08/19/2011
Wealthy Britons use independent financial advisers more than any other form of third party advice about money, according to research commissioned by Skandia for its Millionaire Monitor report.
08/19/2011
THE economy may be weighed down by high inflation and unemployment but family owned businesses appear to be weathering the storm.
08/19/2011
HSBC Holdings' (HBC) Canadian wealth unit chief told financial advisers to "stay the course," dismissing rumors of a potential sale of HSBC's Canadian retail brokerage operations.
08/19/2011
Bahrain investment firm opens India office
08/18/2011
Bhargava has launched InfraHedge to allow wealth managers, family offices, multi-family offices and institutional investors to ring-fence their assets from broader fund structures to protect against gating, which can occur in extreme market conditions.
08/18/2011
Canaccord Financial is in talks to take over a U.K. financial services business, two weeks after the Vancouver-based firm branched into Australia and Hong Kong.
08/18/2011
Axa Wealth speaks out against provider claims that banning legacy commission may double the costs of the RDR.
08/18/2011
The first half year of 2011 shows a similar picture as last year.
08/17/2011
Investment management company Brewin Dolphin has promoted Richard Croydon to regional director.
08/17/2011
Lehman pursues former brokers' bonuses
08/17/2011
Axa Wealth denies cost increase from commission ban
08/16/2011
Ian Ewart, Director of Marketing at RBS Wealth Division, said: “We’re excited to be partnering Jaguar to mark 50 years of the E-type.
08/16/2011
With this acquisition, UBP adds 20% to its overall assets under management and expands its core Swiss private banking business.
08/16/2011
State Street bags accolade for global marketing
08/16/2011
Wealthy take estate-tax exemptions beyond grave until 2013
08/16/2011
Van Lanschot's services revolve around wealth creation and protection: assets under management were up 5% in the first half of 2011
08/16/2011
Wall Street will cut year-end bonuses for fixed-income and equities employees by as much as 30 percent from last year, according to revised estimates from Johnson Associates Inc.
08/16/2011
Axa Wealth’s platform Elevate has partnered with discretionary managers Investec Wealth & Investment and Mercater Capital Management.
08/16/2011
Warren Buffett wants to pay more taxes.
08/16/2011
HwangDBS IM sharpens wealth-management focus