09/02/2013
The Edmond de Rothschild Group, with more than 55 billion Swiss francs (close to 45 billion euros) under management, aims to raise a further 25 billion Swiss francs by 2016
09/02/2013
The latest performance estimates for the ARC Private Client Indices and ARC Charity Indices are now available.
09/01/2013
Bluefin owner AXA had put the business up for sale, alongside employee benefits arm Bluefin Corporate Consulting, in 2011.
09/01/2013
The First State Global Emerging Markets Leaders Fund has been removed from the Wealth 150 list of our favourite funds for new investment.
09/01/2013
The hiring reflects a long-term objective of geographically balancing a portfolio which is now nearly 80 percent exposed to Europe.
09/01/2013
The DFM will offer a range of risk-rated model portfolios using passive investments including Oeics and exchange-traded funds.
09/01/2013
Then there are the stories about hedge funds turning themselves into family offices.
08/31/2013
HSBC, Europe's biggest bank, has cut its retail banking business in some Middle Eastern nations
08/30/2013
Super-rich Indians account for more than 20% of the wealth of ultra-high net worth
08/29/2013
In its financial statement for the year ended 31 December 2012 UK Wealth Management said the RDR had affected its revenues and acquisition strategy and led to adviser departures.
08/29/2013
Frontier markets have not suffered the same heavy year-to-date outflows as emerging market funds
08/29/2013
It’s just like “The Sound of Music,” without the Nazis.
08/28/2013
Many foreign banks came in without giving enough thought about the sustainability of the business
08/28/2013
Royal Bank of Canada’s profit soared to new heights in the third quarter as the bank reported record earnings of $2.3-billion.
08/28/2013
Sesame, the adviser network arm of Sesame Bankhall group, has reported a loss for 2012 of £9.3m - four times its losses in 2011 - as a provision for a regulatory fine took its toll.
08/28/2013
John Price, executive director of Coutts in Liverpool, says the recession has prompted more people to seek wealth management advice
08/28/2013
Good momentum and growing marke t traction at Kleinwort Benson Wealth Management have not yet translated into profitability due to the continuation of the challenging market conditions seen in 2012, coupled with our ongoing investment into the business to
08/28/2013
Academy director Adrian Batchelor says there is “no justification” for the sector being so dominated by men.
08/28/2013
The bank maintained in July that the agreement would have no impact on its income statement
08/27/2013
Infinity says “a large percentage” of its existing clients have thus far switched some or all of their investible assets over to Bestinvest (BI), and “virtually all new clients are choosing it as their investment manager”.