06/07/2012
Wealth can be a double-edged sword according to Wealth Insights research from Barclays
The survey of 2000 high net worth individuals globally looked at a number of issues relating to succession planning including whether wealth leads to family conflict and the question of whether parents around the world trust their children to protect thei
06/07/2012
The link, which feeds daily data from Brooks Macdonald to Moneyinfo, allows clients and advisers to see the holdings and values of any investment under the discretionary management of Brooks Macdonald.
06/07/2012
New Private Banking offer at BNP Paribas Bank Polska
The new Private Banking offer includes also wealth planning and support in tax planning services realized by external entities.
06/07/2012
The FSA’s decision to stick to its guns with the inclusion of life products in its independence criteria will likely mean a proportion of the wealth management profession will become ‘restricted’ post-RDR.
06/07/2012
Offshore private banking division to shut down
The private bank is to shut up shop in Guernsey
06/06/2012
As indicated by the London International Vintners Exchange (LIVEX), investments in fine wine have produced a 195% return over the past seven years.
06/06/2012
Her Majesty, the Queen, who is celebrating 60 years on the throne, helms the list with a net worth of at least US$ 510 million. Prince Charles is next with at least US$ 210 million.
06/06/2012
Mr Scardino explained that the personalised and dedicated wealth management offering needed to be considered within the context of BOV’s universal offering, from financial planning to deposits and payments, foreign exchange, stockbroking, custody an
06/06/2012
Liechtenstein-based private bank builds Dubai presence
The private bank seeking to expand its footprint and attract business from rich Middle Eastern clients
06/06/2012
RHJ International confirmed today that its wholly owned subsidiary Kleinwort Benson Group has secured the support of co-investors to finance the acquisition of BHF-Bank.
06/06/2012
Walker Crips poaches investment managers from Ashcourt Rowan
Ashcourt Rowan moves investment management staff from its Savoy Investment Management subsidiary to stockbrokers Walker Crips.
06/05/2012
AS the eurozone lurches from crisis to crisis and Greece teeters on the brink of default and exit from the euro, the number of wealthy European property buyers in London has surged
06/04/2012
Anshu Jain, Co-Chairman of the Management Board and Group Executive Committee, said, "We have an enduring commitment to our universal banking model and will implement a team-based approach to leadership going forward."
06/04/2012
Initial surprise at the size of the so-called "golden handcuffs" unveiled on Thursday has quickly evolved into anger, with several minority shareholders claiming that the incentives offered to Davis and a slew of other executives were a direct a
06/04/2012
Oddo AM has been working with German and Austrian clients for almost five years and wants to strengthen its position in Germany by opening a Frankfurt office.
06/04/2012
Sixty years is a very long time when it comes to savings and investment, but with life expectancy pushing 90 financial planning for the very long term is becoming a must.
06/04/2012
Veco Invest is regulated by the Hong Kong SFC. For clients with global business needs, the Group's multi-lingual international commercial trade assistance team brings more than 30 years of solid experience in trade solutions to advise entrepreneurs o
06/04/2012
The integration is the latest step in UBS Chief Executive Sergio Ermotti's plan to shift the Swiss bank's primary focus to client and advisory businesses and pare down its investment bank following an embarrassing trading scandal last year.
06/01/2012
Players Must Take Action on Pricing, Costs, Risk, and Client-Centricity to Raise Their Games in Low-Growth, High-Regulation Climate, Says The Boston Consulting Group's New Report on Global Wealth
06/01/2012
Collins Stewart Wealth Management, headed by CEO Neil Darke, is to be rebranded Canaccord over the next 10 months.