to be told by their boss what they have earned expect to be particularly hard hit.
03/06/2013
Private banking arm drags down Schroders profits for 2012
Financial markets and investor sentiment fluctuated sharply in the first half of 2012, with early gains in equity markets given back in the second quarter as concerns grew over the Eurozone and faltering economic growth.
03/06/2013
Barclays Wealth to open city office
The new office – which will be based at St Paul’s Place, in Norfolk Street, Sheffield
03/06/2013
Great Wealth Brings Great Responsibility - RESEARCH
While some people view charitable giving as a nice thing to do, the overwhelming majority of ultra-wealthy individuals see charitable giving as a necessity, according to a poll released today by SEI.
03/05/2013
DST Hosts Webinar to Address Top Wealth Management Reporting Challenges
Explore and suggest how to align a growth strategy with operational processes
03/05/2013
London & Capital signs platform partnership agreement with AVIVA
The deal will see London & Capital’s suite of ten actively managed and risk-graded growth portfolios, and three income portfolios, made available to advisers using the Aviva platform.
03/05/2013
Bankinter, Apollo in joint-bid for Generali's Swiss private bank
Brazilian bank Safra and Chinese rival ICBC are also bidding for BSI, two of the people said.
03/05/2013
Spectrem Group launches “Find an Advisor” on Millionaire Corner website
Search for a financial advisor by such factors as geography, specialty, professional designation, and the types of financial planning or investment services they offer.