10/14/2013
Private Banker International announces 2013 winners for the Annual Global Wealth Awards
The PBI awards are regarded as the most credible in the industry, voted by the industry, for the industry.
Wealth and Asset Management
10/14/2013
From here to Infinity - Asset allocator with Bestinvest
Bestinvest is turning its attention overseas to broaden its range and the wealth manager’s biggest deal to date saw it recently link up with Infinity
10/13/2013
Success for Cambridgeshire based Wealth Manager
This is the company’s second award win this year
10/13/2013
Investec offshore unit sale to Salamanca nears
The pair are thought to be close to signing a deal for the transfer of the business, which could be announced as soon as Sunday
10/13/2013
Awards for Societe Generale Private Banking’s teams
Today,these teams comprise 190 professionals dedicated exclusively to designing and developing international wealth planning solutions for wealthy individuals and families, responding both to their personal and professional needs.
10/13/2013
Wealth Solutions acquires Langley Financial Planning
Wealth Solutions of Edgbaston has acquired a Redditch-based independent financial adviser Langley Financial Planning.
10/12/2013
George Osborne opens doors to rich Chinese with new visa system
In a sign of Downing Street's determination to reset relations with Beijing, which unofficially downgraded Britain's status after David Cameron met the Dalai Lama last year
10/12/2013
Credit Suisse chairman says no sign of foreign exchange rigging
Credit Suisse has found no evidence of foreign exchange market manipulation and that such a liquid market would be difficult to rig
10/10/2013
Wealth funds boost investments in int'l alternatives
Alternative investments gained favor in all four regions
10/10/2013
IFA to Launch Ethical AE Competitor
Virtuo Wealth Management, an IFA firm specialising in ethical investment, is looking to fill a gap in the auto-enrolment space with the launch of an ethical pension for companies.
10/10/2013
Research Trends and Conclusions: Private Client 2013
Private client work is a time-honoured practice with some of today’s leading firms dating back to the 18th century.
10/09/2013
St. James’s Place partner officially opens its doors
They are currently in the process of recruiting two members of staff to join their expanding team.
10/09/2013
Wealth Manager: Rathbone's Edinburgh Duo on Building Stability in an over-broked battleground
The Centralisation of Investment Processes and a move towards model portfolios are two undeniable trends in private client investment management over the past five years.
10/09/2013
Ashmore Group reports AUM increase
The Group continues to perform in line with management's expectations.
10/09/2013
DeAWM Tops Latest Funds Sales Across Europe
The European funds industry garnered net inflows of €3.5bn during August, with Deutsche Asset and Wealth Management the best selling group over the month with sales of €1.2bn according to Lipper.
10/09/2013
New money pours into the old playgrounds for super rich
It is still the “traditional” residential destinations, such as the south of France, Italy and the Caribbean that take the top spots of the most desirable places for the wealthy to buy a second home.
10/08/2013
Global wealth highest in history despite downturn - Credit Suisse
The Credit Suisse Research Institute today released its fourth annual Global Wealth Report 2013
10/08/2013
Price eyes sale of Alpha to PosSol IFA as he readies for retirement
‘I am full of enthusiasm about the business, and I just wished I was 20 years younger,’
10/08/2013
Frontier markets opening up for clients: Baring poll
The poll also found that 75 per cent of advisers believed that in the short-term one or more frontier markets would be ‘upgraded’ to the category of emerging market.
10/08/2013
Advisers upbeat on UK economy but wary of rising rates
Advisers are increasingly confident about the UK economy although worries over interest rates are on the rise