10/09/2012
Brewin Dolphin, which has 40 offices throughout the UK and the Channel Islands, established its dedicated Investment Trust Research department five years ago, under the leadership of John Newlands with investments totalling £1.7bn at that time.
10/09/2012
The Credit Suisse Research Institute today released its third annual Global Wealth Report 2012, which finds that from mid-2011 to mid-2012 aggregate global household wealth fell by 5.2% in current dollar terms to USD 223 trillion due to the economic uncer
10/08/2012
Following an extensive due diligence process, 7IM has also been awarded the ARC Approved Due Diligence Kitemark.
10/08/2012
The value of the transaction wasn’t disclosed
10/08/2012
Many of France's super-rich want to escape to 'wealth-friendly' countries like Britain, Switzerland and Luxembourg.
10/08/2012
The bonds have a 4-year term
10/08/2012
Some 70% of the UK’s wealthy with over £250,000 investable assets have less faith in the banking industry compared to one year ago.
10/08/2012
"We say to the people, not since 1789 has there been such tyranny in France," Mr Johnson joked, referring to the French Revolution. "I am very keen to welcome talented French people to London."
10/07/2012
Various Russian asset managers and private banks offer art banking solutions.
10/07/2012
Over six billion kronor have come in from Switzerland and Luxembourg alone.
10/07/2012
“This research shows that even high-net worth individuals are cutting back on a variety of spending.
10/07/2012
Within the first 90 minutes of the auction every item listed had received bids originating from over 40 countries.
10/07/2012
Listing and commencement of trading is expected on 19 October 2012.
10/07/2012
Julius Baer announced the acquisition of Merrill Lynch's overseas wealth management business in August as it seeks to expand in fast-growing emerging markets.
10/07/2012
Since the middle of 2009 it has been focused on better name recognition in the outside world, starting with the wealth management community.
10/07/2012
The stakes in the groups have been purchased from the founders of Vision and Castle, Roger Edwards and Paul Sweaton, and their spouses (the founders).
10/07/2012
In an environment where regulation and compliance for the wealth management industry are playing an increasingly important role in client relationships, the Charter of Quality sets out in a single document the overall guiding principles of the private we
10/07/2012
‘We already have a great team at Ashcourt Rowan and we want them, and those that choose to join us in future, to be as closely aligned as possible to what we are looking to achieve. I believe the plan we are putting forward will do just that.&r
10/07/2012
The consultancy, which advises Remuneration Committees on Executive Pay issues, has identified it as the single biggest executive remuneration trend in 2012.
10/07/2012
Advisers in the Paradigm Partners network who choose to become restricted after the retail distribution review