10/24/2012
The award was announced at the 22nd annual PBI Wealth Management Summit in Singapore. Since first being held over two decades ago, the event has grown significantly and now draws a large number of influential industry specialists, private bankers and exe
10/24/2012
Emphasis is moving away from performance relative to benchmarks and toward investor outcomes
10/24/2012
"Our aim is to recruit professionals with strong experience, who share our vision of the business."
10/24/2012
Adviser says provider’s “fair” move highlights issue of clients that may suffer through going direct post-RDR.
10/24/2012
Private Banking with 3Q12 net revenues of CHF 2,591 million and pre-tax income of CHF 689 million
10/24/2012
The findings come from Legal & General Investments' What Matters Investment Index which investigates investors' views of the market which is now in its third year.
10/23/2012
The national IFA has told around 50 of its 200 advisers who advise more than 250 clients to cut numbers by January.
10/23/2012
The total annualised rate of net inflows of 5.5% (2011: 8.2%) in Rathbone Investment Management for the nine months ended 30 September 2012
10/23/2012
The company saw pre-tax profits increase to £152.8m for the year to 30 June, compared with £126m during the prior year.
10/22/2012
IAMs first became a recognized profession in 1998.
10/22/2012
Lloyds Banking Group is considering whether to ditch annual bonuses for senior staff and extend the timeframe of longer-term incentives to up to 10 years, the Financial Times reported on Monday.
10/22/2012
WH Ireland has opened the possibility of rewarding investors with a dividend in a proposed overhaul of its balance sheet.
10/22/2012
EFG Harris Allday has launched a low-cost model portfolio service to cater for IFAs’ demand for multi-asset funds with lower charges.
10/22/2012
"Culturally and geographically, this transaction is as good a fit as you will find in private client management," a source close to the deal said.
10/21/2012
HSBC's brand is one of the great success stories of modern marketing, according to HSBC themselves
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