04/04/2012
2011 featured a tough economic and stockmarket environment. It also brought continuing pressure on banking secrecy and heavier regulation of wealth management that drove up operating costs.
04/04/2012
The survey presents the results of the Deutsche Bank research chair’s foundation paper – a dynamic asset-liability management (ALM) model developed to guide asset allocation and risk management decisions at the SWF level, and describes the res
04/04/2012
Auction halted by legal fight over war artefacts collected by the Duke of Wellington's trusted aide
04/04/2012
Swiss and German media had reported the Swiss bank had introduced the ban after Switzerland issued the warrants, which accuse the three German civil servants of industrial espionage for buying the bank details of German tax evaders.
04/04/2012
Trusts have always been viewed suspiciously by the French authorities. New legislation imposes draconian reporting obligations where any of the settlors, trustees or beneficiaries are French resident.
04/04/2012
It will use the money to invest in charitable and social causes that can make repayments through earned income.
04/04/2012
The majority of advisers are looking to increase their use of model portfolios and risk-rated funds as a result of the Retail Distribution Review (RDR) according to research from Skandia Investment Group*.
04/03/2012
Aberdeen Asset Management wants to replace Katherine Garrett-Cox as manager of the embattled £2.1bn Alliance Trust in what would be one of the most dramatic City coups in years.
04/03/2012
The NGAM Durable Portfolio Construction platform focuses on portfolio construction and analytics to help investors manage volatility and enhance the diversification of their portfolios.
04/03/2012
Edward Bonham Carter has become the second major figure at Jupiter to make a significant share donation to charity.
04/03/2012
Arden, established in 1994, provides services to high net worth individuals and small to medium sized enterprises throughout the UK and Europe.
04/03/2012
Cenkos says CCIL is not core to the group's business strategy and operations.
04/02/2012
Multi-family office aims to build structures that will last
The investment strategy implemented at multi-family office Stonehage is aimed at preserving clients’ wealth, rather than shooting out the lights, insists Ronnie Armist, head of the firm’s investment advisory business.
04/02/2012
Generali targets HNW in the UK
In one of the boldest moves by an offshore life company in recent years, Generali PanEurope this month will formally begin to target the UK high-net-worth and UHNWI market with a flagship portfolio product and wealth structuring services
04/02/2012
Ingenious Asset Management launches new charities sector service
Ingenious Asset Management (IAM), has launched a charity service to provide multi-asset investment management for charities and similar bodies in the UK.
04/02/2012
The broker wars of 2012 are heating up as a foreign invader tries to crack the U.S., Asian, British and Latin American markets.
03/30/2012
WH Ireland is to rebrand nine of Pritchard Stockbrokers’ offices and open another office in Lymington, Hampshire, in a move that will double its regional presence.
03/29/2012
Top 8 Trends for Asset Managers in 2012: Cerulli
So what’s the biggest take-away for asset managers in the wealth management space?
03/29/2012
SocGen slashes CEO bonus
Oudea's bonus slid to 682,770 euros ($909,900) from 1.2 million the year before, SocGen, France's No. 2 lender, said in a regulatory filing.
03/29/2012
The Super-Rich's Favorite Cities
The British Royals aren't the only rich people that love London.