03/26/2012
Historically, setting up private trusts offshore has been a preferred vehicle for Asia’s wealthy families and individuals to manage their assets as they crave the discreetness and protection that offshore trust laws offer in times of war or major li
03/26/2012
The firm also plans to help its plan sponsors educate participants on the 401(k) and defined benefit plans they participate in.
03/26/2012
Leading charities are considering boycotting a high-profile philanthropy conference hosted by Downing Street this spring and a number of wealthy individuals have warned their own giving will fall as anger grows over Budget plans to cap tax relief on donat
03/26/2012
Product providers are reassessing their offerings to the independent adviser market, according to ANZ Wealth, with new strategies under development to address massive issues.
03/26/2012
It’s rare that questions of honor are raised in the buyout industry. But according to Tom Murphy, who manages investments for as many as 40 of Australia’s richest families, it’s time they were.
03/26/2012
The FSA identified deficiencies in nearly three quarters of the PEP and high risk customer files reviewed.
03/26/2012
Barclays Plc (BARC) is targeting millionaires in emerging markets and squeezing more revenue from super-rich clients with at least 50 million pounds ($79.3 million) of investable assets.
03/26/2012
Aberdeen says the latest figures reflect “the continuing theme” of flows into higher margin products across the business.
03/23/2012
According to the research, many investors think stocks are good value after a period of weakness and are starting to invest once again.
03/23/2012
"It's a great hire. He is a relationship man, not a manager and (UBS's chief executive Sergio) Ermotti knows him well", said a top UBS banker in London.
03/23/2012
Concerns over whether wealth managers are delivering value for money drove client satisfaction lower in 2011, according to consultants MDRC.
03/23/2012
Rich philanthropists will be deterred from making large donations to charities following a change to tax relief rules, the Government was warned last night.
03/23/2012
The 30 per cent Club Investor Group is stepping up its commitment to get more women on the boards of UK companies.
03/23/2012
It’s not surprising that CEOs and other decision makers would want to promote these issues. The skeptics can say that this is self-serving and benefits business.
03/23/2012
Bleak Outlook Creates Investor InertiaThe survey, conducted between February 9 and 12 of this year, found that worries about the markets and the economy are leading investors to delay making investing or planning decisions.
03/23/2012
"This level of compensation reflects the lower financial performance compared to the prior year and the lower share price and also recognises Mr Dougan's contribution to the long-term execution of the strategy and positioning of the firm in a ch
03/23/2012
Braveheart said the deal consolidates its position in Yorkshire.
03/23/2012
The decision to set up a new business unit specialised in meeting the needs of professionals in sports and culture is predicated on the unique characteristics of this group, whose earnings potential is restricted to a short period of time.
03/23/2012
The market rally is likely to grind higher on mounting evidence that the US is reasserting itself as an engine of world economic growth. Indeed, the world has moved closer towards the upper end of our base-case economic scenario. But while the rally is wa
03/23/2012
They're moving on up.