10/21/2012
In the past thirty years asset management has evolved from a profession to a distribution-driven industry, and shifted from a client-driven approach to being product-driven. In the third paper published by the 300 Club,
10/21/2012
Group pledges to ‘develop further’ its product range.
10/18/2012
Barclays and other wealth managers will likely have to buy the clean fee share classes
10/18/2012
The BS8577 is a work-based assessment in which the British Standards Institute visits a firm
10/18/2012
The Boston Consulting Group has made public a new study of the market for wealth management
10/18/2012
UBS is considering cuts in equities and fixed income as it trims its merger advisory staff
10/18/2012
As at 30 September 2012 discretionary funds under management totalled GBP £3.751 billion.
10/18/2012
Nico Lambrechts, 46, an investment analyst with Investec Asset Management in the British capital, who studied at Stellenbosch University, died last Wednesday after falling 25m from an exclusive open-air restaurant.
10/18/2012
A new report produced by Ledbury Research reveals some green shoots in wealthy consumer sentiment, as the outlooks of the most influential CEOs in the luxury industry continue to fall.
10/18/2012
The company has grown its asset base from an initial £20 million to a current figure of around £500 million. Bradley Stuart last year delivered turnover of around £1.28 million.
10/18/2012
Assets under custody rose 14% to $4.761 trillion while assets under management increased 16% to $749.7 billion.
10/18/2012
Following an extensive due diligence process, DB PWM has also been awarded the ARC Approved Due Diligence Kitemark.
10/17/2012
New advisory firm Bellpenny will bring a “fresh and forward-looking approach”
10/17/2012
Three in five say charities should take the lead on 'stewardship' issues, but Penny Shepherd of Uksif says not enough of them are signed up to the Financial Reporting Council's stewardship code
10/17/2012
AXA Wealth has announced the full details of its post-RDR product changes and how the transition from present to future will work.
10/16/2012
Since late September the firm has switched £200 million of assets out of retail and institutional share classes into even cleaner new RDR-compliant share classes.
10/16/2012
"We're in a new environment which will permanently transform the investment banking profession and in which there is a much greater potential for independent players,"
10/16/2012
BNP Paribas Wealth Management has now passed an initial milestone
10/15/2012
What does this tell us about 2012 bonuses?
10/15/2012
Former Credit Suisse Banker Creates M&A Boutique
He was co-head of Credit Suisse AG’s investment bank in France, Belgium and Luxembourg since 2009, after spending more than 15 years at Morgan Stanley.