09/13/2012
“Every business unit, and every individual, will have a balanced scorecard derived from the group’s, and against which they are measured. Compensation will be based on the balanced scorecard,” he explained.
09/13/2012
AXA Wealth has removed its commission-related charges it retains on top-ups to reflect the fact commission will not be paid after the retail distribution review (RDR).
09/13/2012
WealthInsight, specialists in data on high net worth individuals, have released the latest figures on UK multimillionaires - defined as having net assets of more than US$30m - broken down by where they live.
09/12/2012
"A strong investment bank franchise in Asia, Eastern Europe and the Middle East gives the bank access to entrepreneurs and other wealthy individuals."
09/12/2012
The deVere Group, the world's largest independent financial advisory, is proud to announce that it has selected Goldman Sachs Asset Management as one of its preferred Fund Advisers to provide exclusive investment management solutions to its clients
09/12/2012
The paper outlines the digital demands next generation customers will present as they inherit the current population’s wealth in just a few years.
09/12/2012
Germany’s oldest privately owned bank is seeking to add sales staff to its two-strong New York office, as the head of its UK operations suggested that US investors could return to European equities “very quickly” in the right conditions.
09/12/2012
Pre-tax profit was £8.5m on revenue of £53.3m compared to £7.3m off £52.2m a year earlier.
09/12/2012
Assets managed by the company stood for the first time above €17bn, and €19.1bn assets under administration.
09/12/2012
"IFA adviser numbers have also grown from 53 at the time of flotation last year to 91 at the start of September.
09/12/2012
The ARC Charity Indices allow charity portfolio performance to be compared versus a realistic and sizable peer group of charities whose portfolios have exhibited similar volatility characteristics.
09/12/2012
Credit Suisse could see clients in western Europe withdraw up to a net $37 billion in the next few years as Switzerland bows to pressure to stop foreigners using secret offshore accounts to evade taxes.
09/11/2012
GREAT wealth can cause great conflict, according to Barclays specialist Catherine Grum.
09/11/2012
France’s biggest bank, embarked on a five-year plan to expand services to affluent U.S. clients as the company looks to businesses beyond its core European market for growth.
09/11/2012
In an environment of falling interest rates, heightened market volatility, increasingly correlated share price movements and relentless inflationary pressure, finding a lower risk investment solution capable of preserving wealth in real terms has proved a
09/11/2012
Credit Suisse Family Business Index has outperformed the market over the past 5 years by 8%
09/11/2012
Williams de Broë has been swallowed up by Investec Wealth and Investment in an acquisition that has boosted IW&I’s assets under management to £20bn, Jonathan Wragg has claimed.
09/10/2012
Arbuthnot Latham is looking to launch an offshore arm as it gears up for growth under the leadership of new chief executive James Fleming.
09/10/2012
J.P. Morgan Private Bank is to sponsor the UK-focused 8th biennial Beacon Awards for Philanthropy, which honor individuals for exceptional work and best standards in the sector.
09/10/2012
Barclays could cut its controversial tax advisory unit as well as stop the sale of complex products to small business customers as part of a review of its scandal-hit investment banking arm.