12/02/2012

Wealth firms scramble to lure foreign clients

Wealth managers are rushing to set up tailored services for increasing numbers of foreign millionaires applying for investor visas to stay in the UK, with wealthy Russians leading the surge.

12/02/2012

Do You “Like” Your Wealth Manager?

Responding to the startling rise of social media, the majority of leading private banks and wealth managers are improving in deploying certain elements of social media and some platforms but, for the most part, lack effective social media strategies.

12/02/2012

Saltus buys wealth manager

This is the second acquisition by Saltus in 2012 after the group acquired Midlands-based discretionary fund manager Montague Capital in August 2012.

12/02/2012

Meet the wealth management firm of the future

When David Drucker and Joel Bruckenstein wrote a book about technology innovations for advisers in 2002, many readers were skeptical of their recommendations to use email and create a website.

11/28/2012

RBC Wealth Management net income up 16%

Royal Bank of Canada today reported record net income of $7.5 billion for the year ended October 31, 2012, up $1.1 billion or 17% from the prior year.