07/29/2012
The richest people on the planet added $15.2 billion to their collective net worth this week as global markets rose on speculation that Europe will move to ease borrowing costs in Italy and Spain.
07/29/2012
“Defaqto has based its assessment on a number of key features they know IFAs are concerned about, including accessibility, costs, back office integration capability, tax statements and online access to valuations,” she said.
07/29/2012
In the past, most advisers have recommended actively managed funds that seek to outperform stock markets through research and careful selection of stocks.
07/29/2012
The majority of executives who set the remuneration of directors running Britain's top companies believe salaries and bonuses are too high, The Sunday Times reported, citing a survey by management consulting company Hay Group.
07/29/2012
Mr Maitland has been assisting in that education for the past 16 years, partly via the Compendium of Investment he and his team compile.
07/29/2012
British investment manager Brewin Dolphin said transition to a fee based charging model boosted streams of recurring revenue while falling trading volumes kept a cap on overall revenue growth in its third quarter.
07/29/2012
HSBC Holdings, Europe's largest bank, said first-half profit rose 10 per cent, lifted by gains on asset sales. Pretax profit rose to $US12.7 billion from $US11.5 billion a year earlier, the London-based bank said in a statement today.
07/26/2012
There are an almost unlimited number of benefits to incorporating social media into your overall marketing/business development strategy.
07/26/2012
The Y factor
Generation Ys are apparently best placed to communicate with older patriarchs or matriarchs of family businesses.
07/26/2012
Although Investec has a strong private banking and wealth management franchise, the economies of some of its key markets such as Europe have been hit by the eurozone crisis.
07/26/2012
Embattled banking giant Barclays today revealed a potential £450 million bill for mis-selling complex financial products to unwitting small businesses.
07/26/2012
Family Office purchases IVG Luxembourg office
The deal represents one of the most important transactions in Luxembourg and so far represents 15% of the total market. Private investors still dominate the Luxembourg office market despite huge demand from institutional investors.
07/26/2012
Investment management firm blames “challenging” market conditions and “entrenched” economic uncertainty for fall in revenue.
07/26/2012
Swiss bank hunts for wealth management deal
The group said it had a war chest of 600 million francs and was looking for deals as it reported better-than-expected results for the first half of 2012.
07/26/2012
Top 10 global custodian being rebranded RBC Investor Services
07/25/2012
All of these have brought technology centre stage in managing financial institutions.
07/25/2012
Fury at bonus for top banker in rate-fixing scandal
07/25/2012
The John Kay review of equity markets, published this week, calls for regulatory authorities to ensure fiduciary standards apply to all relationships in the investment chain, including asset managers, brokers, platforms, IFAs and the end investor.
07/25/2012
Funds under management of £30.9 billion up 8% since the start of the year
07/25/2012
Rathbone Brothers saw its assets under management grow by 5 per cent in the first half of the year, rising to £16.7bn.